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Recurring Tasks for Document System Maintenance

Question: 
What should document system administrators be doing regularly?
Answer: 

Tasks may vary by system, but we recommend document system administrators do the following on a regular basis: check for log errors, check for duplicate customer records, monitor waived documents, check documents still pending quality control, monitor recently uploaded files, check any recent permission changes, and check for documents outside of your retention requirements.

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Read our article about recurring document management tasks for more details.

Vendor: 

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 03/22/2020

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