Requester
Name, department, contact info, and authorization for the scan; identifies who approves retrieval and release.
Standardizing requests reduces lost or misfiled material, creates consistent metadata for retrieval, and creates an auditable handoff between physical and digital records while supporting regulatory retention and access controls.
Clear roles speed processing and reduce rework when each party follows a documented request process.
Name, department, contact info, and authorization for the scan; identifies who approves retrieval and release.
Itemize documents by title, date range, pages, and unique IDs to avoid scanning wrong or duplicate materials.
Indicate standard, expedited, or legal hold; priority determines processing queue and expected SLA.
Specify required metadata (client ID, account number, document type) to enable search and records classification.
Instructions for color pages, staples, redactions, OCR accuracy, or splitting multi‑document packets.
Define final destination: secure DMS folder, encrypted email, or eSignature platform upload for downstream workflows.
| Field | Configuration |
|---|---|
| Auto‑Indexing | Use metadata mapping to populate DMS properties |
| File Format | PDF/A for archival or searchable PDF for access |
| OCR Quality | Standard OCR vs. high‑accuracy OCR selection |
| Notifications | Email on completion and link to uploaded files |
Ensure delivery targets support the chosen format and authentication to avoid failures during transmission or signing.
24–72 hours for single requests depending on workload.
Same‑day or next‑day processing with priority handling.
Immediate processing and preservation until release.
Add 24–48 hours for high‑accuracy OCR and QC.
Requester receives completion notice with secure link.
| 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, no credit card | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No limit | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
A litigation paralegal requests a client file by title and date range to satisfy discovery
A clinic administrator requests charts for a patient transfer with PHI flagged and redaction notes