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Best Practice for Saving Emails into Document Management System

Question: 
What’s the best way to collect and organize important emails in our document management system?
Answer: 

Some banks prefer to print emails and scan them back into their document management system. This approach is time-consuming and uses extra paper and ink. A better approach leverages an ePrint option that saves the email directly into the customer's file in your document management system-without printing it first.

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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 10/25/2020

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