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

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Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, September 3rd 3:30 PM – 4:00 PM ET This Month’s Focus AuditLink Services AuditLink offers multiple services to credit unions to help alleviate internal compliance burden. If your credit union is struggling with policies, procedures, or internal bandwidth in the world of ACH monitoring, BSA compliance, or vendor management, this event is for you!… Read more »

Aug 13, 2026

Meet Your New Estate Planning Program Powered by Legal Karma

Meet Your New Estate Planning Program Powered by Legal Karma

CU*Answers invites you to meet to our network partner, Legal Karma. Legal Karma brings estate planning packages to your members with unlimited white-glove support, conveniently integrated through platforms they already utilize. Join CU*Answers and our friends from Legal Karma to learn about the estate services that Legal Karma can offer to your credit union and the… Read more »

Aug 12, 2026

2026 Education Spotlight – CU*Statements

2026 Education Spotlight – CU*Statements

The number one communication piece mailed to a member is the periodic statement. This course concentrates on the available configuration features within the core and how changes affect statement creation. This course will help participants understand the statement insert process and the key deadlines that need to be met to ensure accurate and timely statement… Read more »

Aug 12, 2026

Important: MACO Re-enrollment Schedule Changes

Important: MACO Re-enrollment Schedule Changes

As iOS App Store approvals for Mobile 9.0 are delayed, we can no longer commit to migrating all credit unions at once to the new cloud-based platform on August 18th. Please read the updated information below about how the MACO re-enrollment process will happen, and how to communicate to your members about the upcoming changes… Read more »

Aug 12, 2026

Join Us for CEO Strategies 2026!

Join Us for CEO Strategies 2026!

Mark your calendars for CEO Strategies 2026! This year’s event will be hosted in Las Vegas, NV on Tuesday, November 3rd and Wednesday, November 4th. Join your peers for a discussion on strategic development plans for the network, including a big picture look at our tools and implementation strategies for the coming year. This event… Read more »

Aug 12, 2026

How Do I Request Upload/Download Permissions?

How Do I Request Upload/Download Permissions?

Need to grant upload/download permissions to one of your employees? Or need to review which employees currently have the ability to perform these actions? Visit the CU*Answers store today and complete a request form.  You will need to provide the following when submitting the request: Authority needed Employee name CBX User ID Signature of a Security… Read more »

Aug 10, 2026

Announcing Beta Test Sites for the 26.10 CBX Release!

Announcing Beta Test Sites for the 26.10 CBX Release!

From the credit unions that applied, the following credit unions were selected to beta test the CBX 26.10 release coming in October: Bridge Credit Union Capstone Federal Credit Union Millstream Area Credit Union Thank you to everyone who expressed interest in joining! We’re looking forward to reviewing your applications for the next CBX beta test!

Aug 10, 2026

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