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Electronic Document Management

Academic and business units can digitize documents using the Banner Document Management System (BDMS).

Overview

Banner Document Management System (BDMS), also known as Application Xtender, enables Temple University academic and business units to digitize their documents. While the software is specifically designed to work with the five functional modules of Banner (Student, Human Resources, Finance, Financial Aid, and Advancement), it can also be used within other areas based on the imaging requirements and scope of implementation. This service supports scanning operations, electronic uploads, and secure faxing. Note that images can only be viewed within the Temple network.

Requesting Instructions

Customers can submit a request though the TUhelp website. Customers submitting requests will be asked to provide the following information:

  • What types of documents need to be digitized?
  • What is the expected volume?
  • Do the documents contain private information such as social security numbers or credit card information?
  • How long do you need to keep these documents in Xtender? 
  • Who is the owner of the documents?

Computer Services will acknowledge a document management request within two business days. Since each project can be unique, the duration of an approved project can vary from one project to another. Time and effort will be negotiated between the budget unit head and the project manager from Computer Services.

Requirements

Any Temple University budget unit head can request this service. The budget unit head and the appropriate data stewards will determine access for designated Temple employees. Customers who request electronic document management projects are expected to:

  • Correspond and meet with Computer Services throughout the project.
  • Represent the needs and requirements of the users.
  • Be responsible for all present and future communication with the users.
  • Participate in testing the solution.
  • Provide sign-off that the project meets mutually agreed upon requirements.

When the project has been completed, Computer Services will provide customized instructions for viewing, loading, and modifying documents. BDMS users who need to edit electronic documents should use Internet Explorer on a PC.

Availbility

Documents are available 24 hours a day, 7 days a week, except during normal maintenance which occurs Monday mornings between 5:00 a.m. and 5:30 a.m.

Cost

At this time, the costs associated with this service are not passed on to academic or business units. Computer Services assumes all costs associated with this service

Support

Customers can submit questions about or report problems with this service through the TUhelp website.