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In the video tutorial, Sofia from Solicit Consulting addresses the issue of manually archiving completed envelopes into a folder or another app, highlighting the time-consuming nature of this task. She introduces a solution for automatically saving documents into systems without manual effort. As the founder of Solicit Consulting, Sofia helps investment advisors automate document workflows and manual processes. DocHub users often face the challenge of documents staying in their account after completion, as exporting and placing them manually is tedious. Click the link in the video description for more information and to book a complimentary session with Sofia.
