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Document Management

What is document management?

Document management is the sum of all of a bank's processes and systems that help it organize, store, collect, track, and manage documents. Some banks use software to manage documents, while others still rely exclusively on paper documents and file folders. Either way, every bank has a document management process, especially when it comes to loans, credit, deposits, and trusts.

Learn more about document indexing.


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 06/14/2020

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