File Tips

News, tips, and advice from your information management experts

How Long Do Schools Keep Student Records in California?

How Long Do Schools Keep Student Records in California?

California divides pupil records into categories, each with its own retention rules. Explore what your school must keep, for how long, and when records can be destroyed.
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

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.
Student Records Management: Storage, Retention, and FERPA Considerations for Schools

Student Records Management: Storage, Retention, and FERPA Considerations for Schools

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.
Confidential Documents Your Business Should Shred, Not Throw Away

Confidential Documents Your Business Should Shred, Not Throw Away

ecure shredding prevents identity theft, data breaches, and compliance violations; for regulated industries, it’s the difference between routine disposal and a reportable incident.
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?

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.
Healthcare Records Retention Guidelines: How Long to Keep Medical Records by Category

Healthcare Records Retention Guidelines: How Long to Keep Medical Records by Category

Healthcare organizations generate records across dozens of categories – this guide breaks down healthcare records retention guidelines by these categories, with recommended retention periods and federal sources for each.
Spring Cleaning for Business Records: What to Keep, Scan, Store, or Shred

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

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.
Why On-Demand Scanning Beats Full Digitization Projects

Why On-Demand Scanning Beats Full Digitization Projects

On-demand scanning offers a smarter path. It’s a flexible, cost-effective approach that lets you build a digital archive gradually, on your own timeline.
Best Practices for Corporate Laptop Disposal

Best Practices for Corporate Laptop Disposal

Corporate laptops get retired every day, and by now, most of us understand what’s at stake when disposal isn’t handled properly. This step-by-step guide supports the best practices for a secure and compliant disposal program.
What Items Belong In Climate-Controlled Storage?

What Items Belong In Climate-Controlled Storage?

This guide helps you determine when standard office storage is not enough and how to decide if your records need climate control.