From our blog
Use Power Automate for event-based retention in Microsoft 365
Learn how to build out automatic event-based retention in Microsoft Office 365 and SharePoint with Power Automate.
Managing Microsoft Teams content as records
Tips for managing chats, posts, files and more in Teams as records.
Understanding Microsoft 365 Audit Logs
Microsoft 365 includes a robust history of activities in the out-of-box audit logs. These logs are available for a few weeks or months depending on your license. This is way too short for organizations who need the logs for compliance and possible legal holds. What are the options for keeping audit logs for longer?
Move to a paperless future: get started with document automation and scanning
Are you dealing with paper, data entry and manual information processing…in the 21st century? Learn how PSIcapture and SharePoint work together to automatically process paper, files and attachments.
A guide to Microsoft 365 vs. Office 365 records management licensing
A comparison of records management features included in Microsoft and Office 365 plans .
An in-depth review of records management in Microsoft 365
What records management capabilities are included with Microsoft 365? Read on for an in-depth review of compliance functionality in the platform.
Benefits of Collabware CLM 4.0+
A guide to the most useful features of Collabware 4.0 and up.
Verifying the completeness and accuracy of a document or records collection
Part of the job of a document controller verifying that a set of documents is complete and accurate. How do you go about doing that? Read on for our top tips for checking document set quality.
Gain leadership support for information governance and records management
Gaining support from an organization’s top leadership is critical to the success of any worthwhile effort, especially if you’re considering implementing an information governance and records management program. This article describes four key business drivers that you want to discuss when gaining top-down support for an information and records management program.
Our Four Favourite Things in Collabware Version 4.0
Collabware recently launched Collabware v4.0, the DoD 5015.2 certified version of the popular Collabware CLM platform. Now that we’ve been working with it for a while we thought we’d highlight our four favorite things about the latest version of Collabware CLM.
Implementing the ORCS and ARCS file plan with Collabware CLM
In this post we’ll discuss how we interpreted the ORCS and ARCS file plan for one of our clients in order to meet the needs around compliance while minimizing the burden on end users!
Getting Started with GDPR
I'm sure that many of you have seen the acronym "GDPR" by now and probably know that it is compelling many organizations to take action. But, what is GDPR and what should you be doing to prepare for it?
Email Governance Best Practices
Executing any kind of email governance is one of the hardest ventures anyone can take on. Everyone is extremely possessive of their email and few want to share or have anyone talking about their email habits. It takes a strong-minded and determined person to tackle this issue, and those of us who practice information governance and records management are the right group of folks to take this on. Ok, but how?
Undeclaring Records in Collabware CLM
Collabware's auto-declaration is a powerful tool, but sometimes we need to undeclare records as well! This post shows you three ways that you can undeclare records in SharePoint that are being managed by Collabware.
Getting the Most out of Your Collabware Audit Trail
This blog post highlights best practices to ensure that you get the most value from your Collabware audit trail by ensuring the overall integrity of the data.
Collabware 2016 Auto-Declaration Deep Dive
In this blog post we do a deep dive into Collabware CLM 2016's auto declaration capabilities.
Changing SharePoint Metadata on Records Managed by Collabware
Metadata on our SharePoint documents can and often are part of the record itself, however there are valid reasons for changing metadata from time to time. This blog explains how to update records in SharePoint being managed by Collabware without having to undeclare your records.
In-Place Records Management vs Record Centers. Why leveraging both is critical to the long-term success of your SharePoint ECM solution
One of the most common questions that have come up over the past five years as I’ve been focussing on SharePoint Records Management is whether or not to leverage in place records management or use record centers for records management in SharePoint. This blog outlines the benefits of adopting a hybrid approach that leverages both.