Seven Steps: One Streamlined Organization

With FileBank’s new solution underway, many clients ask exactly what is the process of converting physical files into digital ones. This post will allow all current and potential clients know what happens, and how it happens.

Step 1: Assessment: FileBank will analyze your organization’s information assets and mention how to divide your records into Active, Semi-Active, Inactive, and Obsolete. Records are transported by FileBank expert archivists.

Step 2: Web Client Portal: FileBank will set up your online account to have admission into FileBank’s client portal, access to your V-Cabinet™ , P-Cabinet™, and A-Cabinet™ (if applicable). We will launch security, passcodes, and user rights for the portal access.


Step 3: Digital Conversion of Active Files: Using our FileCapture™ Service, FileBank transforms your most active files, making them immediately obtainable through your V-Cabinet on your client portal.

Step 4: Inventory and Indexing of Semi-Active Files: Using our FileRequest™ Service, FileBank conducts file-level inventory and indexing for all of your organization’s Semi-Active Files.

Step 5: Inventory, Indexing, and Boxing of Semi-Active and Inactive Files: Using our FileBox™ Service, FileBank executes a box inventory and indexing for all of your organization’s Semi-Active and Inactive files. Physical Boxes are kept at FileBank’s state-of-the-art storage facility.

Step 6: Destruction of Obsolete Files: Upon state/agency approval, FileBank will utilize our FileTrack-n-Shred™ Service to professionally shred your organization’s Obsolete files and will issue a Certificate of Destruction.

Step 7: Complete Integration: Using our FileIntegration™ Service, your FileBank V-Cabinet™ P-Cabinet™, and A-Cabinet™ (if applicable) are seamlessly integrated to work with your company’s Enterprise Resource Planning (ERP) and/or accounting/financial systems.
 
Wish to learn more about our services, please visit our website.
 
Don’t forget to stay connected!