Sort incoming mail into filing groups
How you could use an agent
Use an agent to read incoming mail or scanned documents, sort each item by the filing rules you provide, and flag anything that is unclear or sensitive. It can produce a ready-to-file list or folder assignment so the day’s paperwork is organized faster.
Where you stay involved
You check the unclear items, decide how they should be handled, and place the records where they belong or send them to the right person.
