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Preparation Tips to Streamline Document Scanning and Capture

Wadih Pazos October 1, 2021

Preparation Tips to Streamline Document Scanning and Capture
Optical Character Recognition (OCR)
Although many organizations are striving to maintain a paperless office, occasionally having to work with printed documents will never go away. Oftentimes, these documents contain business-critical information that needs to be retained for various reasons, such as accounting, taxation or regulatory compliance.

Digitizing these documents is the only foolproof way to make sure the information on them stays safe. To ensure this goes smoothly, you need to make a few preparations.

1. Choose the Right Scanner

A personal desktop scanner, which is typically capable of scanning only a handful of documents every minute, is unlikely to cut it in the workplace. It’s critical that you choose the right type of device for the job, and chances are you’ll need something that can easily accommodate a wide variety of paper sizes.

While you might not necessarily need an industrial-grade scanner that’s capable of scanning thousands of documents every hour, you should look for something that isn’t going to take up any more time than necessary.

2. Use Automatic Document Feeders

An automatic document feeder is an absolute must when it comes to scanning your documents. That’s why most multifunction scanners, printers and copiers designed for the consumer market are woefully inadequate.

Document feeders greatly reduce the amount of manual labor, and they come in many different sizes. Many business-grade scanners have document feeders that support 10-20 pages, while larger ones can support hundreds. Be sure to choose something that suits your workflow.

3. Prepare Your Documents

Proper preparation of your documents before scanning is essential to avoid delays and to reduce the risk of paper jams and other technical issues. Be sure to remove any paperclips or staples from your documents, since they can damage the scanner. You’ll also want to remove any ripped or crumpled pages, since they’re likely to get jammed in the document feeder. If you still need to scan in documents that are physically damaged, you may need to do so manually by using a flatbed scanner.

4. Organize Documents in Batches

The only way to organize printed documents is to do so manually. After all, unlike digital document formats, they don’t contain any metadata that the computer can use to determine things like publication date and subject matter. That’s why you’ll need to manually arrange your documents into batches. This way, it will be much easier to save things to the right location and keep everything organized in your document management system (DMS).

If you have a particularly large number of documents to scan in, you might also want to keep batches separated by using document separator sheets with barcodes. This way, your DMS should be able to identify them.

5. Use Optical Character Recognition

When you scan in a document, it will be saved as an image. That means you won’t be able to search through the document using keywords. Instead, the only way to find specific content is to search through the document manually.

Fortunately, optical character recognition (OCR) does away with this serious limitation by allowing you to view and search through scanned documents. Furthermore, OCR helps prevent data leaks by automatically identifying sensitive data and enforcing security policies as required. That’s why it is a critical part of the document scanning and capturing process and something that every DMS should provide.

PairSoft provides a flexible way to consolidate, protect and manage all your documents, printed or digital. If you’re looking for a way to optimize your electronic workflow and regain control of your business data, contact us today to find out more.

Wadih Pazos

Wadih founded both PairSoft and PaperSave. He is an avid technologist who specializes in streamlining operations and maximizing productivity.

View all posts by Wadih Pazos
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