Requestor Information
Full name, contact details, and department ensure the imaging team can resolve questions and document custody for audits.
A consistent form reduces missed pages, incorrect file types, and rework. It clarifies scan quality, labeling, and handling of confidential items, which helps preserve evidentiary value and regulatory compliance.
The requester is usually the department owner or staff member who has custody of the paper records and knows required metadata and retention rules.
Completed forms travel with the batch to scanning services or an internal imaging team and are retained with the electronic record to document intent and handling.
| Field | Configuration |
|---|---|
| Scan DPI | 300 DPI for text; 600 DPI for detailed images. |
| File Format | PDF/A for long-term retention; searchable PDF for OCR. |
| OCR Language | Select English or appropriate language pack for better accuracy. |
| Naming Convention | Use YYYYMMDD_Department_DocType_BatchID. |
Full name, contact details, and department ensure the imaging team can resolve questions and document custody for audits.
Unique batch or job number ties physical pages to electronic files and supports reconciliation after scanning.
An itemized list by document type and page count helps detect missing pages and supports quality control checks.
Explicit scan settings (DPI, color, duplex) and OCR needs reduce rework and improve search accuracy.
Flag PHI or privileged material and specify redaction, secure handling, or HIPAA BAA requirements where applicable.
Indicate target repository, access groups, and whether originals should be returned or destroyed.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Confirm file formats, integrations, and authentication methods before sending scanned records to a vendor or internal system.
Ensure the chosen platform supports required security standards, preserves metadata, and provides a detailed audit trail for chain-of-custody and compliance.