Project Planning

Document Handling for Sensitive Files

Planning to digitise legal, medical or finance records? Describe your handling requirements so we can discuss project suitability before accepting documents.

Overview

Sensitive records need a clear project scope. Start with a general description of the files and the confidentiality, processing, access and delivery requirements your organisation needs met. Tell us your preferred storage destination and how originals need to be returned. These requirements and the suitability of the proposed arrangements need to be discussed before we accept the project. Please do not include confidential document contents in the enquiry form.

Key Benefits

Describe your confidentiality and contractual requirements
Identify who needs access to the records and output
Discuss the proposed OCR and AI processing services
Tell us your preferred storage and delivery destination
Raise return, retention and working-copy requirements
Describe any access logs or other evidence your organisation needs

Discuss Requirements Before Sharing Records

Begin with document types, approximate volume and a general description of your requirements. Discuss handover, processing services, access, delivery, originals and working copies before sending records or samples. The suitability of these arrangements needs to be considered before the project is accepted. Your preferred final storage location is only one part of that discussion.

AI-Powered Document Intelligence

Compliance Made Searchable With AI

After we digitise your compliance records, auditors and compliance officers can ask about documents, clauses or policies and check the source references. AI document chat is an optional add-on to scanning and digitisation. The conversation below is synthetic: its sample counts, values and estimates illustrate a workflow, not measured service results.

1. We Scan & OCR Your Documents

OCR creates searchable text. Agree sample checks and review requirements for your documents.

2. AI Indexes Your Knowledge

Your documents can form a searchable knowledge base powered by AI embeddings, subject to the processing arrangements discussed for your project.

3. Ask Questions, Get Answers

Your team asks questions in plain English and checks the answers against references to the source documents.

Answers with source references for review
Every answer is traceable back to the source document

Discuss Your Handling Requirements

Describe your confidentiality requirements
Discuss OCR and AI processing before sharing files
Tell us who needs access to the output
Tell us your preferred delivery destination
Discuss originals and working copies before project acceptance
Pexatech Document AI
Demo

Show all documents related to APRA CPS 234 compliance

Found 28 documents related to APRA CPS 234 information security:

InfoSec-Policy-2024.pdf — Section 3: CPS 234 control framework mapping
IncidentResponse-Plan.pdf — Appendix A: APRA notification procedures
BoardReport-Q1-2024.pdf — Page 12: CPS 234 compliance status dashboard
Ask about your documents...
Project requirements firstDiscuss handling before sharing recordsDescribe your delivery needs

A FEW THINGS TO KNOW

Good questions.
Clear answers.

Everything else you might be wondering.
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Let’s talk

Ready to digitise your documents?

Tell us about your records, approximate volume and required output so the scope and delivery can be discussed.