Questionnaire – Document Management Project

Customer Info:

Company *

Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Name of Department (if multiple, please create a questionnaire per department) *

Primary Contact Information:

Name *

First

Last

Title *

Email *

Phone number (optional)

Scope:

Total number of potential system users in the department? *

Are all people located in a central facility? If not, how many locations are there and where? *

Issues:

Please briefly describe the primary issues you are having with documents – such as can’t find the documents, many duplicates, time consuming renaming and classification etc.: *

These issues include: *

Paper documents
Email
Electronic Documents
Large format engineering / architectural drawings

Please describe the issues of your above selected items. *

Current Processes & Archive:

Do you scan and store any paper documents currently? *

Yes
No

What type of scanner(s)? *

Dedicated scanners
MFP (Multi-Function Devices)

How are the documents named and how are they are organized in folders and subfolders? *

Do you have a file room where paper documents are stored? *

Yes
No

Do you plan to convert all the documents to electronic documents? *

If you had one single goal for this project, what would it be? *

File Naming Conventions:

Do you use a shared file server to store your documents as PDF files? *

Yes
No

Do you have a standard methodology for naming folders, subfolders and files? Describe per document type. *

E.g.. Document Type: Supplier invoices, File Structure: SUPPLIER/INVOICES/YYYYMM_SupplierName_ReversedInvoiceDate_InvoiceNumber.pdf

Do you use a cloud-based system to store your documents? *

Yes
No

Please select your cloud-based system: *

Do you have a standard methodology for naming folders, subfolders and files on your cloud-based system? Describe per document type. *

E.g.. Document Type: Supplier invoices, File Structure: SUPPLIER/INVOICES/YYYYMM_SupplierName_ReversedInvoiceDate_InvoiceNumber.pdf

Do you use a content management system to store your documents? *

Yes
No

Please select your content management system: *

Other *

Do you use another system not mentioned above to store your documents? Please describe.

Useful Options:

Do you want to store searchable PDFs? *

Yes
No

Do you want to store super compact PDFs? *

Yes
No

Do you have a database available that we can use to auto-complete data? *

Yes
No

Please specify the type of database. *

E.g. SQL Server DB, MS Access DB, CSV, etc.

Is the data you want to extract often in handwriting or printed in a lower quality? *

Yes
No

Do you have any additional notes regarding the above options? *

Please check the box below to agree to the privacy policy and continue *

I agree *

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Questionnaire – Document Management Project

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