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Manual Steps in Document Tracking

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

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.

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Read more about document tracking strategies.

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 05/01/2022

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