A computerized filing system makes organizing your files easy. Here's how to implement one in your business.

RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...

A document tracking system automates the process of accessing, searching and editing documents and enables you to control who ...

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 ...