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 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

Working with Members Remotely – Video Recording

Working with Members Remotely – Video Recording

If you missed our recent webinar on ‘Working with Members Remotely’ but are still interested in learning about features of eSign and Virtual StrongBox, check out our recorded session below!  Kyle Karnes, Imaging Solutions Account Executive Team Lead, provides an overview of features including: eSignature packages Virtual Closing rooms in online banking Single document eSign… Read more »

Apr 29, 2020