Document Management

Our Document Management module allows organizations to understand their clients’ structure beyond the traditional system capabilities.
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onboarding & management experience

Document management module

You can now easily generate all client documents automatically and track documents needed to establish a client relationship regardless of the complexity. With an adaptive self-configurable documentation checklist, you can manage and generate account documents on your organizations pre-designed forms, integrate with your current document management repository or replace legacy repository tools.

Our solution includes three modules
  • On-premise or cloud-hosted environment (SaaS)
  • Powerful search capabilities
  • Integrates with existing platforms
  • Facilitates workflow organization wide
  • Accessible via mobile devices
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