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File Tips

News, tips, and advice from your information management experts

Business Financial Records: What to Store, What to Scan, and What to Shred

Business Financial Records: What to Store, What to Scan, and What to Shred

SureOakSep. 13, 2026 | Records Management
Every business accumulates financial documents. Over time, these files can consume valuable office space and make it harder to locate important information when you need it. The solution is developing a clear strategy for deciding what to store, what to scan, and what to shred securely.
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How Long Do Schools Keep Student Records in California?

How Long Do Schools Keep Student Records in California?

SureOakSep. 04, 2026 | Retention Schedule
California divides pupil records into categories, each with its own retention rules. Explore what your school must keep, for how long, and when records can be destroyed.
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Student Records Management: Storage, Retention, and FERPA Considerations for Schools

Student Records Management: Storage, Retention, and FERPA Considerations for Schools

SureOakSep. 04, 2026 | Records Management
Every school year adds thousands of new student records. Here’s how districts can manage them securely, meet FERPA requirements, and know what to keep — and for how long.
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Is Your Office File Room a Compliance Risk? Warning Signs Businesses Should Watch For

Is Your Office File Room a Compliance Risk? Warning Signs Businesses Should Watch For

SureOakAug. 30, 2026 | Compliance, Get Organized
Seven warning signs recur across industries and are visible to anyone who checks. See where your file room stands — and what to fix first.
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What Happens After Your Records Go Offsite? A Step-by-Step Guide for Businesses

What Happens After Your Records Go Offsite? A Step-by-Step Guide for Businesses

SureOakAug. 20, 2026 | Records Storage
Offsite records storage doesn’t mean giving up access. See the eight steps behind pickup, secure storage, retrieval, and certified destruction.
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How Long Should HR Keep Employee Records, and Where Should They Be Stored?

How Long Should HR Keep Employee Records, and Where Should They Be Stored?

SureOakAug. 07, 2026 | Records Storage
Personnel files, payroll records, and tax documents all need different retention timelines. This guide breaks down what HR should keep and for how long.
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Improving Healthcare Compliance Through On-Demand Document Scanning

Improving Healthcare Compliance Through On-Demand Document Scanning

Corodata TeamAug. 01, 2026 | Medical Records, Scanning
Healthcare organizations face strict HIPAA requirements for protecting patient records, but many still rely on paper archives, which create compliance gaps. This guide explains how the approach supports healthcare compliance and what to look for in a medical records scanning partner.
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Improving Legal Archive Access While Maintaining Chain of Custody

Improving Legal Archive Access While Maintaining Chain of Custody

Corodata TeamJul. 20, 2026 | Data Protection, Records Management
Law firms should never have to choose between retrieving an archived record quickly and maintaining a defensible chain of custody. When an attorney needs a closed file the afternoon before a hearing, retrieving it fast matters. With the right chain-of-custody controls in place, they work together instead.
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Why IT Asset Disposition Matters for Compliance

Why IT Asset Disposition Matters for Compliance

Corodata TeamJul. 17, 2026 | Data Protection, Shredding
IT asset disposition compliance is the practice of making sure computers, drives, and phones are wiped and destroyed thoroughly when they’re retired. But while most organizations already have policies in place for destroying sensitive paper records when it’s time, that same rigor rarely extends to retired IT devices.
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The Hidden Costs of Slow Document Access for Law Firms

The Hidden Costs of Slow Document Access for Law Firms

Corodata TeamJul. 17, 2026 | Get Organized, Records Management
Law firms can spend a surprising amount of time looking for documents. These small delays add up across an entire practice, quietly draining billable revenue the firm can never recover. It’s why law firm document management deserves a close look.
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