Getting Started with Commercial Records Management

 

When you become an AssureVault customer, we will work with you to complete the following steps:

Initial Meeting

We will schedule an initial meeting during which we will do the following:

  • Review forms
  • Review customer guidelines
  • Review contact instructions for customer service, emergency retrieval requests, etc.
  • Review your physical collection of records
  • Establish a pickup and delivery/rotation schedule

 

Complete Forms

You will complete the Customer Profile and User Authorization and Access Rights forms. We encourage you to do this online using Records Connect.

Create Account

We will create your account in Total Recall™, including the authorized user and any departmental information provided on your forms.

Pickup Records, Disks and Tapes

Our driver will come to your facility to pick up your materials.