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Questionnaire – Document Management Project

Below is a list of questions that can be used during a conversation with your customer to collect the high­‐level project information for a document management project.

Please respond with as much information as possible.

After submitting the form, you will receive an email with all questions and answers. You can use this email to add new information collected during follow-up conversations. You can also download an offline PDF form version.

PDF version of the questionnaire for offline use

Customer Info:

Primary Contact Information:



File Naming Conventions:

Current Processes & Archive:

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