Content Management

Documents and estate information all in one easy to access place.

FileAssure's content management assists you in achieving TERK compliance while making it easier than ever to store and retrieve client information.  Our intuitive design assists you in keeping file contents organized and linked directly to your Estate Management platform.

 

Setting Standards

Configurable folder structures and automated document naming assists in conformity across all clients.

Upload

Intuitive drag & drop features make saving any content format to a debtor file easily.  Documents - Emails - SMS - Other

Sign Off

Digital signature capabilities reduce the need to print and scan and notifies you of upcoming sign offs.

 

Integration

Seamlessly and automatically, save, view and link documents directly from Ascend - no additional effort required!

Upload

Intuitive drag & drop features make saving any content format to a debtor file easily.  Documents - Emails - SMS - Other

Sign Off

Digital signature capabilities reduce the need to print and scan and notifies you of upcoming sign offs.

 

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