What Happens to Your Data After It’s Scanned? The Lifecycle of Digital Documents
Whether you’re a business trying to improve operations or an organization wanting to secure and manage its critical information, document digitization can help. But have you ever wondered what happens to your paper documents after they go digital? In this blog we explore the lifecycle of digital documents, starting from what happens to the original paper, how digital files are securely stored, and all the steps involved in their lifecycle management.
What Happens to Paper Documents After Scanning?
Once your documents go through the document digitization process, the fate of the original paper copies depends on your organization’s needs and compliance requirements.
- Secure Storage: Some industries, such as legal or medical fields, require that certain paper documents be retained for a specific period even after digitization. This is normally done within very secure facilities that keep the papers intact and accessible when needed. Ensuring secure storage protects against damages, thefts, or misplacements.
- Shredding and Disposal: This is the most common disposal method for documents that no longer need to be retained. Professional shredding services are secure and ensure that sensitive information is destroyed in compliance with data privacy laws, such as HIPAA or GDPR. The shredded material is often recycled, making this method environmentally friendly as an added bonus.
- Archival Backup: In some cases, businesses archive paper documents in long-term storage as an added precaution, even though the digital version becomes the primary working file. Archival storage often involves climate-controlled environments to prevent degradation over time.
The route taken after digitization may vary based on the business needs but the goal is to ensure both compliance with legal requirements and the security of sensitive information during the transition to digital documents. A clear policy on what happens to paper documents after digitization can help organizations maintain efficiency and security.
How Are Digital Documents Stored Securely?
The document digitization process is not complete until the files are scanned; planning for secure storage is critical to protecting your digital documents against unauthorized access, data breaches, and loss.
1. Cloud Storage Solutions
The cloud is one of the most popular ways to store digital documents. Cloud storage provides scalability, accessibility, and robust data security features. When looking for could storage reputable providers should offer the following:
- Encryption: Data in transit and data at rest is encrypted so that it can only be viewed through the key to decrypt it, even if intercepted.
- Redundancy: Cloud systems typically involve multiple servers to ensure your digital documents remain available even if one server experiences downtime.
- 24/7 Monitoring: Advanced monitoring systems will detect and mitigate security threats in real-time.
2. Storage In-House
For businesses that prefer to keep their data on-premises, there are storage solutions available that provide control over physical and digital access. These systems are often paired with:
- Firewalls and Antivirus Software: To protect against external threats.
- Access Controls: Only authorized personnel can access sensitive digital documents.
- Custom Security Protocols: Organizations can tailor security measures to meet specific regulatory requirements.
3. Hybrid Models
Most organizations consider a hybrid approach, combining cloud and on-premises storage for added flexibility and security. This model allows businesses to store highly sensitive data on-premises while using the cloud for less critical information.
4. Backup Protocols
A comprehensive backup strategy ensures that digital documents are recoverable even in the case of hardware failure, cyberattacks, or natural disasters. Regularly scheduled backups stored in separate locations are an important part of data security after scanning documents.
5. Access Monitoring
Continuous monitoring systems can trace and log access to digital documents, preventing unauthorized use and providing an audit trail. for compliance purposes. Businesses can use advanced analytics to identify potential threats and take proactive measures.
What Are the Steps in Managing the Lifecycle of Digital Documents?
Digital documents have a lifecycle that needs consistent management to ensure their usability, security, and compliance over time. Here’s a breakdown of the key stages in this lifecycle:
1. Capture
Document digitization is the first step in the lifecycle of digital documents. Scanning at a high quality ensures that every detail from the paper document is captured. Most often, the use of Optical Character Recognition, or OCR, technology makes scanned documents searchable, adding significant value for retrieval and analysis.
2. Indexing
After digitization, digital documents undergo indexing for easy retrieval. This process involves tagging files with metadata, such as dates, document type, or keywords, so users can find files quickly within a digital document management system (DMS). Indexing also supports automation and efficient workflows.
