Name:

Email:

Do you currently file physical documents or do you have an electronic filing system?

Physical Files: Yes No

Electronic File System: Yes No

If you currently use physical files, how many filing cabinets do you have? :

How frequently do you review and purge filed documents?:

Do you have documents stored off-site? : Yes No

If yes, what is the monthly cost of your offsite document storage per month?:

Do you have any business processes that utilize physical documents that could be streamlined? : Yes No

If you have an electronic filing system, have you implemented any automated business processes? : Yes No

If you store documents digitally, are the documents searchable, or can they only be found by file name?: