Document management

Digitising paper archives in your business

Digitising everything at once is a mirage. Prioritise what commits the business, then scale up.

By DocPilot team1 min read
Illustration of paper archives being digitised

Digitising is not an end in itself: it is a way into document management. Without indexing, you are just building a PDF graveyard.

A four-step method

  1. Prioritise (active files, risks, how often they are consulted)
  2. Scan at a legible quality
  3. Index with the minimum metadata
  4. Apply the retention policy (paper + digital)

Frequently asked questions

Which documents should you start with?
Those still in use or at risk (active contracts, sensitive HR files, files in dispute) — not the dustiest box.
Do you need OCR everywhere?
Yes, on everything that needs to be searchable. An image scan without text is just a digital drawer.
Where does DocPilot fit in?
Upload (including from mobile), OCR, record and filing in the same repository as born-digital flows.

Bring scans and digital flows together

Upload your scans to DocPilot: OCR, record and search in one place.

Free resource

Download the checklist: 25 points to set up effective contract management.

Download the checklist