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News, tips, and advice from your information management experts

Topic: Records Management

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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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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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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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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Build a Vital Records Inventory Before Disaster Season

Build a Vital Records Inventory Before Disaster Season

Corodata TeamJul. 03, 2026 | Records Management
Many organizations have a continuity plan to address disasters, but is there also a documented inventory of their most critical records? A vital records inventory identifies what an organization needs to keep running. Building it ahead of disaster season is a core part of disaster preparedness and the foundation of any workable business continuity planning.
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Mid-Year Records Audit: Are You Prepared for the Second Half of the Year?

Mid-Year Records Audit: Are You Prepared for the Second Half of the Year?

SureOakJun. 11, 2026 | Get Organized, Records Management
By mid-year, most organizations have already created hundreds or thousands of new records. Instead of waiting until year-end to organize files, a mid-year audit gives your business time to fix problems while they are still manageable.
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Spring Cleaning for Business Records: What to Keep, Scan, Store, or Shred

Spring Cleaning for Business Records: What to Keep, Scan, Store, or Shred

Corodata TeamApr. 22, 2026 | Records Management, Shredding
Spring cleaning your business records starts with a clear plan. Learn what documents to keep, digitize, store offsite, or shred to reduce clutter, save space, and improve compliance.
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The Records Lifecycle Explained: From Creation to Destruction

The Records Lifecycle Explained: From Creation to Destruction

Corodata TeamMar. 23, 2026 | Records Management, Records Storage, Retention Schedule
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.
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Why Physical Records Management Still Matters in AI Governance

Why Physical Records Management Still Matters in AI Governance

Corodata TeamMar. 06, 2026 | Compliance, Records Management
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.
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10 Financial Records Management Laws You Should Know in the Financial Industry

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

Corodata TeamMar. 03, 2026 | Compliance, Records Management
Financial institutions are subject to multiple federal records management laws. This detailed guide explains ten important records compliance laws affecting financial services.
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