Financial Industry Groups - Demo

Electronic document management systems follow a consistent set of guidelines developed and matched to the specific needs of our clients. Important to the process, however, is proper preparation of those documents to be scanned and/or imaged. Our proven "best business practices" adhere to the following procedure to insure that all documents are organized and ready for electronic imaging:

• An inventory of each box is prepared that details what documents and folders to be scanned are in each box.
  
• Bar coded documents are grouped together by logical category, such as loan number or policy number " for instance.
  
• Scanning folders are then organized by properly marked and ordered boxes for electronic imaging.
  
• Records to be imaged are quality controlled to insure that they are in the correct scanning folder.
  
• The boxes of documents and records to scan are then grouped together into logical batches and batch numbers are assigned.

Once the hard copy documents arrive for electronic imaging they are logged and prepared for accurate and legible scanning. By this we mean that staples, paper clips and other non-paper obstructions are removed and that torn or dog-eared pages are straightened out. In addition, small notes and "post-it" tags that won't fit through a scanner are affixed to larger sheets that will move quickly through the paper scanners. Finally, separator sheets (bar code sheets) are inserted between logical files or records for a specific transaction or process to help with the indexing.

Finally, after all papers to be scanned are positioned for electronic imaging " they begin their trip down the production line to your paperless office. For a fun, easy to understand multimedia presentation of this process, CLICK HERE.