Document Preservation & Compliance

Margolis helps organisations to capture, manage, deliver and preserve information with document workflow solutions that integrate with back end systems, optimise business processes and increase efficiency.

At Margolis, we help businesses preserve their important documents and ensure these processes are fully compliant.

Data Compliance

It’s vital that critical business data is preserved in accordance with internal policies and external guidelines defined by authorities and regulatory bodies. This includes compliance with data protection legislation and retention policies defined by HMRC and trade bodies.

A Document Management System (DMS) will ensure your business has a robust records management policy in place to meet legal and ethical requirements.

Access to confidential documents can be controlled, so only those with the necessary privileges can view or modify them. For example, employee records may only be available to authorised members of the HR department.

It’s also important that a records retention policy is in place to ensure documents are preserved for a period of time defined by regulatory bodies or HMRC. A Document Management System allows you to define a retention period for all stored documents. After this period they can be automatically deleted or archived.

Understanding Document Preservation

We realise that understanding the processes and importance of document preservation can be difficult for businesses with no prior experience. This is why Margolis will work closely with your project team throughout the implementation of your compliance model. Once we understand your current business processes, we’ll help you find the best solution for your needs and budget.

We offer a number of secure DMS solutions from the biggest names in cloud-based document management, so you can rest assured your sensitive information is in safe hands and fully compliant.

To discuss document preservation and compliance, get in touch today. You can call us on 01689 473 732 or use our contact form.

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Key Benefits

  • Reduce costs
  • Save time, improve efficiency
  • Improve collaboration
  • Comply with regulations
  • Security and disaster recovery
  • Improve staff productivity
  • Automate business processes