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  Data loss: every company learns to dread this term. No matter your industry, you handle data in some form or another. This data—all this information—serves as a foundation for your entire business. You cannot run a company without information about your clients, your finances, your employees, or even your daily coffee runs. (Okay, maybe not that last part, but you get the point!) We’re trying to emphasize on the importance of backing up your data, and doing it the right way. As experienced vendors of document management solutions (DMS), we’ve compiled some of the best practices to implement when backing up your files. We hope you find these tips insightful. Digitize Your Documents Alright, you can call us biased all you want, but it is a fact that paper documents are not secure! Managing paper documents is costly, space and time consuming, and most importantly, difficult to truly backup. Sure, there are facilities to physically backup your documents, but they come with downsides ...

The startup world thrives on innovation and agility. But as your business scales, managing a growing mountain of documents can quickly become a productivity killer. This is where a powerful Document Management System (DMS) with integrated workflow automation steps in. Here's a deeper dive into how these solutions can empower your startup on multiple fronts: 1. Effortless Compliance Management: Stay Audit-Ready: Navigating complex regulations can be daunting for startups. A DMS simplifies compliance by providing a secure central repository for all your critical documents, from contracts and financial records to intellectual property filings. With a well-organized DMS, you can demonstrate compliance with ease during audits. Imagine auditors requesting specific documents – a few clicks within your DMS and you're ready to present them, showcasing your commitment to regulatory adherence. Automated Reminders and Alerts: Don't miss crucial d...

In the insurance industry, safeguarding client data is paramount. From policy creation and claim processing to reimbursements, sensitive personal information is an integral part of your daily operations. Here's how a cloud document management solution (DMS) can empower you to protect your client's data** and ensure regulatory compliance: Beyond Email: Secure File Sharing with DMS Attaching documents to emails is a security risk. Data breaches targeting email providers are a growing concern. A cloud DMS offers a secure alternative for file sharing. Documents are uploaded to a centralized repository within the enterprise content management software (ECM) system . You can then share files securely with clients by generating a unique link. This link allows authorized users to access the document directly within the browser-based DMS , eliminating the need for email attachments and third-party email services. Granular Access Control with Role-Based Permissions Unlike...