Everything You Need to Know About Document Imaging


Document imaging is a great solution for your whole business, helping with everything from organization to communication. But where do you start? Here’s everything you need to know about document imaging so you can feel confident jumping in!

Step One

The good news about document imaging is that it doesn’t involve a huge investment or a long-term learning curve. Instead, you can jump right in–but that might not be the most effective way to begin. In fact, it’s often best to do a little bit of homework by asking yourself a few simple questions.

  • Which documents need to be stored digitally?

  • How many documents need to be stored digitally?

  • What file types are you working with?

Knowing this information ahead of time can help you make the most out of document imaging by helping you get organized before you even begin. That way, it’s easier to let document imaging save time, money, and space in your business, all while you’re not even breaking a sweat.

What to Know

Now that you know where to begin, it’s time to learn a few helpful things about document imaging and how to put it to work for you!

  • Types

There are different types of document imaging for you to choose from. For example, maybe you only need basic services to store your data digitally; in this case, “capture” software might be best. On the other hand, if you’re looking for more intricate solutions–like optical character recognition, which makes it possible to search, edit, and share your files with ease–then “automated data capture” might be a better choice.

  • Tools

Remember that document imaging can complement other tools and solutions in your business, like document management. You’ll maximize your benefits without maximizing your costs!

  • Best practices

There are a few things to remember about document imaging–for example, not trying to do everything at once, and coming up with a plan ahead of time for what will be stored and what will be shredded. When you utilize these best practices, your document imaging experience can be a breeze.

Ready to get started with document imaging? Want to learn more before you jump in? Contact us today!

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