Read the latest news from Watermark Technologies as well as tips for using our document management software.
As businesses look to streamline and improve their practices, attention is soon turned to how they are storing their documentation. For those who have been trading for a long period, or those who accumulate much information in their practices, storage space can become...read more
You may be surprised to hear that financial advisors spend up to 41% of their time on administrative and office management tasks, according to a Cerulli Quantitative Update. That’s an estimated 2 hours per day spent on tasks that aren’t...read more
Finding the right Document Management System (DMS) for an organisation can take some careful thought and consideration. Switching from paper records to storing data in a new manner can seem daunting, yet the process can be simple and easy, with two different options...read more
The working world is constantly changing, and a lot can happen in 5 years. Rising trends influence everything about the way we work, from the things we do, to the processes we use and the spaces we work in. Here are our top 3 predictions for how offices will change by...read more
With organisations trying to move away from paper the resulting electronic structures and naming conventions then used often reflect the individual elements of a file (Correspondence, Cheque, Research.... etc). Within "Template Maintenance" boxes can be created within...read more
Preparing for GDPR compliance The General Data Protection Regulation (GDPR) is something concerning organisations and businesses of all shapes, sizes and capacity, and has drawn huge amounts of attention from all quarters. With the deadline for GDPR compliance looming...read more