Tips on How to Scan Documents The Right Way

a document scanning project in a DMSThere are several good reasons to migrate to a paperless document system. Electronic records are easier to store and find, share remotely, reduce document storage costs, and are really easy to back up. However, the biggest issue is that most conversion projects start with a roomful of records to convert. That task can seem daunting if you don’t know how to scan documents. Here are some basic things you need to know to ensure you get an accurate quote for your office document scanning project.

What Items Should I Scan?

Most businesses don’t scan every piece of paper that they have stored. Check your records against the company’s retention schedule and shred anything that you no longer need.

Once that is complete, prioritize what you use the most and would provide the biggest benefit if you digitize it.

One way to solve this is to set a day-forward scanning date. All documents after that scan date are scanned, and everything older than that date is only scanned when it is accessed. This solution dramatically reduces what needs to be digitized while slowly converting older documents on an as-needed basis.

How Many Documents Do I Have to Scan?

how big is your scanning projectThe second step in any conversion project is to figure out how many pages you have to scan. i.e. scope of your document scanning project.

A standard file box (10” x 12” x 15”) will hold around 2,500 pages of records or documents.  A standard shelf holds around 200 pages per inch.

Most projects can be estimated based on a multiple of these averages. This is more accurate than attempting to estimate a number of files and then trying to estimate the number of pages per file.

What Will The Format of the Scanned Documents Be?

The most common format for electronic records is Portable Document Format (PDF). It is widely popular and easy to share and protect. In addition, some other options are Tagged Image File Format (TIFF) and Raw Image File (RAW).

The digital images can also be processed by Optical Character Recognition (OCR) software. This will turn the digital pictures into text documents. Once they are a text document, you can easily search for documents with keywords and edit them.

How Do I Prepare My Documents for Scanning?

how to scan documents checklist for starting your scanning project

Production scanners are designed to auto-feed letter and legal sized documents. They are high speed and scan up to 10,000 pages an hour. Preparation includes removing all the staples and bindings. Odd-sized documents must be taped onto standard paper.

Pictures and color documents must be separate. The documents are then re-assembled after scanning.

What Are My Electronic Document Management Options?

Once the documents finish scanning, they need proper storage. It is common to keep them on disks, but that dramatically reduces their usefulness.

At a minimum, you should back them up to a remote location. Therefore, a better solution to storing them is a Document Management System.

This makes the documents easy to find and manages who has access to particular information. You can manage the system in-house or via a cloud-computing service.

What is Indexing?

Indexing is the system that organizes the documents. It is a digital field applied to the file after it is scanned. This may be “date of record”, “patient name”, “customer number”, or other field that would aid in retrieving documents.

Additionally, indexing allows you to tag individual pages or files with unique identifiers that give you access to any file with a quick keyword search.

What is the Cost of a Document Scanning Project?

the cost of a document scanning projectThere are two options for completing a scanning project: use existing employees or hire a scanning service. The decision is largely based on the size of the project. For a couple thousand pages or less, it is generally cheaper to do the work in-house.

If you are outsourcing the work, then there are steps you can take to reduce the costs. By doing the scanning preparation in-house, it will save money.

Also be judicious in what you choose to scan. If it is unlikely you will need the document in the future, it will save money to leave it in a paper format.

If you are looking for a professional scanning company to help you digitize your office, our experts are here to help!

Connect With Scanning Experts Who Know How To Scan Documents The Right Way Today!

From document scanning to document storage, our experts will help you select a customized document management solution that fits exactly what you’re looking for.  

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