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

Pricing Changes Coming to Virtual StrongBox – Does Your Credit Union Have a Plan?

Pricing Changes Coming to Virtual StrongBox – Does Your Credit Union Have a Plan?

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 »

Sep 14, 2022

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

The 22.05 Imaging Solutions Release is Now Available

The Imaging Solutions 22.05 Release is available for all online CU*Spy Imaging Credit Unions as of Sunday, May 15th, 2022. Highlights of the 22.05 Imaging Solutions Release include: Color Photo IDs for Enhanced Online Clients New eDOCSignature Features Draw a Date Picker Draw a Memo Field Draw a Drop-down list Important Security Updates Take a… Read more »

May 16, 2022

The People Behind the Brands – Meet Imaging Solutions

The People Behind the Brands – Meet Imaging Solutions

Imaging Solutions helps credit unions archive their data and work with members remotely, with support options for desktop and mobile devices.  Imaging Solutions provides the ability to view statements and reports through CU*Spy and It’s Me 247 online banking, with iDOC allowing users to save receipts, loan forms, member forms and more. Today we’re placing… Read more »

Apr 8, 2022

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

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

Are you able to view the statement or report information stored on your credit union’s CDs or DVDs from 2003 to 2013?  Don’t know?  Then now is the perfect time to start auditing your important records and making sure that your credit union will be able to produce the data that you state you have…. Read more »

Mar 24, 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 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