RE: Re: Electronic Document Management Systems

["Don McAllister" <donmc@xxxxxxx>]

Point taken Mark!

I'd still keep the originals but probably look to creating a calander based
filing system ie everything scanned by month. That way if I wanted to
retrieve the original I'd just need to look up the scanned date and then
ferret through a single file eg Jan 2004 to find the original.

This assumes I start from a set point and not try and apply this
retrospectively!

Cheers
Don
=20

> -----Original Message-----
> From: mark_harrison_uk2 [mailto:mph@xxxxxxx]=20
> Sent: 24 December 2003 10:31
> To: ukha_d@xxxxxxx
> Subject: [ukha_d] Re: Electronic Document Management Systems
>=20
> Don,
>=20
> I file everything on paper for a very simple reason - lenders=20
> like originals.
>=20
> If you are considering re-mortgaging, or BTLing, then I would=20
> strongly recommend keeping paper originals the following:
>=20
> - 2 years worth of mortgage statements
> - 2 years worth of bank statements
> - most recent utility bills
> - most recent council tax
>=20
> My personal best was when I had to send off 2 years worth of=20
> originals to a lender for 4 properties, who then lost them=20
> :-o A phone call along the lines of "fortunately, I got a=20
> receipt from your agent - there are 96 statemement there at a=20
> typical price per duplicate original of =A325. I will therefore=20
> be issuing a small claims proceeding against you for =A32,400=20
> this afternoon." They found them with half an hour :-)
>=20
> Realistically, these days, lenders will now accept "certified=20
> copies", but that process means that someone, normally your=20
> broker, has to have seen the originals, not just a reprint=20
> from an EDMS.
>=20
> Whether this "won't accept EDMS reprints" is legally valid
of=20
> not is a red herring - when you apply to a mortage company,=20
> you pretty much have to follow their rules.
>=20
> Regards,
>=20
> Mark
>=20
> --- In ukha_d@xxxxxxx, "Don McAllister" <donmc@b...>
wrote:
> > Anyone taken the plunge in trying to implement a domestic EDMS.
I'm
> sitting
> > in front of two heaps of bills, letters, invoices, receipts, etc
> and I
> > really should be filing them away. A simple but reliable system
to
> digitise
> > and store the documents for easy retrieval shouldn't be that
> difficult!
> >=20
> > Anyone any experiences they'd like to share or any
recommendations?
> >=20
> > Cheers
> > Don
>=20
>=20
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