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Advisors and Office teams receive documents in many ways. Some documents once received, require additional processing and review. These documents will be indexed and pushed to the appropriate workflows within Docupace. Other documents just require archiving - indexing and filing to an appropriate electronic filing cabinet. Once indexed and filed, no additional processing is needed. |
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Page Tree expandCollapseAll true root Archiving Documents from the Mailroom startDepth 2 searchBox true
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