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Manual Steps in Document Tracking

What are examples of manual steps involved with bank document tracking?

Depending on the bank's processes and technology, examples of manual document tracking steps could include: manually adding exceptions to a record, clearing the exception when documents have been received and/or imaged, exporting data to spreadsheets, and generating and distributing reports to stakeholders.

Read more about document tracking strategies.


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 05/01/2022

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