New Enhanced Online Vault

  • Open the Flyer
  • Services

    1. Additional Document Capture. Allows the Credit Union to now capture any membership document including miscellaneous membership forms.
    2. AP (Accounts Payable) Invoices. Permits for the scanned Capture of AP invoices, and printing of AP invoices to ProDOC™ provided the credit union has SwiftView™ and ProDOC™ printers installed.
    3. Loan Support. Allows the Credit union to now capture any document deemed necessary to support a loan, NADA, CARFAX, etc. and to print documents to ProDOC™ provided the credit union has SwiftView™ and ProDOC™ printers installed.

    Fees

    1. Setup Fee. Credit Union will pay a one-time $250 Setup Fee. If the Credit Union is already utilizing the AP Invoice capture feature then only a one-time fee of $100 will be charged.
    2. Miscellaneous Membership Fee. Credit Union agrees to pay a fee of $50 per miscellaneous membership form setup at their request.
    3. Monthly Fee. Credit Union agrees to pay a Monthly fee based on membership size:
      • 1 – 3000 Members$100/month.
      • 3001 – 5000 Members$200/month.
      • 5001 – 7500 Members$350/month.
      • 7501 + Members$500/month.

    Term

    I understand that if I sign up for this service it is in effect until December 31st of the year in which this agreement is signed and will automatically renew for another 12-month period beginning and ending on the calendar year unless I provide 30 days’ notice prior to renewal.

    Restrictions

    1. Best Practices. My Credit Union agrees to utilize best practices when scanning documents, so file sizes remain small which has numerous benefits including: Faster retrieval times, potentially lower costs for receiving data on media, keeping overall costs for utilizing the system low. These best practices include:
      • Not scanning in color.
      • Scanning at a DPI of less than 300
      • Using Black and white where possible
      • Breaking documents up that are very large – greater than 30 pages.
    2. Document Return. I understand that by adding additional data to the system it may increase my costs for obtaining my data on external media as additional media may be required.
    3. Data on Disk. Allows the Credit union to now capture any document deemed necessary to support a loan, NADA, CARFAX, etc. and to print documents to ProDOC™ provided the credit union has SwiftView™ and ProDOC™ printers installed.
    4. No Warranty/Acceptance of Risk. I understand that no technology or system is free from risk of incident or loss of data. Therefore, I understand that I am responsible for making sure data is archived as intended and accept the risk of loss of data.
       

    Sign up for an Enhanced Online Vault Today!


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    Updated
    June 5, 2017

    Have You Heard? Learn About Changes to Virtual StrongBox

    Have You Heard?  Learn About Changes to Virtual StrongBox

    As announced at this year’s Leadership Conference, receipts and forms are now available in It’s Me 247, accessible right next to eStatements.  Best of all, these can be accessed for FREE!  You can set up receipts in forms in It’s Me 247 simply by marking a checkbox in ProDOC. In tandem with this move, effective… Read more »

    Jun 23, 2022

    The 22.05 Imaging Solutions Release is Now Available

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    May 16, 2022

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    Apr 8, 2022

    Imaging Due Diligence: Can You View Reports and Statements on Your CDs/DVDs from 2003 – 2013?

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    Mar 24, 2022

    Give Your Members a Fresh Perspective with Vertical Receipts!

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    With Vertical Receipts, your members get a fresh look at their transactions, with current and available balances conveniently displayed at the bottom of the receipt.  Up to 588 transactions can be listed on a single receipt!  This new, easier-to-read format will be used for any receipt from any channel in CU*BASE, including standard Teller, Xpress… Read more »

    Feb 16, 2022

    Give Your Members a Fresh Perspective with Vertical Receipts!

    Give Your Members a Fresh Perspective with Vertical Receipts!

    With Vertical Receipts, your members get a fresh look at their transactions, with current and available balances conveniently displayed at the bottom of the receipt.  Up to 588 transactions can be listed on a single receipt!  This new, easier-to-read format will be used for any receipt from any channel in CU*BASE, including standard Teller, Xpress… Read more »

    Feb 9, 2022

    Tax Statements in Online Banking – Providing Convenience for Your Members!

    Tax Statements in Online Banking – Providing Convenience for Your Members!

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    Dec 21, 2021

    Don’t Be Left Out – Give Your Members the Benefits of Vertical Receipts!

    Don’t Be Left Out – Give Your Members the Benefits of Vertical Receipts!

    Don’t be left out – give your members the benefits of Vertical Receipts!  Make the switch from the traditional horizontal layout and your members will be able to see all of their transactions (almost 600 items!) on a single receipt! Sign Up Today The new, easier-to-read vertical format will be used for any receipt from… Read more »

    Nov 4, 2021

    The 21.10 Imaging Solutions Release Arrives on 10/11/21

    The 21.10 Imaging Solutions Release Arrives on 10/11/21

    The Imaging Solutions 21.10 Release will be available for all online CU*Spy Imaging Credit Unions on Monday, October 11th, 2021. ProDOC will prompt your staff to upgrade that day, please select “Yes”. Highlights of the 21.10 Imaging Solutions Release include: iDocVAULT Update Multiple Indexes eDOCSignature Upgrades for Enhanced Online Vault Clients Create Form Templates Create… Read more »

    Oct 6, 2021