Documentation Digest is your go-to knowledge base for questions relating to CU*BASE 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
- Will the CTE training environment actually contain my member information? Click here to view this NEW topic! (KB 5663)
- Will passwords expire in CTE? View this NEW topic! (KB 5668)
- During the quarterly refresh, are changes made in the CTE always overwritten with the updated data, or is it possible to merge data? Learn more about this NEW topic! (KB 5672)
Show Me the Steps Online Help
For details on how to lock an employee ID if an employee quits or is terminated, Click here to check out our Show Me the Steps Online Help topic.
OnDemand Video
If you’d like to review tips and tricks relating to financial statements, we invite you to check out a recording of a recent Learning Cafe session. This video covers print options, print types, configurations, resources and more!
