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2 allow you to make changes or additions to a document using sticky notes, a highlighter, or other electronic tools. Document images or text can be highlighted in different colors, redacted (blackedout or whited-out), stamped (e.g. FAXED or CONFIDENTIAL ), or have electronic sticky notes attached. Annotations should be overlaid and not change the original document. provide a log of who accessed and/or changed what and when, creating visibility and accountability. is the use of the terms AND, OR or NOT in conducting searches. Each term can be used alone or in any combination to widen or narrow the scope of a search. is the act of organizing documents, web pages, and other content into logical groupings based on their contents. ensures that only one person can work on a document at any time, eliminating the guessing game of which version of a document is the most recent. is online software that can be accessed from any web browser. It frees you from installing, administering and supporting software without compromising security or scalability. Best of all, it reduces your IT infrastructure costs and operational expenses while increasing efficiency throughout your organization. are the number of users of document management software that can access the software simultaneously. is the capability to manage and track the location of, and relationships among, content within a digital repository.

3 is a document that has either been electronically created or a paper document that has been scanned, creating an image of the original document. is an electronic signature that can be used to authenticate the sender of a message. with cloud document management software reduces your organization s risk by ensuring your digital and scanned documents are accessible even if you don t have access to your office. is the method of managing documents better to improve efficiencies, share and secure information faster and reduce costs associated with maintaining paper and digital filing systems. Document management services include document scanning, document conversion, content and data capture, implementing cloud-based or in-house document management software, workflow automation software, and integration with line-of-business software, such as ERPs or HRMS systems. is cloud-based or internally hosted software used to capture, store, track, retrieve and share electronic documents and/or images of paper documents. High levels of document security ensure only the appropriate people have access to documents and limitations can be placed on what they do with a document. Multiple users can access the software simultaneously from a computer or mobile device. Records retention rules can be set up within the software. Advanced functionality within document management software includes workflow automation for automated processing and e-forms for automated data capture. Administrators control access and activity reports provide insight into usage. is the ability to quickly and accurately locate documents stored within document management software based on matching a user query against indexed data or a word or phrase in a document. See document management software (DMS).

4 (or web forms) are forms designed, completed, signed managed, and processed completely in an electronic environment eliminating the need for paper and manual data entry. Completed e-forms can be stored in document management software. See document management. of scanned and digital documents in cloud document management software is typically determined by the number of gigabytes used. One gigabyte typically holds 25,000 pages. One four-drawer vertical file cabinet holds 20,000 pages on average. One standard box typically holds 2,000-2,500 pages. is the technologies, tools, and methods used to capture, manage, store, preserve, and deliver content across an enterprise. is the practice of identifying, classifying, archiving, preserving, and destroying records. The ISO 15489: 2001 standard defines it as "The field of management responsible for the efficient and systematic control of the creation, receipt, maintenance, use and disposition of records, including the processes for capturing and maintaining evidence of and information about business activities and transactions in the form of records." allows you to access documents stored in document management software directly from your other line-of-business software such as accounting or human resources. By integrating software you eliminate manual data entry, reduce errors and increase productivity. allows you to securely create, save, access, share and process the documents you need from any mobile device.

5 enables an enterprise to assign a specific life cycle to individual pieces of corporate information from creation, receipt, maintenance, and use to the ultimate disposition of records. The function of managing records is to meet organizational needs, business efficiency and legal and financial accountability. is a type of document annotation that provides word-level security by concealing specific portions of sensitive documents from view. Like all annotations in a document imaging system, redactions should be image overlays that protect information but not alter original document images. are a place where electronic data, images and files are stored and maintained. It is also a part of a document management software with specific functionality to control the check-in/out and distribution of material, version control, and look-up against defined attributes. is the capacity of software to expand into other applications or departments without requiring major reconfiguration, or re-entry of data. Additional electronic storage can be easily added to the software. are small versions of an image used to get a quick snapshot of what an image looks like. gives you the ability to identify the authorship and the sequence of different versions of a document. is a non-specific searching term primarily used as a substitute for characters or words. enlarges a portion of an image to view it more clearly.

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7 Digiscribe International and Digiscribe New England transform the way companies manage and process their documents with document scanning services, document management software and workflow automation services. We have over 25 years of experience empowering companies throughout the Northeast with cost-effective solutions that are backed by award winning customer service and industry-certified technical support. Digiscribe has one of the first SOC 2 Type 2 document conversion centers in the New York tri-state area. Digiscribe New England s document conversion facility, located just outside of Boston, is preparing for a SOC 2 Type 2 audit. All staff are HIPAA compliance trained

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