To scan or not to scan…that is the question I must ask…

What should be scanned and kept as record? This is the question facing many companies as they look for ways to move forward within the EDMS or move away from paper. Here’s the basic place to start:

• Decide how far back to go when scanning (recommend you go back 10 years)
• Bank statements, payroll, insurance certificates and HR documents are a no brainer
• Decide what records you NEED to keep vs what you would like to keep
• Pick a high volume scanner
• Make sure scanner can scan to open or search-able PDF…not an image or TIFF

I would recommend sitting down with your Attorney for a review of what documents her or she would like to see you keep. After that meeting you and your company need to establish a document retention policy and have that available for review by your auditors.