Like most agencies, we made a lot of mistakes when we first began scanning documents six years ago. Perhaps you might find our experience instructive.

After several false starts, we decided to analyze our agency’s optimum workflow. We explored the possibilities of scanning in advance of distribution, during work processing and after the fact. We decided back then that the best solution for us was for service representatives to chose which documents to scan and do the scanning at their individual workstations. The scanned documents would then be stored on a central server.

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