Maintaining paper documents and files is an expensive proposition for an organization. Documents must be inserted into file folders and placed in an expensive filing cabinet, and office real estate ...

Modern document management systems use digital images and electronic record keeping to store information. They make it possible to examine documents, restrict access to sensitive information and ...

Forty-eight percent of workers struggle to find files, 45 percent of SMBs still use paper, and e-signatures can boost close rates by 28 percent or more.

Traditional document management systems are plagued by inherent limitations. Navigating their compliance challenges and security vulnerabilities increasingly resembles a labyrinthine puzzle. Such ...

As enterprises add to their growing list of workplace apps, legacy tech like document management is often forgotten but it still has a place. Despite ongoing debate about what technology should and ...

All businesses have important documents that need to comply with government regulations, be stored for internal operations or referenced by clients. In the past, file cabinets typically lined the ...

With the growing importance of compliance and eDiscovery issues for many companies, it might be time to consider deploying a records management system. Chances are that your company already uses some ...

Between finding new clients, completing paperwork, and maintaining compliance, advisors often spend more time on back-end tasks than actually interacting with their clients. In fact, surveys have ...

Businesses have never had to manage as much data as they do today. From invoices and contracts to reports and emails, companies handle an overwhelming volume of information every day. Keeping those ...

RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...