The Problem:Everyone needs to store financial recordsThe IRS requires we maintain our financial records for 3-7 number of yearsStoring and recalling documents take timeOrganizing financial records is time consuming and has its costs both financially and environmentally

The Solution:Financial records can be stored in DA Document Manager Scan hardcopy papers or receiptsOnline or digital records in PDF file format can be easily archivedOther online or digital records can be “printed” to a PDF file and then archived

Use of Dates: Using Date Processed as the "Order Shipped" date, separate from the Date on the Document as the "Date Ordered" will really save time

Document Title:Name of the Vendor

Keywords: Order number

User Defined Tag 1: Needs Attention - For quick to do lists

User Defined Tag 2: Incomplete Shipment - tag to track back orders

Passwords: Use passwords to protect sensitive information like; bank statements, credit card statements, income and other financial related items

Financial Categories:BankingCredit CardInsuranceMedical MortgagePayrollStore ReceiptsTaxTelephone

Subcategories:LegalMonthly BillReceiptsReference

Value Proposition:Low entry cost, high ROIAdding documents is fast and easyGreatly decrease the time to locate a document Reduce the cost consumables (paper, ink, toner, files and storage space) and carbon footprintA backup is very quick and easy to performMultiple users can access the same archive