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

Make Your eStatements Stand Out with Accent Colors!

Make Your eStatements Stand Out with Accent Colors!

Looking for consistency in your marketing to members?  Wish your eStatements and eStatements logo utilized your chosen color scheme?  Imaging Solutions can help!  This new product will help build brand consistency for your credit union, while also giving members comfort and peace of mind with a direct visual reminder that these are official statements from… Read more »

Nov 18, 2020

The 20.11 Imaging Solutions Release is Coming Soon!

The 20.11 Imaging Solutions Release is Coming Soon!

ATTENTION ONLINE CREDIT UNIONS USING CU*SPY IMAGES Mark your calendars: we will be deploying the 20.11 Imaging Solutions Release to all online CU*Spy Imaging Credit Unions on Sunday, November 15th. Highlights of the 20.11 Imaging Solutions Release include: CD Secure Loans – New Self Service Loan in It’s Me 247 Backpage support for Mobile eStatements… Read more »

Nov 12, 2020

Engage & Educate Members on the Benefits of My Virtual StrongBox

Engage & Educate Members on the Benefits of My Virtual StrongBox

Make the most of your Virtual StrongBox investment through new automated marketing and educational emails.  With Virtual StrongBox  Member Engagement Emails, you can educate your members on the benefits and value of the online safe deposit box service your credit union is already providing them, while increasing the adoption rate of users. Send credit union-branded… Read more »

Oct 28, 2020

New File Size Limitations for Scanned Documents in CU*Spy Image Vaults

New File Size Limitations for Scanned Documents in CU*Spy Image Vaults

Image optimization ensures a great experience when retrieving images from the CU*Spy Online Vault.  In order to warrant this experience, Imaging Solutions will begin rolling out file size limitations on scanned documents for all CU*Spy Online Vault clients on October 26. Having good scanning practices such as scanning in black and white (when appropriate), DPI… Read more »

Oct 21, 2020

The 20.06 Imaging Solutions Release is Coming Soon!

The 20.06 Imaging Solutions Release is Coming Soon!

ATTENTION ONLINE CREDIT UNIONS USING CU*SPY IMAGES Mark your calendars: we will be deploying the 20.06 Imaging Solutions Release to all online CU*Spy Imaging Credit Unions on Sunday, June 28th. Highlights of the 20.06 Imaging Solutions Release include: Now Search for forms in ProDOC Improved PDF Import Support! We now support write-protected and password protected… Read more »

Jun 25, 2020

Join Us for a Review of Virtual StrongBox for Secure Document Exchange

Join Us for a Review of Virtual StrongBox for Secure Document Exchange

Virtual StrongBox and CU*Answers have received questions from your credit union peers on how to use the standard version of VSB digital vault to collect documents from members during these challenging times.  We will be hosting a webinar to help refresh your memory on powerful document collection, protection and exchange platforms integrated inside your CU*Answers… Read more »

Jun 24, 2020

Join Us for a Review of Virtual StrongBox for Secure Document Exchange

Join Us for a Review of Virtual StrongBox for Secure Document Exchange

Virtual StrongBox and CU*Answers have received questions from your credit union peers on how to use the standard version of VSB digital vault to collect documents from members during these challenging times.  We will be hosting a webinar to help refresh your memory on powerful document collection, protection and exchange platforms integrated inside your CU*Answers… Read more »

Jun 16, 2020

Arriving Tomorrow: a New eSign Experience for Your Members!

Arriving Tomorrow: a New eSign Experience for Your Members!

Don’t forget: Imaging Solutions, in partnership with Mobile Technologies Group and eDOC Innovations, will be bringing a new eSign experience for your members!  Starting tomorrow, May 27th, the following enhancements will be available as part of eDOCSignature both online and via mobile: A cleaner, more intuitive interface. As before, members can still receive email notifications… Read more »

May 26, 2020

We’re Excited to Announce a New eSign Experience for Your Members!

We’re Excited to Announce a New eSign Experience for Your Members!

Imaging Solutions, in partnership with Mobile Technologies Group and eDOC Innovations, are pleased to announce a new eSign experience for your members!  Starting Wednesday, May 27th, the following enhancements will be available as part of eDOCSignature both online and via mobile: A cleaner, more intuitive interface. As before, members can still receive email notifications to… Read more »

May 18, 2020