New to RM? Download the Fundamentals of Records Management Toolkit!

records management basics

Having the right building blocks in place is essential for creating a successful records management program. From managing your physical files to optimising your existing space, engineering a strong base is an integral first step. To help, we’ve put together this toolkit which outlines some basics to keep in mind when thinking about your RM program.

Whether you want to get your filing system up and running or just want a refresher on the fundamentals, this toolkit will help you get the most out of your RM system.

Assessment Tool: Assess Your Filing Situation

Struggling with lost files or long retrieval times? When you can't find your information quickly, you aren't managing your records, they are managing you! Diagnose your issues with the help of DATAFILE's file retrieval needs assessment!


White Paper: Optimise Your RM Program with Colour Coding

This whitepaper will show you how colour coding greatly improves your access to files by making location easier and preventing misfiles, thereby enhancing your risk management and legal compliance efforts.


White Paper: Space Planning in Records Management - Doing More with Less

This guide has a full range of analysis, tips and solutions to help you plan out your records storage so that you can maximise your existing space, save on storage costs, and make accessing your files easy!