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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: With the help of M-Files, Valeo Financial Advisors was able to standardize client deliverables and maximize collaboration

Heidi Immonen-Isomäki

Located in Carmel, Indiana, Valeo focuses on its clients’ entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning, providing peace of mind that can only come from knowing all asp...
- 9 Aug 2023