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Simple and Secure Customer Document Collection
Eliminate the annoying, repetitive tasks of collecting supporting documents from members.

Does gathering documents from members often involve playing phone tag, rifling through heaps of paperwork, or trying to keep track of way too many emails? It's time for a change.

In this infographic, you'll see how using a document management system makes the process simple for all. We'll walk through steps for internal teams, including how to create, share, and manage requests with your members. We'll also consider the process from your member's point of view, showing you how they'll upload, sign, and collaborate on documents.

Simple and Secure Customer Document Collection
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First Name
Last Name
Business Email
Phone
Company Name
Asset Size
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