3. Storage
Digital documents are stored securely using the cloud, on-premises, or hybrid systems. Proper storage ensures the integrity and accessibility of your data. Organizations should regularly review their storage systems to ensure optimal performance and compliance.
4. Access and Usage
At this stage, employees or authorized personnel will have access to digital documents for daily operations. A DMS simplifies access in retrieving, editing, and sharing of files. Collaboration tools integrated with DMS platforms can further enhance productivity.
Access controls are implemented to maintain data security after scanning documents. Role-based permissions ensure that only authorized individuals can view or modify certain documents. Advanced authentication, such as biometric or multi-factor authentication, provides additional security.
5. Maintenance
Digital documents require ongoing maintenance to ensure their continued usability. Maintenance tasks include:
- File Format Updates: Migrating files to newer formats to prevent them from becoming outdated.
- System Updates: Keeping software and hardware updated to prevent security vulnerabilities.
- Data Cleansing: Periodically reviewing and removing duplicate or outdated files.
- Performance Monitoring: Regularly assessing the system’s performance to prevent downtime.
6. Retention and Compliance
Retention policies specify the length of time that digital documents need to be retained. These vary according to industry standards, legal requirements, and organizational needs. A DMS may use automated retention schedules to help enforce compliance. Regular audits ensure that retention policies are appropriately implemented.
7. Archival
When digital documents are no longer in active use but must be retained for historical or legal reasons, they will be sent to archival storage. Archiving ensures long-term preservation without cluttering active storage systems. Advanced archival systems offer easy retrieval and additional security measures.
8. Disposal
At the end of their lifecycle, digital documents undergo secure deletion. Data wiping and shredding software ensures the destruction of files to prevent files from being recovered and unauthorized access. This is especially important for sites containing sensitive information. Organizations must document their disposal processes to maintain transparency and compliance.
Why Managing the Lifecycle Matters
The document digitization process is just the beginning but properly managing the lifecycle of digital documents is just as important and here’s why:
- Data Security: Protecting sensitive information from breaches.
- Compliance: Meeting regulatory and legal obligations.
- Efficiency: Streamlining workflows and reducing storage costs.
- Sustainability: Minimizing reliance on paper documents and physical storage.
Document digitization offers plenty of benefits, but the steps that follow are just as important. From secure storage for digital documents to effective lifecycle management, every aspect plays a role in keeping your data secure, accessible, and compliant. A well-planned digitization process with a lifecycle management strategy can transform how you handle your data.
When exploring your digitization options consider partnering with Consentia. You’ll gain access to expert document conversion services. Contact us today to speak with our specialists and explore how we can support your goals. We’re happy to provide a demo to show how our solutions can work for you.
FAQ: Common Questions About Digital Document Management
1. What happens if a digital document is accidentally deleted?
Many document management systems include backup and recovery options. If a file is accidentally deleted, it can usually be restored from a backup as long as the backup protocols are already in place.
2. How secure is cloud storage for digital documents?
Reputable cloud providers offer advanced security features, including encryption, access controls, and regular audits. Always choose providers with a good reputation and a strong track record of data protection.
3. How long should digital documents be retained?
Retention periods vary based on legal and industry-specific requirements which is why it’s important to establish a retention schedule that complies with applicable regulations.
4. Can digital documents be accessed offline?
Yes, depending on your storage system. On-premises systems and some hybrid models allow offline access, while cloud-based systems may require internet connectivity.
5. What is the cost of managing digital documents?
Costs can vary widely based on storage solutions, software, and additional features like automation or advanced analytics. Investing in a well-equipped DMS can offer long-term savings by improving efficiency and reducing risks.
6. How can I ensure compliance with data protection laws?
Compliance involves regular audits, secure storage solutions, and clear policies around access, retention, and disposal. Working with experienced document management providers can simplify your compliance efforts. Additionally, conducting thorough research into industry-specific regulations can ensure your business meets all legal industry requirements.