AccuAccount Training
Document Scheduler 101
The Document Scheduler takes the manual work out of recurring document tracking. Set up schedules globally or at the account holder level, and the system automatically creates new document tabs, triggers exception tracking when items are missing, and applies filters, grace periods, and expiration dates as needed. This video walks you through configuring schedules, customizing document titles, and balancing global and account holder-specific settings to keep your required documents organized, visible, and tracked automatically.
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