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Fulfill an authorized virtual-office mail scan request with item matching, opening permission, secure capture, delivery verification, and deletion controls.

Primary roles: virtual-office-mailroom

Stages

1. Authorize, scan, and deliver

Verify authority and item identity before controlled capture and recipient-confirmed delivery.

Manual tasks

  • authenticate requester
  • match item
  • inspect scan quality
  • verify recipient
  • approve deletion

Automation opportunities

  • prepare the task and enforce approved retention reminders

Suggested tools

Risks

  • One wrong item or recipient can expose the complete contents of confidential correspondence.

Success metrics

  • Every scan is authorized
  • complete
  • securely delivered
  • and retained only under approved policy.

Last reviewed: 2026-07-18