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  1. Document Automation
  2. Document Verification
  3. Document Verification Tasks

Create tasks for document verification upon new submissions

Document verification automation streamlines the process of capturing, organizing, and validating client documents as soon as submissions arrive. By automatically creating tasks, saving compliance records, and distributing verification decisions across preferred folders, teams avoid manual data entry and reduce errors. This end-to-end workflow boosts efficiency, ensures consistent compliance checks, and keeps all stakeholders informed in real time.

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