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 ...

Discover how to build a customized Microsoft document management system for your business with the workflows, security and ...

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 ...

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

Searching for a robust document management system (DMS) that fits the needs of a small business can be confusing and overwhelming. While some companies provide document management as part of their ...

The ability to manage and process information has become paramount to business success, and document management software (DMS) has played a critical role in this information revolution. As the founder ...

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 ...

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

There are many reasons for businesses to manage electronic files and digitize their documents. Creating a structure to organize and share information is one benefit; as is reducing paper, creating ...