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Document Portal

The ability to request documents from customers and give them a place to put the documents before import into AccuAccount.
Jenn Mitchell about 2 months ago in AccuAccount 0

AI Document Classification

The ability to use AI to classify documents for import into AccuAccount.
Jenn Mitchell about 2 months ago in AccuImg 0

Ability to identify certain documents that should not be added to the Audit​

No description provided
Guest over 1 year ago in AccuAccount 0

Task lists generate based on account status/threshold

No description provided
Guest over 1 year ago in AccuAccount 0

Dynamic Reporting - Able to build reports you are able to in Document History, so the report hits your dashboard and doesn't require a manual pull each day

We have 2 document import platforms, Prosign and Abrigo, and I would like to know each day what documents are getting brought in, because there is some manual maintenance that will need done on these documents. I would like to pin this report to m...
Lacy Black about 1 year ago in Dynamic Reporting 0

AccuApproval- History

Would like AccuApproval to keep the history of each application even if it goes through the renewal process.
Jenn Mitchell about 2 months ago in AccuApproval 0