Document Imaging Information Inventory Form

Instructions:
Identify all the documents/information in your unit that will need to be stored in a document management solution.

Estimated number of documents should refer to the number of separate images associated with the document.

  • Contracts as an example would be as follows:
    Estimate that the average contract is 10 pages with 10 contracts being stored in my immediate work area for a total of 100 documents.

The data from Estimated Number of Documents will be used to estimate the total number of documents that will need to be imaged and is valuable for estimating the amount of electronic storage required for your unit.

  • Legend for Retention Period AC - After Closed AV - Administrative Value CE - Calendar Year End FE - Fiscal Year End LA - Life of Asset MO - Months PM - Permanent US - Until Superseded

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