Understanding AgileIM’s Data Rules Engine and AI Rule Behaviors: Classification vs. Filing In AgileIM, the Data Rules Engine offers versatile tools to manage documents efficiently, leveraging AI rules for classification and filing. While both types of rules—classification and folder filing—may seem similar due to shared terminologies, their underlying mechanisms and objectives differ significantly, leading to […]
Effective Training – Essential to your Records Management Program Take Our Survey! Presentation Material: About the Session Effective training begins with assessing training needs. To deliver training that is timely and relevant it is important to know what is expected of the training and the trainer. Needs assessment gathers information for designing and creating training […]
Introduction: As we celebrate the arrival of spring and the Easter holiday, it’s the perfect time to review and refresh your organization’s records and information management (RIM) processes. Just like the colorful Easter eggs that symbolize new beginnings, a well-organized and efficient RIM system can lead to improved productivity and better decision-making. In this article, […]
Are you tired of constantly expanding files and emails when working with them? If so, you’re in luck! There’s a quick and easy solution to this problem: Auto Expand. To enable Auto Expand, simply open the Column Editor (located in the bottom right corner and represented by a gear icon ) and hit Auto Expand. […]
Information Culture Analysis:Understanding the Value and Attitudes of UsersWednesday September 28, 2022 Presentation Material: The practice of Records Management leans heavily on the control of records, namely through classification, retention, and disposition to ensure organizations maintain valuable documents as evidence of a transaction. As records managers, we expect individuals who create records to follow classification […]
Data can be your organization’s greatest asset or greatest headache – depending on how you handle it and efficiently capitalize on its potential. A clear plan and set of tools for Records and Information Management (RIM) is essential. But where to start? As we get down to business for the year, here are our RIM Top […]
These days most companies are using their email to send content both internally and externally. Email is great because it is simple to use and allows for easy attachment of documents, images, spreadsheets, forms, or any other way that you are transferring information. This all goes smoothly until we are required to file all the […]