We have a large amount of clients who have transferred their records storage provider from another company to us. The process for transferring storage is fairly simple, but I wanted to review it with all of you for your reference.
Send an email to your current company requesting a full inventory in excel spreadsheet format.
Send an email to your current company explaining that you will no longer be utilizing their services.
Embassy RMS contacts old company to set up the transfer of boxes (we will pick the boxes up from their facility).
Embassy RMS barcodes boxes with new barcode and scans them into system with old reference code, which lines up with the inventory spreadsheet from the old company.
Embassy RMS double checks the accuracy of reference scan.
Embassy RMS puts boxes up onto shelves in secure warehouse and scans each box to its new location.
You can request boxes or files in the online client portal!
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