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How To Start And Implement Your Document Imaging Plan

document imaging plan

Transferring your documents into a digital format is easier with a plan!

As the disadvantages of managing paper documents start to become a burden in your office, investing in a document imaging systems starts to become more and more appealing. However, transitioning to a document imaging system can be quite the undertaking if you are ill-prepared. Therefore, we created an easy to use guide that will help you make a smooth transition to a document imaging system with this epic plan.

Administer A Needs Assessment

More often than not, when you are reaching for a document imaging system your organization may have already risen to a new high. It may be necessary for you to assess what exactly your specific needs are and what specifically you want to get from a document imaging system. In fact, it’s best to start right with the documents themselves. Think about which documents need to be stored and saved electronically and which ones actually need to be accessed physically. Furthermore, consider whether you need all of your documents stored digitally or simply a few of them. Gaining a sense of what exactly you need will allow a professional to better assist you when it comes time to implement your document imaging plan.

Develop A Smooth Transition Plan

Another key step in creating a document imaging plan is to develop a transition plan. In fact, creating processes that facilitate a transition can do wonders for your office as you embark on implementing a document imaging system. For example, you can set up retrieval and indexing plans for all your digital documents. A huge perk of document scanning is the great ease that you have to index all your files. Therefore, it is very important to prepare your office for a transition phase when you move to a document imaging system.

Figure Out Whether Conversion With Be On-Site Or Off-Site

Understanding whether you need on-site conversions via document scanning equipment or off-site conversion is a critical aspect of your document imaging plan. Make sure you know what your office’s needs are before you decide on the best conversation situation for you.

At Micro Record, We Can Help With Your Document Imaging Needs And More

Micro Record can help your business upgrade your meetings and technology with interactive whiteboards. For more information about how we can help your business utilize proactive monitoring, a transition to doing things digitally, get rid of sensitive documents securely, or benefit from new technology solutions, visit us online or give us a call at (877) 410-SCAN. For more tips on transitioning your business to paperless document management, follow us on Facebook, Twitter, LinkedIn, Google+, YouTube, and Flickr.


This entry was posted on Wednesday, April 12th, 2017 at 3:09 pm. Both comments and pings are currently closed.