AccuAccount makes it easy to get your documents into the right place. From upload to drag and drop to barcodes, we’ve built AccuAccount to support the ...
[Playbook] Saving Email Attachments in an Imaging System
Here’s the situation: Your financial institution is steadily working through its backlog, but new documents seem to arrive every day—especially throug ...
[Playbook] Working Through Your Backlog
Implementing a new document management system can seem like an impossible project—especially if you’re migrating a massive backlog of paper and electr ...
11 Questions to Ask When Switching Imaging Software Providers
What would you do if your imaging provider “sunset” its current solution? It might not be pleasant to think about, but it does happen in the bankin ...
[Playbook] Partnering with Your Imaging Vendor for a Faster Conversion
Here’s the Situation: Your bank would like to switch to a new document imaging vendor, but manually migrating years’ worth of loan files, customer tax ...
[Playbook] Using a Virtual Printer to “File>Print…” Documents from Your Backlog
Here’s the Situation: You’ve been asked to lead the migration from your bank’s current document management system to AccuAccount. Your bank has a larg ...
[Playbook] Drag and Drop Documents from Your Backlog
Here’s the Situation: Your bank has made the decision to switch to a different document management system (we’ll assume it’s AccuAccount!). Many of yo ...
[Playbook] Backlog Scanning in Batches
Here’s the Situation: You’re working on digitizing your paper backlog, but taking a customer-by-customer approach to scanning doesn’t make sense in ev ...
[Playbook] Backlog Scanning of Individual Documents with a Desktop Scanner
Here’s the Situation: You’ve been tasked with digitizing a huge backlog of paper documents as part of your bank’s transition to a document management ...
[Playbook] Backlog Scanning with a Multifunction Device & Barcodes
Here’s the Situation: Your bank just made the decision to implement a new document management system. Now, it’s your job to systematically work throug ...