Efficient Check Scanning: Best Practices and Security Measures

Discover the best practices for using check scanning software to ensure accurate data capture, secure storage, and compliance with regulatory standards. Learn about role-based access control, audit logs, and how to easily archive scanned check images for future use in this informative presentation.

Transcript

1. How to Use Check Scanning Software pstezscan.com
2. Set Up the Check Scanner To start check scanning, you'll need a compatible check scanner to capture images and MICR data. EZ-Scan® Workstation integrates seamlessly with major scanner brands for effortless check management.
3. Install and Configure the Software Install and configure your check scanning software, like EZ-Scan® Workstation, using its guided wizard to set preferences and integration options. For multi-user organizations, roles and permissions can be assigned to enhance security and control access.
4. Load and Scan Checks To scan checks, load them properly into the scanner and select a scanning option like single or batch scan. EZ-Scan® Workstation supports batch scanning, capturing check images and MICR data efficiently for digital storage.
5. Review and Edit the Captured Data After scanning the checks, the software can use OCR (Optical Character Recognition) to extract important data, such as: Payor Name Payor Address Check Date
6. Save or Transmit the Data After verification, save check data locally or transmit it securely to your bank for processing. EZ-Scan® Workstation also provides license-free viewers for easy access to check images, aiding audits and customer service.
7. Maintain Security and Compliance Check scanning software enhances security with features like audit logs to track user actions and role-based access control to protect sensitive data. Compliance with data protection regulations is essential.
8. Review and Archive Check scanning software makes it easy to review and archive digital check images for future reference. Whether you’re storing the images for regulatory compliance, auditing purposes, or customer inquiries, digital archives are far more efficient than paper-based records.
9. Let's get in touch Contact detail: Precision Software Technologies (PST) 23110 State Road 54 #326 Lutz, FL 33549 (813) 996-5500 Phone Number Office Location Website www.pstezscan.com Email Address support@pstezscan.com
10. Thank you www.pstezscan.com