Scanning Project Questionnaire

Company Name *

Name *

First

Last

Email *

Phone Number *

City, State *

Brief Introduction *

1. What is the industry type of your business? (Healthcare, Education, Government, etc) *

2. What size documents do you want scanned? (Small format, large format) *

3. How are the documents currently stored? (Boxes, shelves, binders, flat files, filing cabinets) *

4. How many boxes, filing cabinets, flat file drawers, etc? Please specify the size of the banker boxes and length of the filing cabinet drawers if known. *

5. If filing cabinets, how many drawers per cabinet? *

6. Approximately, how many files and pages per file are in a drawer or box? (As an estimate, a max of 250 drawings fit in a flat file drawer, 8.5" x 11"- 5000 images in a banker box-double sided) *

7. Approximately what percentage of the pages are double sided? *

8. Are there many odd size pages mixed in the files such as post-it notes, receipts, large-format drawings? *

9. What document preparation is needed for the project? (removal of: staples, fasteners, binding strips, taping/repair) *

10. After scanning, do the hard-copy documents need to be re-fastened and put back into the file exactly as they arrived, or can they be just placed neatly back into the folder? *

11. What file format do we scan the documents to? PDF? What DPI? 300 is recommended usually. *

12. Do we pass the documents through the OCR (Optical Character Recognition) process to allow the documents to be searchable? *

12. What are the indexing requirements? (Simple file folder structure and file name, or complex metadata, bookmarks, or database creation) *

13. How shall we return your electronic information? (Thumb drive, external hard drive, FTP upload) *

14. What do we do with your paper documents? (Shred, return to client, send to archives) *

15. Is this a one-time project or will there be regular pick-ups? *

16. Can this project be completed off-site at our production center? *

17. Are there electronic files to be formatted as well? *

18. Additional Comments? *

Thank you for taking the time to complete this survey! We will get in touch with you as soon as possible!

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Scanning Project Questionnaire

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