While a paperless or paper-free office is a great goal to have if you value sustainability and want to implement eco-friendly practices, it isn’t 100% practical for all businesses. Completely eliminating all paper from the office can create confusion or open you up to liability. Instead, utilizing a hybrid model is smarter and safer. Hybrid record management involves strategic use of both hard copies and digital documents for enhanced security, efficiency, and speed. Citizens Business Archives can help you institute the ideal plan for records management in Tucson, AZ with document storage, indexing, and shredding services. Here is our guide to digital vs paper records.
Why Paper Records are Still Necessary
Here are some of the situations in which retaining paper copies of documents or records might be necessary:
- Contracts, deeds, notarized documents, and other documents that have original signatures should be kept for legal compliance
- Valuable or vital physical files should be retained to protect them from cyber-attacks or security breaches
- Financial and corporate documents should be retained for auditing purposes
- Microfilm, photographs, and other archival documents may have higher quality in physical form than a digital scan could achieve
Why You Should Also Digitize Records
Here are some reasons why it’s also a great idea to digitize or scan and save records:
- Documents are protected from fire, flood, and theft
- They can be found instantly using keywords
- Teams have global access from anywhere with an internet connection
- You can implement automated workflows for document sorting, routing, review, tracking, archiving, and deadlines or reminders
- You’ll save space and money on storage
How to Implement and Manage a Hybrid Document Management System
While each company is different, you can follow these basic steps for implementing and managing a hybrid document management system:
- Scan documents as soon as they come in to prevent missed deadlines, information gaps, and backlogs
- Use OCR software to make scanned text searchable
- Maintain high quality images to ensure legibility
- Create a unified indexing system that matches physical filing categories to digital counterparts
- Use consistent naming conventions between digital and hard copies
- Tag digital documents with keywords for easy searches
- Attach barcodes or QR codes to file folders and storage boxes for tracking
- Restrict access to the physical file room with a lock, keycards, or pin pad
- Create digital permissions for scanned files so that employees can only see relevant documents
- Create a unified indexing system that matches physical filing categories to digital counterparts
- Use consistent naming conventions, and tag documents with keywords for easy searches
- Create a universal retention schedule that corresponds to each document type’s lifespan
- Set up automated digital alerts warning you it’s time to schedule document shredding
- Use a certified document destruction company
Call Citizens Business Archives for Document Storage Solutions
Citizens Business Archives offers highly secure, scalable, and fully managed offsite document storage solutions in Arizona. Let us help you eliminate clutter, minimize cost, and reduce labor by storing documents in our secure facility, indexing them for tracking and retrieval, and shredding them at the end of their lifespan. We guarantee disaster protection through specialized storage for sensitive materials like digital media, x-rays, and blueprints. Our optional state-of-the-art indexing processes ensure efficient tracking and retrieval, with opportunities for deep data customization. Our document destruction processes maintain full compliance with HIPAA and chain of custody protocols. To learn more, call us today at (520) 882-4434 or contact us online.









