Are your electronic documents properly completed and digitally stored?

With an increasing number of documents being stored electronically, it is imperative that banks have an efficient, convenient, and compliant system not only to store these documents, but to organize, track, and retrieve them. Using electronic checklists, the Document Tracking module of the Synergy Enterprise Content Management (ECM) platform can track and manage virtually any electronic file that is in an industry standard format.

Synergy™ Document Tracking – Customizable electronic document tracking solution

The Synergy Document Tracking module fully automates the creation and management of electronic checklists. This solution enables users to create sophisticated electronic checklists using pre-set values, monitor and manage those checklists, and receive notifications when data is missing or incomplete. Synergy Document Tracking enhances service levels and convenience by organizing related documents in one location for easy retrieval, and this module provides extensible searching capabilities and maintains common searches, allowing for easy access to frequently used queries.  This sophisticated component of the Synergy ECM platform enables banks to further streamline business processes, reduce operational risk, and comply with the related regulatory requirements by ensuring important documents are properly completed and digitally stored. 

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