Digital Library

Your go-to place to learn about TAB FusionRMS and records management best practices.

White Paper

Tips for managing your shared drive

Mismanaged shared drives can create serious headaches, including increased retrieval times, duplicate documents, and major compliance and security threats. To avoid these problems, you need a well-planned and efficient method for organizing your shared drive.

White Paper

Tips for managing electronic and paper files in the hybrid environment

Here are 5 excellent and comprehensive tips to help you manage a hybrid record environment. Use these tips to help your organization thrive in both the paper and electronic worlds.

White Paper

Seven tips for developing and applying a functional classification system

Functional classification is essential for records management programs. Learn how to classify your records, determine which needs to be retained, apply functional classification to your collections, & use retention schedules and functional classification together.

White Paper

Metrics that matter in your EDRMS

Start generating better metrics today! Use this simple guide to show the value of your EDRMS, improve strategic planning and how to report effectively to senior management, and increase the effectiveness of your RIM program and resources.

White Paper

Meeting records management requirements in the electronic world

Paper records aren’t going away. But electronic records are the new standard. So, how do you manage both in the same environment? Apply records management best practices and tools to this new hybrid reality. Learn how with this whitepaper.

Guide

IT checklist for buyers of records management software

When evaluating RM software, you must look beyond the features and benefits. Without a clear understanding of the technology, you risk system incompatibility, project delays, and performance issues. This IT checklist helps you avoid these issues.

White Paper

How metadata works with records management

Metadata provides a highly efficient way to manage and locate physical and electronic records. In this white paper, we explore how metadata can work with your existing RM practices to improve overall efficiency.

White Paper

Eight awesome ways that metadata supercharges your RIM software

Thinking about implementing a RIM system? Dig in to get an overview of what metadata is, a list of what is involved in designing and implementing metadata, and real-world examples of how metadata adds value to a RIM system.

Guide

How to save money with records management

Is your records management program saving you money? It could be! We created this resource to help you realize savings and efficiencies in three main areas: physical storage space, staff productivity, and corporate risk.

White Paper

Making acquisitions and divestitures simple with virtual data rooms

Learn how a virtual data room improved discovery, simplified records integration, revealed liabilities, and more, when one of the largest oil and gas companies took on an acquisition and divestiture venture.

White Paper

The EDRMS opportunity: Demonstrating the value of records management

Is your organization wanting to implement an electronic document and records management solution (EDRMS)? Learn how to leverage metadata, information architecture, and taxonomy to ensure the success of the EDRMS implementation.

Guide

Demonstrating ROI for RIM programs

This guide provides strategies for demonstrating the ROI of records management in terms of hard- and soft-dollar revenue flows, reduced risk and improved long-term profitability and efficiency.

Industry Spotlight

TAB FusionRMS for the mortgage market

We provide mortgage servicers – originators and custodians – accuracy in document management. TAB FusionRMS manages millions of mortgage loans with speed to provide total document control and chain of custody tracking across the life of a loan.

Industry Spotlight

Replacing a Legacy Case Management System

A law firm needed help transitioning from a legacy document tracking system to TAB FusionRMS. Now, their case files are managed more effectively. Learn how you can be like them and leverage a top-end records management system for your law office.

Data Sheet

TAB FusionRMS Connect

To achieve efficiency in the digital world, you must consistently and securely share data between your applications. This API promotes operational efficiency by gaining the ability to send and receive data between TAB FusionRMS and your other applications.

Data Sheet

TAB FusionRMS Features Matrix

View TAB FusionRMS’s full features and license options. Choose between four license models – essential, physical records management only, electronic records management only, or enterprise records management.

Guide

Get the Right RIM Software

What should you be looking for in a records management software solution? This guide gives you the key criteria to consider when researching and evaluating a records management software solution.

Data Sheet

TAB FusionRMS

Get a quick overview of TAB FusionRMS. Learn how to store, find, and use your paper and electronic information. Find information fast, streamline processes, and maintain compliance. Discover how TAB FusionRMS can be your go-to record management software.