Kenneth, we are a government agency and administer benefits for several hundred thousand teachers. We interact with several other agencies that administer benefits such as insurance and payroll. We get a report monthly from another agency that provides EFT changes such as accounts and routing numbers. We have a separate process to update that information. What we need to do is track all correspondence/activity that occurs on each members account. In the past they would just photocopy x number of copies of the report and put a copy in each members record. Now that we have switched to imaging, they still want a copy stored for each member, but that would be extremely redundant. We could create shortcuts with links for each member and link to the primary. That would require mass data entry. The thought was if we OCR'd the report that staff could use Search to find all documents related to the SSN or name on the report. The report is rarely accessed. I am mainly looking to see if others have done something similar and hoe effective it was. Thanks!