1. The Problem:  Everyone needs to store financial records  The IRS requires we maintain our financial records for 3-7 number of years  Storing and recalling documents take time  Organizing financial records is time consuming and has its costs both financially and environmentally

2. The Solution:  Financial records can be stored in DA Document Manager  Scan hardcopy papers or receipts  Online or digital records in PDF file format can be easily archived  Other online or digital records can be “printed” to a PDF file and then archived

3. Use of Dates:  Using Date Processed as the "Order Shipped" date, separate from the Date on the Document as the "Date Ordered" will really save time Document Title:  Name of the Vendor Keywords:  Order number

4. User Defined Tag 1:  Needs Attention - For quick to do lists User Defined Tag 2:  Incomplete Shipment - tag to track back orders Passwords:  Use passwords to protect sensitive information like; bank statements, credit card statements, income and other financial related items

5. Financial Categories:  Banking  Credit Card  Insurance  Medical  Mortgage  Payroll  Store Receipts  Tax  Telephone

6. Subcategories:  Legal  Monthly Bill  Receipts  Reference

7. Value Proposition:  Low entry cost, high ROI  Adding documents is fast and easy  Greatly decrease the time to locate a document  Reduce the cost consumables (paper, ink, toner, files and storage space) and carbon footprint  A backup is very quick and easy to perform  Multiple users can access the same archive