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Introduction

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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Change Log:

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April 2020

Added information about using the Mailroom

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Audience: Docupace users

Functionality: The Mailroom holds documents that require manual indexing.