|
|
Industries FileWorks Online at Work in...
Financial Fields
Accountants- clients upload documents (expense receipts, reports, etc.) to FileWorks Online, where they are accessible
and protected
- notifications alert the practitioner or client when new documents or files have arrived
- clients can leave Notes with document files
- documents can remain archived and safe in the system in case they are needed to backup financial claims
- document histories indicate who has seen each document and when the document was accessed
- electronic signatures can be used for sign-off showing a document has been reviewed
- save money on postage by providing sensitive documents electronically in a more secure system than vulnerable email attachments
Lenders- sensitive documents can be loaded directly into FileWorks Online so the information is never exposed on insecure desktops or laptops
- add a fax line for secure faxing of documents directly to the account
- receive instant notification when documents are uploaded
- share confidential information with partners in the lending process and with clients—and track who has viewed documents
- discussion items can be written in document
Notes for a date-stamped record detailing who made the notation
- printing and mailing costs are eliminated or
vastly reduced
- all documents are stored in one place
|  |
|
| 
Free Trial Details
|
|