So you’ve decided to go digital—congratulations! Undergoing digital transformation is a rewarding process that will dramatically transform your employee and customer experience. Converting your physical records into digital files will not only improve accessibility, but it will also streamline your workflows and enhance your data security.
Before the document imaging process can begin, proper document preparation is crucial to ensuring a smooth and efficient scanning process. Here, we’ll explore some best practices for document preparation in digitization, covering tips and techniques for handling various document types and ensuring optimal quality in your finished product. Here’s the rundown:
Before diving into document digitization, remove staples, paperclips, and bindings from your documents. Left untouched, these metallics can wreak havoc on scanning equipment and cause frustrating paper jams. Instead of risking damage, grab some small adhesive notes to temporarily hold together any multi-page documents or delicate materials. They'll keep things neat and tidy in the meantime.
While sticky notes are great for reminders and separating pages pre-scan, they can be real troublemakers if they go unremoved during the scanning process, often hiding important information or causing unnecessary jams and delays. Carefully peel off any sticky notes, taking your time to avoid any tears or damage to the underlying document. Trust us—your future digital files will thank you for it!
Organization is the name of the game when it comes to smooth digitization. Begin by sorting your documents based on logical criteria—whether that’s date, type, or category—whatever works in unison with your electronic content management strategy. By grouping related documents together, you’re not only simplifying indexing, but you’re also supercharging your retrieval capabilities post-scan. It's the perfect system for finding exactly what you need at the stroke of a few keys.
Fragile documents, like aged papers or delicate manuscripts, require extra TLC during preparation. Clean, dry hands are the key here—no greasy fingerprints or smudges, please! For an added layer of protection, consider wearing a pair of non-abrasive gloves. They'll keep these precious documents safe from any potential harm. Lay them down on a clean, flat surface and gently flatten them as needed to remove creases or curling. Remember, we're preserving history here!
If you're digitizing books, you’ll want to open pages as much as you can for the clearest scans—and to keep everything in place without causing any harm, grab some weights to hold the book steady and make sure it’s camera-ready.
Oversized documents like maps, blueprints, or posters require extra attention during the digitization process, because you’ll want to capture every intricate detail without any distortions. To do so, flatten the oversized document as much as possible and smooth out any wrinkles or folds. If your document is too big to fit on a standard scanner, fear not! WCD has the equipment and expertise to handle those grand-scale documents with finesse.
7) Ensuring Cleanliness
Dust, dirt, and debris are not your friend when it comes to high-quality digitized documents. Using a soft, lint-free cloth or a specially designed document cleaning brush, gently wipe the surfaces of the documents, removing any particles that might compromise the scan quality. Always avoid using cleaning solutions or liquids that might cause damage.
Save time—let us prep your documents!
Do you have a hefty records collection and lack the resources or time to prep each document in-house? With full-service information solutions, WCD has the team and expertise to efficiently prepare, scan and manage your documents in the cloud. If your files are ready to embark on their digital journey, check out our services by clicking the link below.