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 ...

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 ...

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 ...

Split your metadata from your files, and suddenly your sluggish document system becomes fast, scalable and surprisingly cheap to run. When I was tasked with modernizing our enterprise document ...

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 ...