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Managing Dormant Accounts with Shared Folders

What are the challenges of managing dormant account documentation on a shared network drive?

As with paper documents, searching for and restricting access to documents shared on a network drive is tedious work. To complicate matters, if a customer's account changes from dormant back to active, the restriction must be manually revisited at that time, creating additional work.

Read about dormant account management.


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 05/27/2018

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