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M-Files News: All the Best Practices for Creating a Document Retention Policy

M-Files Community

On the one hand, document retention is one of those tasks that seems fairly straightforward. Depending on your industry, you're subject to certain compliance requirements dictating how information can be creat...
- 26 Jan 2022

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New Case Study: The Role of Knowledge Work Automation in Improving Document Management for a High-Net-Worth Family Office (Anonymous)

Heidi Immonen-Isomäki

This U.S.-based family office provides a variety of financial services for a high-net-worth family. With offices across the globe, the firm also handles legal matters, as well as taxation services and investment management for the family. …
- 27 Jun 2024