If you work in a large financial services company that manages important documents with colleagues and clients, then Media Lightbox is perfect to help you work effectively.
Media Lightbox is an award winning online document management solution that is used by financial services all over the world. Our Enterprise account facilitates 25 admin users, 30GB of document management store space and a maximum document upload size of 1GB.
Our SQL database is encrypted and backed up 24/7, so you can rest assure that your important documents will be secure and accessible for you, your colleagues and clients at all times.
Document Management for Financial Services
Our feature rich system is ideal for financial service companies to successfully manage their important documents.
For example, features such as ‘Restricted Asset’ will add a watermark to the documents image. This watermark will read – Restricted Use (See Notes).
To add notes simply click on the documents image to open the file details page. Now select the Restricted Asset Notes tab, add your comment then click on the Update Note button when you are complete. Find out more about restricted document use.
By adding restricted use notes on your documents it can improve your financial service company’s document management ability, as team members can add important information relating to the data contained in the document. Therefore each member of your financial services team will know the aspects of the document that needs to be altered, before releasing the document to the client.
Our approval request feature would also benefit financial services. This feature enables team members to manage documents, by sending a request to their manager for approval on the document before it is released to colleagues or clients.