john stuart web services coordinator 877.359.5492 x 1261 [email protected]
TRANSCRIPT
John Stuart
Web Services Coordinator
877.359.5492 x 1261
Tendocs: Setting the Stage
3 Key Elements of Document Imaging. How does it start? Who does what? Where do we start? When do we start? What do we need to start?
What will we cover?
Capture Manage Share
3 Key Elements in Document Imaging
Scanners Local or attached to the workstation. Centralized or all in one (copy, fax, Scan).
Electronic version of Images Word, Excel, Image based PDF’s
Capture
Tagging by Categories and Document Types Data in Winten2 (Tenants, AP, Etc..) Tendocs Main Archive
Manage
Security Set up review by Facilitator/PM. Based on what you currently do today in the
software. Emailing. Printing.
Share
Leadership Communication Vision Timeline Accountability
How do we get started?
Executive Director Project Facilitator Department Heads
Who is needed?
File organization = Document Types. Applicant List – Begin with Intake. Recertification – Established Tenant folders. Purchase Order – Encompassing the Request, ,
Bid, Quote, and Requisition.
Where do we start?
When you have been informed. When you organize your files. When you have a plan in place.
When do we start?
Plan Buy In from the departments Cooperation Hardware Patience John Stuart’s number on speed dial!
What do we need to get started?
What questions do you have?
