Module
Document management
The Document Management Module is a centrally located, transparent
and paperless hub for everyone.
The hub captures, records and stores every event and document. It allows all parties to access and view the same data securely. Access can be provided to your clients, financial planners, accountants and auditors through your website.
The permissions set within Instead allow you to control the types of documents that can be viewed by different parties.
The hub captures, records and stores every event and document. It allows all parties to access and view the same data securely. Access can be provided to your clients, financial planners, accountants and auditors through your website.
The permissions set within Instead allow you to control the types of documents that can be viewed by different parties.
Document Management Workflow