Is My Cloud Storage FINRA Compliant?

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.

read more
What is Workflow Automation?

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.

read more
How DMS Works With HRIS

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...

read more
What is a Wet Signature?

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...

read more
How Long Should You Keep Bank Statements?

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...

read more
Easy Home Filing System Template

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....

read more
How To Unzip A File

How To Unzip A File

When you work with many documents, it’s quite likely that you’ll see a lot of zipped folders. But what are they? What’s inside of them? How do you get into them? In this article, we’ll talk about what zipped files are, what you need to access them, and how to unzip...

read more
How To Change A File Extension

How To Change A File Extension

Are you having a hard time reading a certain document or file on your computer? It’s probably because it’s using a file extension your computer doesn’t recognize. To use that document, you’ll either have to download a driver or convert it to a different file...

read more
What is a .CSV File?

What is a .CSV File?

  With all the acronyms and file types (.pdf, .png, .jpeg, .docx), adding another one to the mix can get a bit confusing. We’re here to tell you what a .csv file is and what it can do to help you and your business. .CSV - a comma-separated values file. AKA...

read more

Categories

Get a free demo of eFileCabinet

Chat with us about your needs and we’ll show you how we can 
improve your business with our document management system.