File Tips

News, tips, and advice from your information management experts

How to Decide What to Scan: Paper vs. Digital Records

How to Decide What to Scan: Paper vs. Digital Records

Knowing what to scan versus what to store as paper is the foundation of a successful hybrid records management strategy. Getting that balance right saves time, money, and compliance headaches down the road.
What Items Belong In Climate-Controlled Storage?

What Items Belong In Climate-Controlled Storage?

This guide helps you determine when standard office storage is not enough and how to decide if your records need climate control.
The Records Lifecycle Explained: From Creation to Destruction

The Records Lifecycle Explained: From Creation to Destruction

The records lifecycle is a structured, repeatable system that governs how organizations manage records from creation through final disposition. Whether you’re managing patient files or client contracts, every record follows the same process.
Why Physical Records Management Still Matters in AI Governance

Why Physical Records Management Still Matters in AI Governance

Artificial intelligence (AI) is the topic on everyone’s lips these days, yet even with this digital transformation, physical records still matter. AI governance and compliance start with source records.
10 Financial Records Management Laws You Should Know in the Financial Industry

10 Financial Records Management Laws You Should Know in the Financial Industry

Financial institutions are subject to multiple federal records management laws. This detailed guide explains ten important records compliance laws affecting financial services.
Which Documents to Keep and Which to Shred: A Practical Business Guide

Which Documents to Keep and Which to Shred: A Practical Business Guide

Keeping documents too long increases risk. Shredding too soon creates compliance issues. This guide explains exactly which records to retain and when to securely destroy them.
HIPAA Compliant Medical Document Shredding: Complete PHI Disposal Guide

HIPAA Compliant Medical Document Shredding: Complete PHI Disposal Guide

Healthcare facilities handle sensitive patient information every single day. This guide explains what protected health information is, which records require destruction, HIPAA best practices, and common HIPAA shredding mistakes to avoid.
How the California Delete Act Changes Data Retention and Deletion Policy Requirements

How the California Delete Act Changes Data Retention and Deletion Policy Requirements

California businesses already operate under some of the strictest privacy laws in the country. This guide will walk you through all you need to know about the newest California Delete Act and how to stay compliant.
How to Audit Your Privacy Compliance Program Against 2026 State Law Changes

How to Audit Your Privacy Compliance Program Against 2026 State Law Changes

U.S. privacy regulations are undergoing their most significant transformation in years. This guide will walk you through the privacy compliance audit process in 2026.
How to Protect Your Company From Data Breaches

How to Protect Your Company From Data Breaches

Data breach protection for businesses requires a strategy that protects both digital and physical files. This guide will help you understand where such threats come from and how to prevent data breaches.