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Q: Our company plans to image all active customer files. Should each department do its own scanning, or should we centralize the scanning operation?
A: Centralized scanning is the best option, but departmental scanning can be very beneficial specifically in a remote environment.

Q: Can I apply user security based on a document type?
A: Yes, document security is easy; document security can be done in two ways, either by assigning users to different projects or by setting up document level security based. Document level security is accomplished by setting up groups, granting access based on any one of the index fields established, and assigning users to those groups.

Q: Should we image closed files to save space?
A: Imaging old files that are not frequently accessed are usually not a good investment. It makes more sense to balance costs involved in imaging against costs to store old files with an out sourced vendor.