Clientix document management module helps improve the client onboarding and management experience. You can now easily generate all client documents automatically and track documents needed to establish a client relationship regardless of the complexity. With an adaptive self-configurable documentation checklist, you can manage and generate account documents on your organizations pre-designed forms, integrate with your current document management repository or replace legacy repository tools.
- Control and Distribute the Required Documentation.
- Generates alerts when documents are due or missing.
- Repository to save scanned documents.
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