Documents & eSignatureWealth & Finance● Running at real firms now
Document Hygiene
Keeps your document store consistently named and cleaned up, automatically.
How you get it
Included with partnership
Partners don't buy these one at a time — a partnership includes the library.
The problem
Shared drives turn into a mess of inconsistent names and stray files.
What it does
✦Keeps files in Box consistently named to your convention
✦Cleans up and organizes new files as they land
✦Runs on its own, so the document store stays tidy without anyone policing it
What it replaces
Manual file renaming and folder cleanup.
Is it real?
Keeping a wealth-management firm's files in order today.
Want to see how this fits your business?