Paper Conversion Questionnaire Template
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1PAPER CONVERSION QUESTIONNAIRE
FILE FOLDERS
Folder Condition:
Folder Thickness:
Good
Fair
Poor
Normal
Heavy
Hand Feed
Scan File Folders:
Folder Disposition:
Yes or No
Front
Back
Discard
Keep & Return
Held by Brackets/Brad:
Remove Brackets/Brads:
Yes or No
Left-side
Right-side
Yes or No
Cut off Tabs:
Scan Tabs within Folders:
Yes or No
Yes or No
ORDER OF PREPPING
Place Loose Papers On:
Left-side
Right-side
Place Right-side Papers On Top Of Left-side:
Yes or No
Place Left-side Papers On Top Of Right-side:
Yes or No
POST-IT NOTES
Scanned:
Yes or No
Tape Blank Space Anywere:
Yes or No
tape on back of original sheet or carrier sheet
Yes or No
If Not Scanned:
Discard:
Yes or No
Keep & Return:
Yes or No
CERTIFIED MAIL CONFIRMATION/RECEIPTS
Scanned:
Yes or No
Does Back Side Need To Be Scanned:
Yes or No
ENVELOPES
Larger than standard sized letter/legal size envelopes:
Yes or No
Open and processed sealed envelopes:
Yes or No
If no, place envelopes into original folder and back to box:
Yes or No
REGISTER RECEIPTS
Taped, but covering user data:
Move to carrier sheet (blank sheet) or Tape on back of original sheet
SMALL DOCUMENTS (BUSINESS CARDS OR SMALLER THAN A 3 x 5 INDEX CARD)
Scan both sides if user data present:
Yes or No
PHOTOGRAPHS
Scan:
Color:
Yes or No
Color
B&W
Grayscale
PAPER TYPES PRESENT
(circle all that apply)
Regular Bond
Onion Skin
Thermal
Carbonless
Card Stock
Coated Paper
PAPER SIZES
Regular (up to 11 X 17)
Architechtural Drawing (A, B, C, D)
Engineering ANSI, A, B, C, D, E, R
Continuous Feed
NOTE OR INDEX CARDS
BOUND DOCUMENTS
Yes or No
Yes or No
CIRCLE CHOICE FOR PROJECT OVERALL
○ Color, B/W, Grayscale
○ Pdf, tiff, full text searchable pdf
○ Simplex Duplex
○ Resolution 200 300 400
○ Blank page deletion
○ Redaction Y/N
○ Document Classification Y/N
Indexing Structure or file name convention
File delivery format: XML with text file, comma delimited PDFs,
Delivery Method: SFTP, HD, CD Direct Upload into system
GENERAL
Destruction Needed YES____ NO____
BIS will pick up YES____ NO____
Follow On Storage YES____ NO____
Customer site boxing YES____ NO____
Boxes needed YES____ NO____
AVG # of Pages per document :____________
Return all paper to customer upon job completion YES____ NO____
AVG # of folder per box :___________________
# of Index Fields per document:___________________
Re-bind / re-assemble documents YES____ NO____
Total estimated volume (pages):___________________
100% Image Quality Control - YES____ NO____
Data Set indexing augmentation AVAILABLE YES____ NO____
Total (1.2 cf boxes):___________________
Retrievals required: Y/N Next Day Same Day RUSH
Physical or electronic
___________________________________________________________
__________
Account Rep Name:
Initials:
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Parent category: Life