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Trustee Document Warehouse/AgendaNow

Product Overview

The Document Warehouse is a central repository of all essential trust/plan documents. The warehouse can be updated and accessed by Plan staff, designated professionals, and Trustees. Access to areas of the Warehouse may be limited or restricted based on the individual’s status and access rights. AgendaNow™ is a feature of the warehouse enabling trustees and plan professionals to download the entire Board meeting agenda package to their personal computers with a single mouse-click.

Types of Documents

Product Features