Optimizing Document Performance

Efficient document processing is critical to reducing manual effort, avoiding errors, and improving operational performance. In this session, we’ll explore how to automate document processing and archival within the Temenos Lifecycle Management Suite (LMS), with a focus on best practices across the full document lifecycle. Attendees will gain practical guidance on identifying common document issues, managing archive settings, and improving overall document performance.

Principal Consultant Diana Laufer will share expert insights and real-world examples to help teams streamline document workflows and reduce friction across lending operations.

What You’ll Learn

• How the document lifecycle works from start to finish, including:
• DocuSign processes
• eSign processes
• Cloud document processes
• How to archive attached documents effectively
• How to review document processing errors and identify corrective actions
• How to manage archive settings within IMM
• Common document-related pain points and how to resolve them