Document Management Questionnaire

1. Does your compay currently store electronic documents in an existing document management system/File Server?

2. What are the pain points currently in your company while retrieving documents? Explain in detail

3. Are there any business processes being impacted by slow or un timely retrieval of documents

4. How many documents are generated on a daily basis, and at how many locations?

5. Are there any time periods during the year in which the volume of documents your company receives significantly increases in volume?

6. Does your company have a scanner? If Yes does it have the auto sheet feeder. Is the scanner available on the network

7. Do any of your documents contain notings/additional post it slips that you feel would need to be imaged in order to have an accurate electronic version of the documents?

8. Is retaining multiple versions of documents important to your company? Do you need major and minor version control?

9. With the ability to image your company’s documents, you will have the opportunity to set security on different document types. Do you want to limit the viewing/editing/deleting of a document based on an individual’s role/responsibility within the department?

10. Would you want to be notified (via e-mail alert) when documents are scanned and available in the document management system?

11. How many people in your company need access to your documents? All or a particular %

12. What percentage of remote users that would need access to view your company’s documents?