What is the best way to add an electronic document to a customer account?

Question:

What is the best way to add electronic documents to a customer account?

Answer:

Document management software usually allows the user to find the customer's account and upload documents. This is often the most efficient way to add electronic documents in a non-batch situation. Learn more document management tips.

Vendor:

AccuSystems

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.