The Ultimate Guide to Electronic Records Management

New compliance regulations are raising pressure on organizations to implement structured, standardized records management programs. In fact, the SEC recently fined JPMorgan $125 million for recordkeeping violations.

Learn how electronic records management can help you handle an unexpected audit, improve ongoing compliance and reduce time-consuming tasks around records storage and retention.

In This Guide:
  • 4 essential questions every records manager should ask  when deciding which records to keep
  • Assessment worksheets for evaluating the status of your existing records management program—and prioritizing improvements
  • 5 steps to implementing electronic records management—provided by an experienced records manager

Topics Covered in the eBook


Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Volutpat sed cras ornare arcu.


Tincidunt arcu non sodales neque. Sed sed risus pretium quam vulputate dignissim suspendisse. Neque laoreet suspendisse libero id faucibus nisl.


Est ultricies integer quis mi. Ipsum faucibus vitae aliquet nec ullamcorper sit amet risus. Gravida rutrum quisque non tellus orci ac auctor.


Lectus sit amet est placerat in. Neque aliquam vestibulum morbi blandit cursus risus at ultrices. Eget nunc scelerisque viverra mauris in aliquam sem fringilla.

Work Smarter with Powerful Records Management Tools

Simplify Records Management

  • Easily manage the lifecycle of documents and get notified when documents are ready for disposition.
  • Auto-file newly created records according to industry regulations and corporate policies.
  • Keep all records in one, secure, centralized digital repository, classified by type and retention.

Safeguard Electronic Records

  • See detailed audit logs of system access and ensure only authorized parties can view files using granular security controls.
  • Protect records with DoD 5015.2 version 3-certified electronic records management, a widely accepted government standard.
  • Ensure long-term data preservation with a standard format that meets Victorian Electronic Record Strategy (VERS) V2 requirements.

Enable Regulatory Compliance

  • Promote compliance with regulatory mandates such as SEC, FINRA, FOIA, HIPAA and more.
  • Support e-discovery and data retention policies.

Learn how a Content Services Platform can transform your business

intelligent content capture
Content Management

Organize data enterprise-wide so the right people can access the right content, whether they’re in the office, working remotely or are a client accessing documents.

process automation
Process Automation

Better allocate resources by automating vendor onboarding, accounts receivable, contract management and more—no coding required.

platform service
Intelligent Data Capture

Unlock valuable information with AI-capture tools that process high volumes of content, extract data and automatically organize files.

Unify the Systems Your Teams Use Every Day

Unite the applications your teams rely on, such as Salesforce and DocuSign, with the automated processes of Laserfiche Cloud — including direct and custom integrations as well as last-mile integration tools powered by RPA technology.

Automatically Sync Your Data with Direct Integrations

Integrate directly with Salesforce, Dynamics 365, Microsoft 365, DocuSign, Ellucian and Redtail with tailored interactions that reduce development efforts.

Create Custom Integrations that Fit Your Business

Leverage custom integration tools for developers to create synergy with your existing infrastructure and software applications.

Integrate Legacy Systems with RPA

Use workflow bots that capture information from third-party websites, spreadsheets and other applications to integrate legacy and proprietary systems.

Would you rather schedule a
personalized Laserfiche demo?

Let us show you how Laserfiche can help automate your business and transform the way you do work.

Download Now