TYRUS DOCUMENT SCANNING RFP SCOPE CHECKLIST

This is a planning template only. Replace the sample fields with project-approved information.

1. Project scope
- Record type and approximate page volume
- Number of boxes, files, branches or locations
- Loose, stapled, bound, fragile or mixed-size documents
- Onsite, offsite or hybrid scanning requirement

2. Output requirements
- PDF, searchable PDF, PDF/A, TIFF, JPEG or other format
- OCR language and expected text quality
- Index fields and file naming rules
- Department, employee, patient, customer, account or file-level folders
- DMS, EMR, ERP, SFTP or cloud handover requirements

3. Quality and security
- Page completeness and sequence checks
- Image quality and rescan rules
- OCR and metadata validation
- Batch reconciliation and exception reporting
- Access control, movement logs and secure transfer
- Physical file return, retention or destruction instructions

4. Commercial information
- Target timeline and daily output
- Number of project locations
- Pickup, logistics or onsite deployment needs
- Quote format and assumptions