TierFive Serves every major Business vertical in California and the following are the typical standard business documents used within in each that are vital records ideal for document scanning.
1. Manufacturing
- Engineering Change Order (ECO)
- Waybill
- Purchase Order (PO)
- Bill of Materials (BOM)
- Production Schedule
- Quality Assurance Report
- Work Order
- Packing List
- Inventory Report
- Material Safety Data Sheet (MSDS)
2. Healthcare
- Patient Intake Form
- Medical Billing Statement
- Prescription Form
- Health Insurance Claim Form
- Electronic Medical Record (EMR)
- Discharge Summary
- Compliance Report
- Informed Consent Document
- Lab Test Results
- Appointment Schedule
3. Financial Services
- Loan Application Form
- Credit Report
- Bank Statement
- Investment Portfolio Report
- Profit and Loss Statement (P&L)
- Balance Sheet
- Audit Report
- Tax Filing Documents (e.g., W-2, 1099)
- Insurance Policy Document
- Transaction Record
4. Retail and E-Commerce
- Sales Invoice
- Shipping Label
- Return Merchandise Authorization (RMA)
- Inventory Management Report
- Purchase Receipt
- Order Confirmation
- Promotional Flyer
- Vendor Agreement
- Customer Feedback Form
- Price List
5. Construction
- Blueprints/Architectural Drawings
- Bid Proposal
- Building Permit
- Construction Contract
- Change Order Request
- Project Timeline
- Daily Log Report
- Safety Checklist
- Material Delivery Receipt
- Inspection Report
6. Transportation and Logistics
- Bill of Lading (BOL)
- Delivery Note
- Freight Invoice
- Shipping Manifest
- Customs Declaration
- Transportation Agreement
- Route Schedule
- Incident Report
- Maintenance Log
- Driver’s Logbook
7. Technology and Software
- Service Level Agreement (SLA)
- Technical Specification Document
- Software Development Contract
- Project Plan
- Bug Report
- User Manual
- Release Notes
- Testing Plan
- License Agreement
- Invoice for Services Rendered
8. Hospitality and Tourism
- Reservation Confirmation
- Guest Registration Form
- Event Planning Contract
- Room Inventory Checklist
- Food and Beverage Menu
- Service Feedback Form
- Maintenance Request Form
- Employee Shift Schedule
- Incident Report
- Tour Itinerary
9. Education
- Enrollment Form
- Student Transcript
- Grade Report
- Attendance Record
- Course Curriculum
- Tuition Invoice
- Financial Aid Application
- Disciplinary Action Report
- Teacher’s Lesson Plan
- Accreditation Document
10. Energy and Utilities
- Energy Usage Report
- Service Connection Agreement
- Environmental Impact Assessment
- Maintenance Report
- Compliance Certificate
- Billing Statement
- Equipment Purchase Order
- Inspection Checklist
- Risk Assessment Document
- Power Outage Report
11. Real Estate
- Lease Agreement
- Property Deed
- Inspection Report
- Appraisal Report
- Purchase Agreement
- Title Insurance Policy
- Closing Disclosure Form
- Rental Application
- Eviction Notice
- Mortgage Statement
12. Legal Services
- Contract Agreement
- Non-Disclosure Agreement (NDA)
- Power of Attorney
- Litigation Document
- Case Summary
- Legal Opinion
- Settlement Agreement
- Affidavit
- Will and Testament
- Court Summons
13. Media and Entertainment
- Production Schedule
- Talent Release Form
- Script
- Marketing Plan
- Content Licensing Agreement
- Advertising Invoice
- Royalty Statement
- Storyboard
- Sponsorship Agreement
- Event Budget Plan
14. Agriculture
- Crop Yield Report
- Fertilizer Application Record
- Livestock Health Report
- Supply Chain Agreement
- Farm Lease Agreement
- Pesticide Usage Report
- Harvest Schedule
- Soil Analysis Report
- Shipping Invoice
- Grant Application
15. Government and Public Administration
- Policy Brief
- Public Meeting Agenda
- Budget Proposal
- Regulatory Compliance Report
- Grant Application
- Citizen Complaint Form
- Project Status Report
- Request for Proposal (RFP)
- Legislative Bill
- Incident Report
16. Nonprofit Organizations
- Grant Application
- Donation Receipt
- Volunteer Agreement
- Fundraising Plan
- Annual Report
- Tax-Exemption Documentation
- Event Itinerary
- Program Evaluation Report
- Board Meeting Minutes
- Strategic Plan
17. Telecommunications
- Service Agreement
- Installation Report
- Network Maintenance Log
- Bandwidth Usage Report
- Customer Service Ticket
- Service Invoice
- Contract Renewal Notice
- Outage Report
- Product Warranty
- Compliance Certification
TierFive Can Help
In an effort to go ‘paperless’ or at least ‘paper-lite’, many organizations are looking to move their processes to computer-based systems, reducing the need to keep physical records and speeding up day to day operations and accommodating remote workers. That still leaves the question of what to do with the vast back file of records many organizations have in file rooms, file cabinets and in offsite storage.
If you want to digitize your organizations paper records to digital image quickly and safely into an easy-access online system TierFive can help lets get started with a quick conversation or a simple online quote to gauge budget else feel free to give us a call to +1 (888) 547-2267 for a nice chat and a free consultation to learn about how we can help you digitize your companys documents.