1 / 19

John Stuart Web Services Coordinator 877.359.5492 x 1261 johns@tenmast

John Stuart Web Services Coordinator 877.359.5492 x 1261 johns@tenmast.com. Tendocs : Setting the Stage . What will we cover?. 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?.

korbin
Download Presentation

John Stuart Web Services Coordinator 877.359.5492 x 1261 johns@tenmast

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. John Stuart Web Services Coordinator 877.359.5492 x 1261 johns@tenmast.com Tendocs: Setting the Stage

  2. What will we cover? • 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?

  3. 3 Key Elements in Document Imaging • Capture • Manage • Share

  4. Capture • 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

  5. Manage • Tagging by Categories and Document Types • Data in Winten2 (Tenants, AP, Etc..) • Tendocs Main Archive

  6. Share • Security Set up review by Facilitator/PM. • Based on what you currently do today in the software. • Emailing. • Printing.

  7. How do we get started? • Leadership • Communication • Vision • Timeline • Accountability

  8. Who is needed? • Executive Director • Project Facilitator • Department Heads

  9. Where do we start? • File organization = Document Types. • Applicant List – Begin with Intake. • Recertification – Established Tenant folders. • Purchase Order – Encompassing the Request, , Bid, Quote, and Requisition.

  10. When do we start? • When you have been informed. • When you organize your files. • When you have a plan in place.

  11. What do we need to get started? • Plan • Buy In from the departments • Cooperation • Hardware • Patience • John Stuart’s number on speed dial!

  12. What questions do you have?

  13. John Stuart Web Services Coordinator 877.359.5492 x 1261 jstuart@tenmast.com

More Related