7 Document Imaging System Capabilities Your Office Needs

While many documents spend their lives as electronic content, most organizations still use a great deal of paper in their daily operations. A document imaging system supports this method of recordkeeping by converting paper documents to digital images that are stored in an electronic repository. Here are seven important document imaging capabilities that every office needs. 1. On-Demand and High-Volume Capture The most robust … [Read more...]

How to Securely Email Documents with ECM

What does your organization do to prevent its emails from being hacked? With massive email security breaches fresh in mind, many organizations share concerns that confidential email attachments can fall into the wrong hands. Here are three tips for using enterprise content management (ECM) software to securely email documents. Emailing Documents Inside Your Organization Email attachments can be vulnerable to theft or eavesdropping. If … [Read more...]

How to Capture Documents into Your Repository: Part 2

Capture—the process of getting data into an enterprise content management (ECM) system like Laserfiche—is an integral part of many business processes. In Part 1 of this series, we described the different ways that paper documents could be saved in an ECM system. Here are some capture strategies for electronic content. If You’re Working with Electronic Documents 1. Drag and drop files from a desktop or network drive directly into Laserfiche. … [Read more...]

How to Capture Documents into Your Repository: Part 1

Capture—the process of getting data into an enterprise content management (ECM) system like Laserfiche—is an integral part of many business processes. The sooner documents are saved in the system, the sooner they can be used, filed to retention standards and audited. Here are a number of capture strategies to improve enterprise-wide compliance and information transparency. If You’re Dealing with Paper Documents Most organizations, even … [Read more...]

Record Collecting Versus Record Retention

Anyone looking into a financial advisor’s office or file server will notice it right away: hundreds, even thousands of files and records that detail every financial decision, action and communication the advisor has ever made. Do financial advisors need to hang onto every single document? Sort of. The SEC has mandated that financial advisors must keep certain records under the Investment Advisor Act of 1940 (Advisors Act) and Rule 204-2. … [Read more...]