Business Records Management has the solution to reduce costs in processing and managing active records. FileTrail software streamlines active records management in your offices, and integrates with BRM’s database to manage records from creation through destruction.
Never Lose a File
FileTrail eliminates misplaced files and the hours employees spend in the paper chase. Folder locations are recorded quickly and accurately with barcode scanning. Those employees without scanners easily hand off folders with the Transfer function.
Simplify Storage and Retrieval
FileTrail communicates directly with BRM, allowing you to store and retrieve records without using paper forms. Staff can request archived records from their desks. Orders for delivery or pickup can be placed from your file room. This program also records Receipt of Deliveries and Transmittal of Records in your file room. Each of these are communicated to BRM electronically, without any handwritten forms or printed reports.
Know What Exists
FileTrail gives you instant access to determine if a folder really exists. Too often, exhaustive searches are done for folders that haven’t even been created. This program allows desktop access and personalized searching, incorporating the familiar terminology used in your everyday business. It provides search results with one-click access to descriptive detail, location history, field edit history and other important information.
Eliminate “The Hunt”
FileTrail eliminates wasted trips to the file room with powerful search and request tools. Studies have shown that about 28% of trips to the file room are wasted because the desired folder is either at BRM or checked out to another employee. Folders at BRM can be requested, and folders that are already checked out can be retrieved or borrowed from the current holder.
Automate Boxing and Labeling
FileTrail simplifies boxing of folders. Simply scan the BRM box barcode and each of the files going into the box. There is no need to fill out handwritten forms – all information is in your own database. FileTrail saves time and standardizes folder labeling. It prints data from your database and a unique barcode on your customer-configured labels. You can print color-coded strip labels, reducing labeling effort by up to 60%.
Advantages
Automated filing and retrieval in your file room and with BRM
Providing full access to search, identify, locate, and request file folders and boxes
Electronic interface with BRM to automate ordering and eliminate transmittal forms
End-user training at your site or at BRM
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