Permitted Document Types

Receipts
Photo ID
LoansLimited *
Membership Forms Limited *
Reports
eStatements
Credit Bureau Reports
Miscellaneous Member Forms
Tax Documents
Accounts Payable
Scanned Documents Limited *
Board Minutes
Other Documents as deemed necessary by the Credit Union
Checks

* Limited means only certain documents are permitted. While some will be permissible, others will  not be. Consult the warranty documents for a complete list.

Updated
May 31, 2016

The 24.07 Imaging Solutions Release is Coming July 21st

The 24.07 Imaging Solutions Release is Coming July 21st

The Imaging Solutions 24.07 Release will be available for all online CU*Spy and Inhouse Imaging Credit Unions as of Sunday, July 21st, 2024. This update will be focused on CU*Forms and provides many new features to your credit union! Note: In preparation for the future, we are now making it a requirement for all users to enter their… Read more »

Jul 16, 2024

Learn All about Native Receipts – Join Our Upcoming Webinar!

Learn All about Native Receipts – Join Our Upcoming Webinar!

Have you heard about Native Receipts? This lightweight receipt processing application allows tellers to view, sign, print, and archive receipts, replacing all the functionality currently performed by ProDOC for receipts. With Native Receipts, you get: A modernized look and feel Logos are saved with the receipts Option to send receipts to member storage in It’s… Read more »

Jul 3, 2024

Learn All about Native Receipts – Join One of Our Upcoming Webinars!

Learn All about Native Receipts – Join One of Our Upcoming Webinars!

Have you heard about Native Receipts? This lightweight receipt processing application allows tellers to view, sign, print, and archive receipts, replacing all the functionality currently performed by ProDOC for receipts. With Native Receipts, you get: A modernized look and feel Logos are saved with the receipts Option to send receipts to member storage in It’s… Read more »

Jun 20, 2024

Learn All about Native Receipts – Join One of Our Upcoming Webinars!

Learn All about Native Receipts – Join One of Our Upcoming Webinars!

Have you heard about Native Receipts? This lightweight receipt processing application allows tellers to view, sign, print, and archive receipts, replacing all the functionality currently performed by ProDOC for receipts. With Native Receipts, you get: A modernized look and feel Logos are saved with the receipts Option to send receipts to member storage in It’s… Read more »

Jun 10, 2024

Learn All about Native Receipts – Join One of Our Upcoming Webinars!

Learn All about Native Receipts – Join One of Our Upcoming Webinars!

Have you heard about Native Receipts? This lightweight receipt processing application allows tellers to view, sign, print, and archive receipts, replacing all the functionality currently performed by ProDOC for receipts. With Native Receipts, you get: A modernized look and feel Logos are saved with the receipts Option to send receipts to member storage in It’s… Read more »

May 31, 2024

MemberPass Now Available – A Quick and Convenient Way to Verify Your Members!

MemberPass Now Available – A Quick and Convenient Way to Verify Your Members!

Need a way to quickly verify your member during support calls?  MemberPass is a new third-party authentication integration in CU*BASE that allows you to do just that!  With MemberPass, you can simply click a button to send the member a text message, then the member can verify themselves on their phone, giving your credit union… Read more »

May 13, 2024

MemberPass Now Available – A Quick and Convenient Way to Verify Your Members!

MemberPass Now Available – A Quick and Convenient Way to Verify Your Members!

Need a way to quickly verify your member during support calls?  MemberPass is a new third-party authentication integration in CU*BASE that allows you to do just that!  With MemberPass, you can simply click a button to send the member a text message, then the member can verify themselves on their phone, giving your credit union… Read more »

Jul 8, 2024

CU*Forms Video Now Available: Membership FormFLOW & 24.05 Updates

CU*Forms Video Now Available: Membership FormFLOW & 24.05 Updates

Earlier this month, we hosted a session which explored recent enhancements to CU*Forms as part of the 24.05 Release of CU*BASE.  If you were unable to attend or would like a refresher, we’ve got you covered – a video recording is now available! Recent enhancements to CU*Forms include: The ability to search for members using… Read more »

Apr 25, 2024

Update to CU*Forms Implemented 3/24 – Join Our Webinar to Learn More!

Update to CU*Forms Implemented 3/24 – Join Our Webinar to Learn More!

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… Read more »

Apr 9, 2024

Join Us for a Conversation on Interactive Teller Machines

Join Us for a Conversation on Interactive Teller Machines

What’s going on with ITM vendors?  What interfaces are in production today and what’s being built?  How do you get started?  Join the conversation and add your voice to what is happening in the world of teller technology alternatives. Join CU*Answers Imaging Solutions for a Conversation on Interactive Teller Machines!  Let’s chat about upcoming features,… Read more »

Apr 8, 2024