A client sets up a customer file for each new customer. The information is collected from the finance department, compliance department, sales department, and accounting department. Each file will consist of 50-65 preprinted forms that are completed in each department. Once all the required forms are received from each department, the records department creates a file folder and stores all the account information in a mobile filing system.
As each department completes their process of filling out the forms, the forms are either faxed or copied (original remains in each department so they always have a convenient copy of departmental actions) and hand delivered to the records department. What would be the MOST cost effective option for making these static paper-based documents available for browser-based access?
A. Departmental scanners would create a file for each department to access.
B. Departmental scanners pointed at a hot folder that the Records Manager can then combine each departments scans for a particular client into one file published on the corporate intranet.
C. No change is needed as the current system is superior to the proposed solution.
D. An Electronic Document Management System (EDMS) solution should be purchased that can search, store, and retrieve these static documents.
