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Author Topic: What do you use for document management?  (Read 170 times)
ajaybali
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« on: August 26, 2010, 03:12:59 AM »

Hey guys,

I was wondering what you guys use for document management between agent, client and broker?

I see my agent (he's my boss) constantly fumbling around with email and pdfs to the point where he asks me to search and deliver for him sometimes.

Does anyone else have this problem or how have you designed your workflow to manage the amount of documents that get juggled?


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