5 Best Practices For Document Digitisation

In today’s tech-driven world, the transition from cluttered paper documents to organized digital files has become a necessity. Document digitization doesn’t just streamline your workspace and enhance efficiency; it also reduces paper usage and your carbon footprint.

As we find ourselves increasingly reliant on technology for documentation, perhaps it’s high time to hop on the digitization bandwagon. In this article, we’ll shed light on the best practices for successful document digitization.

1. Establish Clear Goals And Objectives

Having clear objectives for your documents’ digitization is essential. These goals include reducing your office or workspace’s storage, improving accessibility, or enhancing document search capabilities.

Clear goals when performing document scanning and digitization also help you pick the ideal equipment, including scanners and computers. Below are the reasons setting clear goals during your digitization process helps makes the process more successful:

  • Focus And Direction: Identifying specific objectives helps you allocate resources and prioritize tasks easily. Moreover, it enables you to make critical, informed decisions.
  • Measurement And Evaluation: Having clear goals helps you establish key performance indicators (KPIs), informing you of the progress so far at every juncture. Also, it enables you to improve and adjust accordingly.
  •  Stakeholder Alignment: Involved stakeholders should be up to speed with your intention and expectations, which should align with theirs. That, however, will depend on how you involve them and how they understand the goal of this revamp.

Setting clear goals for your document digitization from the start helps streamline the process, making it more effective and fruitful.

2. Perform A Document Inventory And Develop A Digitization Plan

It also helps to understand your document volume, locations, and types to make this process more productive. This best practice enables you to create a template or spreadsheet that captures all essential details from the documents, including the associated department, date, and title.

Moreover, classifying documents into groups based on their categories enhances organization and defines the scope of your work. With well-arranged document bundles, tracking progress becomes less daunting—especially when using tools like barcodes or unique identifiers.

3. Prepare And Scan Documents Using Appropriate Equipment

Prepare your documents for digitization by removing staples, straightening pages, removing sticky notes, and mending torn pages. These steps yield high-quality scans and enhance efficiency.

Furthermore, pay attention to your scanner’s specifications to ensure compatibility with your document size. The right scanner can meet your digitization needs without sacrificing quality. As you scan, consider your preferred specifications—color mode, file format, and resolution—to create optimal digital files.

4. Implement Data Backup And Security Measures

Protecting your digitized documents from unauthorized access is crucial. This means implementing data backup and security measures. Decide on your backup frequency by considering the document volume and the importance of your data.

Choose sensibly when selecting a backup location, such as an external hard drive, cloud storage, or a local server. To bolster your documents’ security further, consider encrypting them. This can save you from costly breaches if cybercriminals strike.

5. Perform Quality Control Checks

Carrying out quality control checks is a must. It helps ensure that your digital data accurately reflects the original documents. Look out for skewed images, missing pages, and distorted text. Your digitized documents should be just as accurate and legible as their hard-copy counterparts.

Below are the best practices to consider when performing quality control checks:

  •  Develop Workable Quality Control Criteria: Look for colour accuracy, text legibility, and image clarity. Also, your digitized documents should meet your formatting requirements.
  • Review Metadata Accuracy: Metadata can include titles, dates, keywords, authors, and other relevant information for indexing. Always ensure they accurately represent the documents to make database searches smoother.
  • Check Page Completeness: Make sure you’ve captured all pages, and they’re in the correct order.
  • Improve Continuously: Use your quality control findings to improve your processes. For example, if scans frequently lack text clarity, consider adjusting your scanner’s dot per inch (DPI) setting for clearer results.

Ultimately, quality control checks uphold the integrity of your digitized documents, ensuring they accurately mirror their original hard copy counterparts.


Embracing document digitization is more than a nod to modern trends—it’s a strategic move that places efficiency, sustainability, and accessibility at the forefront of your operations. The process might seem daunting, but the end result is well worth it: a streamlined, organized, and secure document management system.

So, are you ready to redefine how you manage your documents? With the right tools and approach, digitizing your paperwork can usher in a new era of productivity and convenience.