As of March 24th, CU*Forms received an update that enhances the way you serve your members. With this update, your credit union now has the ability to:
- Search for members using account number, SSN, and full name.
- Add reference or signing documents outside of templates to CU*Forms for signing.
- Request a document at the same time while sending CU*Forms out for eSign.
We encourage you to share this guide with your team for a quick look into these new features.
If you are interested in learning more about CU*Forms and the upcoming release arriving on May 5th, please join us for an informational session – click the button below to register!
Thursday, April 18th
2:00 PM – 3:00 PM ET
Not currently using CU*Forms? Click here to visit our online store to sign up today!