SECURE PROJECT TRACKING & DOCUMENT MANAGEMENT

See Your Documents Move Through Production.

One private login. Clear box-level progress. Project documents in one place.

Follow your scanning project from received boxes through preparation, scanning, quality control, and digital delivery—without wondering what happens behind the scenes.

The USA IMAGING Client Portal brings project visibility into focus, with individual box milestones, organized records, and clear production status.

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USA IMAGING · CLIENT PORTALPRIVATE PROJECT VIEW

Document Scanning Project ILLUSTRATIVE PREVIEW

Example project · Sample data only

20Total boxes

132Completed

60%Progress

BOX-001✓ Completed

BOX-002✓ Quality checked

BOX-003● Scanning

BOX-004○ Preparation

Illustrative dashboard with sample project data.

Private client access

Box-level progress

COC & NDA records

Delivery visibility

DESIGNED FOR TRANSPARENCY

Everything Connected to Your Scanning Project

One organized project workspace brings production status and key project records together, with access intended for authorized customers only.

01

Private Customer Login

Individual customer accounts are designed to display only authorized projects and records.

02

Visual Box Progress

See which boxes are logged, being prepared, actively scanned, quality checked, or completed.

03

Project Overview

Understand total box quantities, completed work, and the current production stage at a glance.

04

Chain-of-Custody Records

Access applicable pickup and receipt records, signed acknowledgments, and NDAs when required.

05

Digital Delivery Updates

Follow milestones for searchable PDF preparation, quality review, and delivery readiness.

06

Originals & Project Notes

View relevant return-of-originals status and project documentation as made available for your project.

THE PRODUCTION LOOP

From Box Receipt to Digital Delivery

Follow each box through a clear production path. Green means completed, blue identifies the active stage, and gray indicates work still ahead.

01 / Logged

Materials received and recorded in the project inventory.

02 / Preparation

Documents prepared for the appropriate scanning method.

03 / Scanning

Pages converted into digital images.

04 / Quality Control

Images and files reviewed for completeness and readability.

05 / Delivered

Completed digital records prepared for agreed delivery.

Document Scanning Project — Production Dashboard

Track individual boxes across every stage of document scanning.

SAMPLE PROJECT

239Total Boxes

132Completed

55%Overall Progress

✓ Picked Up

✓ Logged / Counted

● Scanning

○ Quality Control

○ Delivery Ready

○ Delivered

Box	Contents / Description	Status	Progress
📦 BOX-001	Business Records — 2024	✓ Completed	100%
📦 BOX-002	Accounting Files — 2025	✓ Completed	100%
📦 BOX-003	Administrative Records	● Quality Control	85%
📦 BOX-004	Personnel Files — 2025	● Scanning	60%
📦 BOX-005	Archived Correspondence	● Preparation	25%
📦 BOX-006	Project Documentation	○ Pending	0%

Illustrative dashboard with fictional project data. Statuses shown for design demonstration only.

QUESTIONS & ANSWERS

Client Portal FAQs

Answers about project visibility, box tracking, and document access.

Does each customer have a separate login?

Customer-specific access is designed so authorized users can view only the projects and records assigned to them.

How is individual box progress displayed?

Box-level tracking follows Logged, Preparation, Scanning, Quality Control, and Delivered stages.

What do the production status colors mean?

Green indicates completed stages, blue highlights the current stage, and gray identifies upcoming work.

Which project documents are included?

The project workspace is designed to centralize applicable signed chain-of-custody records, NDAs when required, and related project documents.

How is digital delivery status shown?

Delivery milestones and project updates help show progress toward completion. File access and delivery depend on the agreed project workflow.

Does the portal authorize shredding of original documents?

No. Original documents are never authorized for destruction merely because a stage is complete or a review period ends. Written customer authorization is required for destruction.