Talent Acquisition Team

Innovative • Service • Technology • Passion


Records and Information Management Features:

7 Steps to Ensure Scan-to-Shred Success

  • Expensive real estate designated for paper records storage
  • Space management
  • Escalating storage costs
  • Liability / risk holding unnecessary documents
  • Search and retrieval is inefficient
  • Security and confidentiality
  • Transition from paper to electronic footprint
  • 7-Steps  . . . Scan-to-Shred Strategy
    •  Go-Forward
    •  Legacy Back-File Records

Paper Challenges

IST Solutions

Are You Experiencing Paper Challenges?

IST Benefits and Value

  • Easy mobile search-and-retrieve
  • Secure controlled access
  • PHI, PII protected
  • Chain of custody audit
  • Digital images applied to retention guidelines
  • Reduced off-site storage costs

Developing and implementing a Scan-to-Shred initiative will assist the firm’s employees in transitioning from paper to electronic records management. Whether a back-file conversion or a go-forward strategy, the ultimate value of scan-to-shred is reduced risk and reduced cost.

  • Workflow provides routine inbound document scanning
  • Indexing classifies documents for easy and efficient search and retrieval
  • Immediate access to documents
  • Back File converts paper documents into secure images
  • QC audit procedures ensure image integrity
  • Storage ensures secure accessibility for required retention period

IST Scan-to-Shred Methodology

document assessment and preparation

  • Purge ROT (Redundant, Obsolete, Trivial)
  • Identify Excecptions
  • Apply Retention Guidelines
  • Take Security Precautions
  • Prep for Scanning (Remove clips, staples, etc.)


  • Scan/capture all data including text, numbers, notes, etc.

quality control

  • Verify page count with original source
  • Verify integrity of images
  • Verify data, images, margin notes, etc. are captured clearly


  • Inventory documents using guideline for document and category type
  • Ensure all fields are indexed completely and accurately

store image

  • Save image to appropriate directory or file folder

scanned document hold

  • Hold original scanned documents for prescribed number of days (not less than 30 days)
  • Ensure original documents are secured during hold period
  • Rebuild only documents requiring long-term preservation


  • Shred all original source documents from Scanned Document Hold


Thanks for Your Interest.

An IST associate will follow up with you shortly


IST Management Services, Inc.

934 Glenwood Ave.
Atlanta, GA,

United States 30316

get in touch

which ist product is right for you?

Submitting Form...

Form received.

The server encountered an error.