Best Practices

For Records Managers, the requirements are to clear the clutter and capture the true documents as early as possible in the digital matter file. The requirement to retain a physical document are rare, (wet signatures, regulatory compliance, etc.). Once-and-done is the name of the game for records and retention compliance. Good policies enable post-scan shredding to be done confidently on a consistent regimen. With Airmail2 quality controls, Information Governance (IG) staff can focus on efficiency.

Optimizing a Digital Mailroom

• Provide examples how to correctly identify and profile documents
• Training on naming conventions
• IG policy refinements
• Exceptions to the firm’s scan and shred policy

Requirements include the ability to direct scanned documents to the intended destination folder in the DMS. Define standards for profiling repetitive doc types to make users more efficient.

“Geeks are people who love something so much that all the details matter.”

– Marissa Mayer