john stuart web services coordinator 877.359.5492 x 1261 [email protected]
TRANSCRIPT
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John Stuart
Web Services Coordinator
877.359.5492 x 1261
Tendocs: Setting the Stage
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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?
What will we cover?
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Capture Manage Share
3 Key Elements in Document Imaging
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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
Capture
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Tagging by Categories and Document Types Data in Winten2 (Tenants, AP, Etc..) Tendocs Main Archive
Manage
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Security Set up review by Facilitator/PM. Based on what you currently do today in the
software. Emailing. Printing.
Share
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Leadership Communication Vision Timeline Accountability
How do we get started?
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Executive Director Project Facilitator Department Heads
Who is needed?
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File organization = Document Types. Applicant List – Begin with Intake. Recertification – Established Tenant folders. Purchase Order – Encompassing the Request, ,
Bid, Quote, and Requisition.
Where do we start?
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When you have been informed. When you organize your files. When you have a plan in place.
When do we start?
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Plan Buy In from the departments Cooperation Hardware Patience John Stuart’s number on speed dial!
What do we need to get started?
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What questions do you have?