Document preparation is an important part of records management. A checklist should be followed to ensure fast project turnaround and easy document retrieval which includes placing files in proper sequence, inserting a title page, removing duplicates and staples, repairing torn documents, unfolding folded pages, completing transfer forms, and labeling boxes for pickup.
Document preparation is an important part of records management. A checklist should be followed to ensure fast project turnaround and easy document retrieval which includes placing files in proper sequence, inserting a title page, removing duplicates and staples, repairing torn documents, unfolding folded pages, completing transfer forms, and labeling boxes for pickup.
Document preparation is an important part of records management. A checklist should be followed to ensure fast project turnaround and easy document retrieval which includes placing files in proper sequence, inserting a title page, removing duplicates and staples, repairing torn documents, unfolding folded pages, completing transfer forms, and labeling boxes for pickup.
Document preparation is an important part of records management. A checklist should be followed to ensure fast project turnaround and easy document retrieval which includes placing files in proper sequence, inserting a title page, removing duplicates and staples, repairing torn documents, unfolding folded pages, completing transfer forms, and labeling boxes for pickup.
Document preparation is a key step in Records Management. Departments seeking fast
project turnaround time and retrieval should follow the checklist.
Place files in proper sequence.
Insert title page as first document in the file. Remove duplicate documents from the file. Make documents legible (trace over if necessary). Remove any bound documents from binders. Remove staples and paper clips. Repair torn documents (tape). Unfold any folded documents. Place files in record boxes in proper sequence. Complete Records Transfer Form and insert inside record storage box. Complete Box Label for each record storage box and tape to the front of the box. Contact Records Management for pickup or delivery of record storage boxes.