Top use cases for electronic records management

While the feature set of a records management system can be robust, it’s not always easy to identify where and how to use the tools effectively. Below are a few use cases that highlight the benefits of implementing electronic records management within your organization.

Use Cases for Finance Departments

A highly regulated part of any business, a finance department can find many benefits in implementing electronic records management:

  • Customer invoicing:Keep a historical record of invoices and purchase orders for as long as they’re needed or required.
  • Compliance:Automate reminders to perform records management actions, such as archival and disposal, to promote regulatory compliance.
  • General ledger:Support transparency in your organization’s reporting practices with properly stored and kept evidence of transactions.


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