Document Imaging Impact on Objectives and Banking Processes

Download This Worksheet on Document Imaging’s Impact on Objectives & Banking Processes

This free worksheet will help your financial institution evaluate how a document management system will fit with existing objectives, processes, and stakeholders.

How Can My Institution Use this Worksheet?

This spreadsheet is designed to help institutions evaluate needs and identify how a document management system can be incorporated into existing processes and workflows. Get everything on paper before going paperless!

  • Stakeholder Impact
  • Function
  • Process Impact