Step 1: Assessment

FileBank will analyze your organization’s information assets and recommend how to divide your records into Active, Semi-Active, Inactive, and Obsolete. Records are transported by FileBank expert archivists.

Step 2: Web Client Portal

FileBank will set up your online account to have access to FileBank’s client portal and have access to your V-Cabinet™ , P-Cabinet™, and A-Cabinet™ (if applicable). We will establish security, passcodes, and user rights for the portal access.

Step 3: Digital Conversion of Active Files

Using our FileCapture™ Service, FileBank converts your most active files and makes them instantly available through your V-Cabinet on your client portal.

Step 4: Inventory and Indexing of Semi-Active Files

Using our FileRequest™ Service, FileBank conducts file-level inventory and indexing for all of your organization’s Semi-Active Files.

Step 5: Inventory, Indexing, and Boxing of Semi-Active and Inactive Files

Using our FileBox™ Service, FileBank performs box level inventory and indexing for all of your organization’s Semi-Active and Inactive files. Physical Boxes are stored at FileBank’s state-of-the-art facility.

Step 6: Destruction of Obsolete Files

Upon state/agency approval, FileBank will utilize our FileTrack-n-Shred™ Service to professionally shred your organization’s Obsolete files and will issue a Certificate of Destruction.

Step 7: Complete Integration

Using our FileIntegration™ Service, your FileBank V-Cabinet™ , P-Cabinet™, and A-Cabinet™ (if applicable) are seamlessly integrated to work with your company’s Enterprise Resource Planning (ERP) and/or accounting/financial systems.

To learn about FileBank’s Solutions, click here