Customized scanning

Customized Document Scanning System for Any Business

We configure the sections, index fields, permissions and alerts your records need. Your team scans with one touch into searchable PDFs.

  • Custom sections and permissions
  • Free consultation
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Encrypted data
Cloud backup
Why customized

Why choose a system built around your business?

Generic folder structures don't match the way your team works.

Fits how you already work

Files are organized and searched the way your staff already thinks about them.

Works for any industry

HR, financial services, government contractors, non profits or any business with paper records.

Grows with you

As your needs change, sections and permissions can be adjusted.

What can you scan?

  • Employee files
  • Client files
  • Contracts
  • Invoices
  • Certifications
  • Correspondence
  • Project records
  • Donor and volunteer records
  • Property files
  • Student records
  • Vendor files
How it works

How is the system customized for my business?

See the full step-by-step process.

  1. Free consultation

    Tell us about your documents and who needs access.

  2. We configure your system

    We define your sections, index fields and user permissions.

  3. We set up your station

    Fujitsu fi-7160 scanner: 70 pages per minute, duplex, 80-sheet feeder.

  4. Your team scans with one touch

    Documents are stored as OCR-searchable PDFs in the secure portal.

What you can customize

What can you customize in Scanning Assistant?

Sections

Split each file into sections like "Contracts" or "Invoices" and see which required documents are missing.

Index fields

Choose what is captured when scanning, such as a name, ID number, date or location.

User permissions

Set view permissions per user and per section; a manager can see the complete file.

Reports and alerts

Track certifications, licenses or required trainings so nothing expires unnoticed.

Workflow

Pick the record, choose the section, press Scan. Import external PDFs and images too.

Scanning options

Black and white or optional color, up to 600 dpi, on both sides of the page.

Frequently Asked Questions

It is a scanning system set up around the way your business already organizes its records. With Scanning Assistant, the sections, index fields, user permissions and alerts are configured for your documents instead of forcing you into a generic folder structure.

Yes. Any business that keeps paper records can use it, because the sections and fields are defined for your organization. The site already describes setups for human resources, financial services, government contractors and non-profit organizations.

You can customize the sections a file is divided into, the information captured when scanning (such as name, ID or dates), which users can view each section, and the reports and alerts for date-sensitive documents.

Yes. External PDFs and images can be imported and combined with scanned paper documents in the same file.

Users log in to the secure, encrypted online portal from any major browser and search by name, ID or other criteria. OCR makes the text inside scanned documents searchable.

Request a free consultation or demo. We review your documents and workflow, configure the system and set up the scanning station, and there are no long-term contracts.

Ready to go paperless?

Book a free demo and see how it would work with your documents.

Book a Free Demo Contact Us
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