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 23.10 Imaging Solutions Release is Coming October 8th

The 23.10 Imaging Solutions Release is Coming October 8th

The Imaging Solutions 23.10 Release will be available for all online CU*Spy Imaging Credit Unions as of Sunday, October 8th, 2023. Highlights of the 23.10 Imaging Solutions Release include: Official release of iDocVAULT 2.0, a brand-new look and feel to viewing your archived documents. Download the iDocVAULT Quick Help Guide Updated look to CU*Spy Statements… Read more »

Oct 3, 2023

Leadership 2023 Recap: CU*Forms Makes Creating and Signing Forms Easier than Ever!

Leadership 2023 Recap: CU*Forms Makes Creating and Signing Forms Easier than Ever!

If you missed the 2023 CU*Answers Leadership Conference or want a convenient way to review materials discussed at this year’s event, we’ve got you covered!  Today’s hot topic comes from the Imaging Solutions team! Creating general membership forms and getting them signed is easier than ever with CU*Forms!  CU*Forms is a web application that allows… Read more »

Jul 12, 2023

Learn About the Latest Updates to the NCR Integration Beta – Join this Conversation on ITMs!

Learn About the Latest Updates to the NCR Integration Beta – Join this Conversation on ITMs!

Join CU*Answers Imaging Solutions for a Conversation on Interactive Teller Machines!  Is your credit union interested in partnering with NCR to bring CU*BASE to their Interactive Teller Machines?  Join this upcoming session for an update on the NCR Integration Beta. Join the conversation and add your voice to what is happening in the world of… Read more »

Jul 7, 2023

Join Us for a Conversation on Balancing Your Hyosung ITMs

Join Us for a Conversation on Balancing Your Hyosung ITMs

Join CU*Answers Imaging Solutions for a Conversation on Interactive Teller Machines!  Has your credit union has partnered with Hyosung to bring CU*BASE to their Interactive Teller Machines, or are you interested in learning more about this integration option?  This upcoming session will explore the process of balancing Hyosung ITMs. Join the conversation and add your… Read more »

Jul 6, 2023

Learn About the Latest Updates to the NCR Integration Beta – Join this Conversation on ITMs!

Learn About the Latest Updates to the NCR Integration Beta – Join this Conversation on ITMs!

Join CU*Answers Imaging Solutions for a Conversation on Interactive Teller Machines!  Is your credit union interested in partnering with NCR to bring CU*BASE to their Interactive Teller Machines?  Join this upcoming session for an update on the NCR Integration Beta. Join the conversation and add your voice to what is happening in the world of… Read more »

Jul 3, 2023

Join Us for a Conversation on Balancing Your Hyosung ITMs

Join Us for a Conversation on Balancing Your Hyosung ITMs

Join CU*Answers Imaging Solutions for a Conversation on Interactive Teller Machines!  Has your credit union has partnered with Hyosung to bring CU*BASE to their Interactive Teller Machines, or are you interested in learning more about this integration option?  This upcoming session will explore the process of balancing Hyosung ITMs. Join the conversation and add your… Read more »

Jun 30, 2023

The 23.05 Imaging Solutions Release is Coming May 7th

The 23.05 Imaging Solutions Release is Coming May 7th

The Imaging Solutions 23.05 Release will be available for all online CU*Spy Imaging Credit Unions as of Sunday, May 7th, 2023. Highlights of the 23.05 Imaging Solutions Release include: ProDOC – My Signature feature now allows credit union users to sign without a signature pad Request a document from a member, right from CU*BASE Important… Read more »

May 4, 2023

Haven’t Upgraded to Vertical Receipts Yet? Reach Out to Start the Process Today!

Haven’t Upgraded to Vertical Receipts Yet?  Reach Out to Start the Process Today!

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 easier-to-read format can be used for any receipt from any channel in CU*BASE, including standard Teller, Xpress Teller… Read more »

Apr 19, 2023

Changes Coming to Virtual StrongBox – Only 5 Days Left! Make Your Selection Today

Changes Coming to Virtual StrongBox – Only 5 Days Left!  Make Your Selection Today

Effective April 1, 2023, CU*Answers will no longer participate in the funding of Virtual StrongBox (VSB) for the cuasterisk.com network.  We will continue to integrate and maintain our partnership with VSB and encourage credit unions to consider this solution as a more comprehensive way for members to upload and store their own documents.  In the… Read more »

Mar 27, 2023

Changes Coming to Virtual StrongBox – 29 Days Left to Determine Your Course of Action

Changes Coming to Virtual StrongBox – 29 Days Left to Determine Your Course of Action

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!  If you have not already done so, you can set up receipts in forms in It’s Me 247 simply by marking a checkbox in ProDOC. Don’t forget: in tandem with this… Read more »

Mar 2, 2023