Scan Quality
Specify minimum resolution (typically 300 dpi for text), color mode, and compression to preserve legibility while managing file size; these settings reduce OCR errors and improve downstream review accuracy.
A template reduces processing errors, shortens indexing time, and ensures each scanned file meets retention and regulatory needs. Standardization supports reliable OCR, easier retrieval, consistent metadata, and smoother handoffs to eSignature or records management systems.
Organizations that digitize records and need consistent, auditable electronic copies use scanning templates.
A template supports operational teams, legal reviewers, compliance officers, and downstream signers or processors.
Specify minimum resolution (typically 300 dpi for text), color mode, and compression to preserve legibility while managing file size; these settings reduce OCR errors and improve downstream review accuracy.
Define OCR language, confidence thresholds, and post-OCR proofreading steps so the resulting PDF includes a selectable, searchable text layer for indexing and eDiscovery.
Include mandatory fields such as Document Title, Source ID, Scan Date, Creator, and Confidentiality Level to ensure consistent classification and automated routing.
Require PDF/A or non-rewritable PDF with embedded OCR and unambiguous filename conventions to support long-term preservation and compatibility with eSignature platforms.
Record who scanned, who reviewed, timestamps, and any edits or redactions; a complete audit trail supports compliance reviews and legal defensibility.
Specify access restrictions, encryption at rest and in transit, and whether a BAA or additional contract terms are required for regulated data.
| Field | Configuration |
|---|---|
| OCR Language | English | Set confidence review at 80% threshold |
| Resolution | 300 dpi | Default for text documents |
| File Format | PDF/A | Long-term preservation format |
| Retention Rule | Auto-tag | Apply retention policy based on doc type |
Ensure connectors are configured for automated ingestion, metadata mapping, and secure storage to avoid manual rework.
Provide upon payer request; no fixed IRS deadline
To employees by January 31 each year
Recipient and IRS due January 31
Paper to IRS by February 28; e-filing by March 31
Form 1040 due April 15 (extension to October 15 with Form 4868)
| Criteria | Scanned PDF | Native Digital File |
|---|---|---|
| Source Availability | paper-only | original digital file present |
| Searchability | requires ocr | text natively searchable |
| Authenticity | image + audit trail | native metadata evidences origin |
| Best Use | legacy records | current document creation |
| 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 | Free trial available | Free trial available | Free trial available | Free trial available |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
A brokerage scanned closing packages using a standardized template to ensure correct exhibit order and metadata.
A clinic scanned patient charts using a HIPAA-aware template and BAA controls.