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Streamlining Plant Applications Workflow & Internal Controls for Efficient Document Management

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Presentation Transcript

  1. Session V Title Plant Applications

  2. Workflow Processes & InternalControls • Scheduling of scanning and indexing • Employee incentives for backfile scanning and indexing • Guidelines and rules for indexing • How is the plant verified?

  3. Problem Instruments & Legals • How posted for easy identification? • Color code the hit list to identify • Using the system for chain of title • GI index combined with plant or in a separate database

  4. Prior Data and Fiche/Film • Why take the time to do it? • Outsourcing of scanning & film conversion • Merging data records with scanned instruments • Scanning tract books, index cards, and maps

  5. How About Other Paper? • Setup database for policy/closed files • Covenant files/restrictions/clouded title research papers

  6. What’s In the Future? The Future is Now. • Electronic Filings • Sending/receiving closing documents electronically • Providing the closing package in electronic format • How can halFILE help?

  7. THANKS FOR PARTICIPATING!!

  8. Questions?

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