Check Out the New Resources Featured in this Edition of Documentation Digest!

Documentation Digest is your go-to knowledge base for questions relating to software, products and services from CU*Answers. This email series highlights resources that we think your credit union will find helpful, including Help topics, booklets, videos and more! Click on the links below for a deeper dive into each item, and don’t forget to share these with your staff!

Knowledge Base Topics

  • What tool/report can I use to identify if a member has added funds to an IRA CD when using online It’s Me 247?  Check out this NEW topic! (KB 5772)
  • How do I run a Qualifile Risk Assessment on a business account membership?  View this NEW topic! (KB 5773)