Document Management Questionnaire

1. Approximately how many unique document types does your company have? Please list each distinct document type by name . e.g Work papers, computer printouts, bank statements, cad drawings, images etc

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

3. When you retrieve documents from a file cabinet/drawer how are they filed? If you were to search for your documents in a repository approximately how many search fields would you need to locate your document? E.g. Date, Name etc

4. 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?

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

6. 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?

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

8. Do you have a need to incorporate existing electronic documents (e.g. doc, .xls, cad file formats, pdf, and jpeg) into any Document Management System that you may evaluate?

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

10. Approximately how many business processes does your company have? Please list each distinct business process. E.g. Financial Reporting, Capital projects Accounting, Costing, Benefits Bank Reconciliations, Customer Quotations, etc

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?

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

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

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

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

17.