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Creating an electronic paper trail

Is there a better way to show due diligence on missing documents?

Some customer documents, despite your best effort to collect them, still go missing. Although you can't force customers to take action, you can create a paper trail of your efforts. An electronic document management system can capture notes and comments, which are handy during audits or exams.

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AccuSystems develops document management and exception tracking software for financial institutions. Trusted by more than 15,000 bankers worldwide, AccuAccount automates exception tracking, streamlines audits, and simplifies loan imaging. Request a demo, register for a webinar, or download a free whitepaper.

First published on 03/19/2017

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