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Indexing

Enhance Your Document Management System

Enhance Your Document Management System

SourceThrive streamlines the organization and indexing of retrieved documents by adhering to your agency's standard naming conventions and filing practices. This ensures that all critical documents are easily searchable, accurately filed, and readily accessible when needed.

How We Enhance Document Indexing:

Customizable Naming Conventions

Tailor document names to fit your agency's specific requirements for easy identification

Centralized Document Organization through AMS

Organize documents in your Agency Management System (AMS) for streamlined access and management.

Improved Searchability

Implement effective indexing methods that make finding documents quick and effortless

Consistency and Accuracy

Maintain high standards in document filing to support compliance with industry regulations and internal auditing standards.

By letting SourceThrive manage your document indexing process, your agency benefits from improved organization, faster document retrieval, and greater efficiency in managing policy and client records."