PrinterNet Imaging Solutions, Inc.

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FileScan Needs Inventory


In order to design the best solution it is important to conduct an on-site needs assessment. To accompany the needs assessment, this needs inventory helps us prioritize the results. Please carefully specify whether each of these features is Required, Optional or Not Needed at all:

  1. Store email messages as PDF documents outside of E-mail System.

    Required
    Optional
    Not Needed

  2. Group a selection of multiple documents for printing or sending.

    Required
    Optional
    Not Needed

  3. Create PDF documents or reports from contacts and/or job data.

    Required
    Optional
    Not Needed

  4. Create documents and merge to an editable format in MS Word prior to converting to PDF.

    Required
    Optional
    Not Needed

  5. View PDF Documents from within Outlook contact.

    Required
    Optional
    Not Needed

  6. While viewing documents, black/white out confidential information or add annotations, stamps or signatures.

    Required
    Optional
    Not Needed

  7. Maintain original documents when a new/updated version of the documents are created.

    Required
    Optional
    Not Needed

  8. Maintain audit trail by user/machine for all document access.

    Required
    Optional
    Not Needed

  9. Maintain the ability to determine whether documents remain in their original electronic form, free of tampering.

    Required
    Optional
    Not Needed

  10. Automatic archival and/or destruction of electronic documents on an aging schedule.

    Required
    Optional
    Not Needed

  11. Automatic reminders of documents needing renewal.

    Required
    Optional
    Not Needed

  12. Automatic reminders of documents pending approvals.

    Required
    Optional
    Not Needed

  13. Ability to view and manage documents in offline mode from out of the office and not connected to the Internet.

    Required
    Optional
    Not Needed

  14. Ability to remotely view and manage "real-time" documents securely over the Internet.

    Required
    Optional
    Not Needed

  15. Ability to scan documents and forms into the system which originated outside the office.

    Required
    Optional
    Not Needed

  16. Automatic document recognition, separation, indexing and storage of batches of documents.

    Required
    Optional
    Not Needed

  17. Automatic deskew, despeckle, rotation and image correction for scanned documents.

    Required
    Optional
    Not Needed

  18. Automatic deskew, despeckle, rotation and image correction for faxed documents.

    Required
    Optional
    Not Needed

  19. Quality checking before permanent storage of scanned images.

    Required
    Optional
    Not Needed

  20. Automatically capture, recognize, store and notify of documents received by fax.

    Required
    Optional
    Not Needed

  21. Automatically capture, recognize, store and notify of documents received by email.

    Required
    Optional
    Not Needed

  22. Share documents with clients outside the office through a web interface.

    Required
    Optional
    Not Needed

  23. Link to QuickBooks from database document management system.

    Required
    Optional
    Not Needed

  24. Ability to add documents or digital photographs from outside the office over the Internet.

    Required
    Optional
    Not Needed

  25. Please identify your Email address:


Marshall Berg, BS, MCP, CDIA+.
Copyright © 2003 PrinterNet Imaging Solutions, Inc. All rights reserved.
Revised: 11/19/08