Category: Document ImagingView all Categories

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Six reasons why financial institutions are digitizing paper documents (Part 2)

Thursday, July 6, 2017

The case for digitizing paper documents is getting stronger all the time. Here are three more factors behind the digitization trend.

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Six reasons why financial institutions are digitizing paper documents (Part 1)

Thursday, June 29, 2017

Across North America, we are seeing a rise in the number of document imaging initiatives by financial institutions. In a two-part blog post we explore the main reasons for this trend.

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How to Plan a Successful Document Imaging Project – Part 3

Thursday, March 9, 2017

We are now at week three of a four-part blog series on how to create a plan for your document imaging project. In this week’s post, we take a look at planning the scanning process and the post-scanning process. This section is where you get into the nuts and bolts of how the actual scanning process will unfold. There are several key stages to address:

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How to Plan a Successful Document Imaging Project – Part 2

Thursday, March 2, 2017

In last week’s blog post we kicked-off a four-part series on how to create a best practice plan for your document imaging project. As we learned, you need to start with a clear idea why you are embarking on the project. You also need a solid grasp of the business context and the collection of files to be scanned.

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How to Successfully On-board 130,000 Acquired Loan Files

Thursday, January 12, 2017

For a top-20 U.S. bank, the acquisition of two smaller banks created a huge influx of mortgage and loan files. To integrate the acquired files into its existing operations, the bank needed to undertake four steps: Review and organize the files, purging all non-records. Convert retained paper files to the bank’s standard formats for folders […]

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Best of 2016 Part 4: The Year’s Top RM Videos

Thursday, January 5, 2017

We have arrived at the final installment of our four-part blog post on the most popular records management resources from the past year. Over the past four posts we have shared the top white papers, records management guides and case studies. In our final post, we are pleased to share the top records management videos […]