In an effort to help organizations that are in the process of imaging and/or transitioning to electronic content management software, we’ve put together some key points you need to consider to make your project a success, including:

• creating a foundation for success
• determining the level of scanning
• conducting file audits
• applying records management best practices
• resourcing
• creating policies, procedures and training
• establishing chain of custody and file tracking
• managing physical content
• maintaining information access

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