How to Upload Documents
So, you have your document on your computer ready to go. Or, perhaps you have the document in hand, but you need to be able to send it, share it, or add it to a website. Somehow, that document needs to get from you to the web, whether that be for email purposes,...
4 Benefits of Process Automation for HR Teams
Any organization’s success comes directly from their hard-working employees. That’s why an outstanding HR team that promotes engagement and happiness among the employees is one of the most fundamental aspects of a successful organization. Most HR professionals are...
5 Things Anyone Can Automate with Rubex
While every department has entirely different goals and responsibilities, there is one thing that unites them. They all aim for overall business success which can be accomplished with higher productivity levels while cutting down on their slow and tedious processes....
What is Business Automation?
Imagine a typical day in the office (in-person or remote). In order to accomplish your day’s tasks, you have to refer to important documentation. Whether you need critical financial information, like an invoice, an I-9 form to verify a new employee’s authorization to...
Is My Cloud Storage FINRA Compliant?
FINRA is an acronym for Financial Industry Regulatory Authority. It was founded in 2007 as a result of a merge between the NASD (National Association of Securities Dealers) and the department that handles regulations on the NYSE (New York Stock Exchange). It was originally developed to protect individuals who were either considering an investment in securities or who were already involved in the investment arena.
How Document Management is Key to Streamlining Onboarding
Growing businesses are likely to have a steady stream of new employees to onboard weekly. It’s challenging enough to catch them up to speed on the company culture and introduce them to their team. But adding in the time it takes both of you to work on the paperwork...
What is Workflow Automation?
In the world of information management, Workflow Management Software (WMS) and Document Management Software (DMS) are key. While designed with different applications in mind, WMS and DMS offer complimentary functionality that can be used together for powerful results.
How DMS Works With HRIS
HR professionals who have worked with or currently work with a human resources information system (HRIS) or human resources management system (HRMS) may wonder why they would need a document management solution when their system seems to accomplish everything they...
What is a Wet Signature?
There are different types of signatures out there, one of which is the wet signature. In this article, we’ll explain what a wet signature is, how it’s different from an electronic signature or digital signature, and when a wet signature is required. We’ll also explain...
7 Ways Document Management Can Organize Your Financial Files
Managing paperwork is one of the most time-consuming, yet inescapable responsibilities that finance professionals face. With dozens of financial document types, it can be challenging to stay organized and on top of every file that may come their way. Document...
How Long Should You Keep Bank Statements?
You have a lot of financial documents, but do you know what you should do with them? In this article, we’ll talk about why you should keep your bank statements and for how long. We’ll also tell you how long you should keep your other financial documents as...
Easy Home Filing System Template
Folder templates are one eFileCabinet users’ key tools for saving time. It may seem like a simple concept, but templates afford users the freedom to craft and organize their ideal filing system without repeating the same steps whenever creating new folder structures....
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