Automated Document Request and Tracking for Efficient Compliance Workflows

Document Requests

PrimeAML's Document Requests feature allows you to request, track, and manage document submissions from clients with automated reminders and status tracking for efficient compliance workflows. This comprehensive solution streamlines the document collection process, ensuring that all required documents are obtained in a timely manner.

The document request system integrates seamlessly with the document management repository, automatically organizing submitted documents and tracking their status. Automated reminders ensure that clients are notified of pending document requests, reducing the time needed to collect required documentation.

Key Features of Document Requests

Our comprehensive document request solution includes all the tools you need to manage document collection effectively.

• Document Request Creation
  Create document requests for individual clients or groups, specifying required document types and submission deadlines.
• Status Tracking
  Real-time status tracking of document requests, showing pending, submitted, reviewed, and approved statuses.
• Automated Reminders
  Automated email reminders notify clients of pending document requests, reducing follow-up effort and improving response times.
• Document Submission
  Secure document submission portal allows clients to upload documents directly, with automatic organization and storage.
• Review Workflows
  Configurable review workflows ensure that submitted documents are properly reviewed and approved before acceptance.
• Request History
  Complete history of all document requests, submissions, and reviews for audit and compliance purposes.

Why PrimeAML's Document Requests Stand Out

PrimeAML's Document Requests streamline the document collection process, reducing manual effort and ensuring timely document submission.

• Automated Efficiency
  Automated reminders and status tracking reduce manual follow-up effort while improving response times.
• Complete Visibility
  Real-time status tracking provides complete visibility into document request status and submission progress.
• Seamless Integration
  Integration with document management ensures that submitted documents are automatically organized and stored.
• Compliance Support
  Complete audit trail of all document requests and submissions supports regulatory compliance and reporting.

PrimeAML's Document Requests provide the tools you need to manage document collection efficiently, ensuring that all required documents are obtained in a timely manner and properly organized for compliance purposes.