Transcription of Document Management Frequently Asked Questions
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Document Management Frequently Asked Questions
Document Management FAQs Document Management Frequently Asked Questions Shortcut to Topics: Getting Started Access File Uploader Scanning Docuscan User Controls Security Reports Barcodes File Management Route to Back Office Client Data Document Destruction Supervision Getting Started How do I subscribe to Document Management ? You can subscribe to Document Management by using the My Subscription services or by completing the enrollment form. After submitting your request, Technical Support Services will activate your subscription. Technical Support Services will also contact you to schedule a call to set up your scanner and uploader. How much does Document Management cost? Document Management subscription costs $33 per month and includes: Usage fee for the Advisor and Administrative staff 1 GB of storage for Non BD (non securities) documents BD (securities) documents are covered with subscription cost Additional storage fee of $5 per month for an additional GB How many pages will 1GB of storage hold?
You can subscribe to Document Management by using the My Subscription services or by completing the enrollment form. After submitting your request, Technical Support …
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