The infoRouter blog covers document management best practices, system maintenance, and practical guidance for organizations managing documents at scale. Whether you are evaluating an EDMS for the first time or optimizing an existing infoRouter deployment, these articles address the questions we hear most often.
Product News
infoRouter V9: Built for the Next 25 Years
The most significant architectural overhaul in years. A rebuilt interface, new Control Panel, and a modern design.
Best Practices and Strategy
When a Missing Document Almost Killed a Career
A proposal team learns the hard way what happens when version control is an afterthought. A cautionary story about document chaos and how to prevent it.
Keep SharePoint for Teamwork. Control Your Documents in infoRouter.
Already on Microsoft 365? Why to keep Teams and SharePoint for collaboration, manage the documents that matter in infoRouter, and how the two work side by side.
How to Create a Document Retention Schedule, Step by Step
Seven steps from inventory to approval, a template with the columns a schedule needs, and the mistakes that make retention schedules fail.
Shared Drive vs. Document Management System: When You've Outgrown the Network Drive
What a document management system does that a shared drive does not, when the shared drive is enough, five signs you have outgrown it, and how to move the folder tree as it is.
What Does a Document Management System Really Cost? A Total Cost of Ownership Checklist
The license is only part of the cost. Every cost to count over three years, the ones that are easy to miss, a worksheet, and the questions to ask any vendor.
Is Your Document Library AI-Ready? Six Things to Check
AI can only work with documents it can read, place and trust. One current version, consistent properties, clear permissions, readable text, little clutter and protected sensitive data, with a quick self-check.
Shadow AI: How to Use AI on Confidential Documents Without Leaking Them
Staff are already pasting company documents into public AI tools. Why banning it fails, the four ways organizations respond, and what to require before any document reaches an AI service.
infoRouter Implementation Checklist: Before and After You Install
Installing infoRouter takes 15 to 20 minutes. Everything that makes an implementation succeed happens around that step: compliant hardware and software, Library and folder design, users, groups, administrators and backups.
On-Premise vs Cloud Document Management: More Than One Right Answer
The real trade-offs of each deployment model, how single-tenant and multi-tenant differ, and the questions that decide which fits your organization.
How to Choose an EDMS: Questions to Ask Before You Invest
Integration, scalability, search, security, version control, and audit trails. These are the evaluation criteria that separate a good EDMS purchase from a costly mistake.
infoRouter Best Practices Guide
Proven recommendations for document sizing, metadata, naming conventions, folder depth, library design, and security configuration in infoRouter.
How to Create an Effective Document Folder Structure
A step-by-step guide to designing a scalable folder structure using Libraries, Smart Folders, naming conventions, and governance rules.
System Maintenance and Administration
How to Back Up the infoRouter Database
Step-by-step instructions for backing up the infoRouter database on SQL Server and MySQL, including synchronization requirements with the Warehouse and application directory.
How to Maintain the infoRouter Database
Why database maintenance matters, what happens when it is neglected, and links to platform-specific maintenance plans for SQL Server and MySQL.
How to Back Up the infoRouter Warehouse
Procedures for backing up the document Warehouse, including distributed mode considerations and tips for reducing backup size with the Compact feature.
How to Back Up the infoRouter Application Directory
What lives in the application directory, why it needs regular backups, and the steps to include it in your disaster recovery plan.
Supported infoRouter Versions and Platforms
Current version support policy, end-of-life dates, and guidance on upgrading to supported platforms.
Additional Reading
- EDMS Return on Investment. The financial case for document management.
- Top Ten Reasons to Choose infoRouter. What sets infoRouter apart.
- Why Is Document Management Important?. The business case, explained plainly.
- Document Management Pain Points. Common problems that signal you need a DMS.
- Document Management Facts and Figures. Research and statistics.
Ready to See infoRouter in Action?
Request a Guided Trial. We set up an evaluation with you, in the cloud or on your own server, with infoRouter Connect included, so you can test it with your own documents. No obligation.