Document and Records Management

Documents and records need to be managed with best intentions at hand, which means an established, governed process based on organizational efficiencies and best practices. Of course, document management is part of records management since many documents are records, however, not all records are documents. That’s confusing! 

At Envision IT, we simplify document and records management, helping clients make sense of document management concerns, designing strategies for digital file management including capturing, storing, modifying, and of course sharing.



We specialize in designing and implementing document and records management to:

  • Leverage workflow and process
  • Empower users 
  • Improve corporate governance 
  • Simplify search 
  • Maintain file organization 
  • Incorporate labels, tags and retention




From the envisioning stage to delivery, we work closely with you to understand your needs and deliver solutions that empower your business.