The differences ultimately come down to control and cost. The online ASP system is the fastest, simplest, most inexpensive way to get started with an e-documents strategy for your credit union. With online ASP you offload the back-end service management headaches to CU*Answers. We manage, backup, secure, and patch/upgrade the eDOC servers and databases and these processes fall under our SAS 70 and third party security audits. The online ASP system consists of electronic storage of receipts, loan  More...

Note: this procedure also works with Carswell printers. (1) Turn the printer off. (2) Hold the FEED button while turning the printer back on. (3) Continue to hold the FEED button until the error light starts flashing. (4) Clear the paper by pressing the FEED button. If successful, a receipt printer settings page will print. Your printer's memory is now cleared. If this is not successful, please contact the Network Services Help Desk for assistance.

Regardless of whether a member is enrolled in eStatements, the member will receive a paper copy of their tax documents in the mail, provided they earned enough dividends (or paid enough interest) through the tax year to qualify for a tax form. The presentation of tax documents in the My Documents section of It's Me 247 is an additional convenience that makes the forms readily available online, often earlier than they are provided by via mail. If you are not currently offering this feat  More...

This can happen if you have the Launch ProDOC when logging in option turned on in your Preferences (click the Preferences button or use F5 while on the CU*BASE Home page), if the workstation you are using does not actually have ProDOC installed. ProDOC is installed locally, but your CU*BASE GOLD preferences are attached to your CU*BASE employee ID, which means they are used no matter which device you are using to log in. Usually that's a good thing, but if you happen to use a workstation  More...

You can edit and delete erroneous documents. This is performed through idocVault and cannot be done on CU*BASE. Anyone that is in the CUADMIN user group on idocVault, will have permissions to edit any document. They can delete, edit indexes, or move it to another table. For example if a receipt ended up in the Photo ID table they could move it to the receipts table. If they do not see the edit button (All the way over on the right of the document list in idocVault) then either they don't hav  More...

Basic initial troubleshooting: Move the signature pad to a different USB port Move the pad to a different workstation that has a working model If the workstation isn’t capturing the signature, but it is visible on the pad, try refreshing the SigPlus.ini file (see Related Link below). If nothing is captured on the pad, remove the batteries and the tip from the pen. Place the batteries back in, then gently slide the tip back in. Often the pen tip will not make the connection needed to star  More...

Follow this link for a step-by-step guide to field calibrating your signature pad: http://www.topazsystems.com/Software/download/calibrationintructions.pdf . Although a 4 x5 signature tablet is shown in the guide's pictures, these steps will be the same for any Topaz signature pad with the following exception: If you're using a wireless signature pad, you can ignore the part about plugging the pad into the computer. However, you will need to make sure the unit is powered on (the green LED light  More...

The model and connection information for you signature pad is stored in the SigPlus.ini file. This file is located in the C:\WINDOWS directory in Windows XP or newer, or C:\WINNT in Windows 2000/NT. In most cases, the correct SigPlus.ini for your signature pad model is located on the iSweep in the Configs folder. If your signature pad is not capturing information on your workstation but the signature is showing up on the LCD screen, you may need to refresh this file. To do so, you first need   More...

MVI is an acronym for Millenal Vision Incorporated. They are an electronic document capture/storage vendor and a competitor to eDOC Innovations. As of 01/01/2010 CU*Answers has 4 CU's utilizing their products. By Postal Mail: Millennial Vision, Inc. 4578 Highland Drive, Suite A-150 Salt Lake City, Utah 84117 By Telephone: Telephone: 801-277-6686/ 888-684-6684 Fax: 801-277-6696 Technical Support Phone: 801-277-6686 By E-mail: Sales Information: sales@mviusa.com Technical Support: support@mviusa.c  More...

Online credit unions must contact a Client Service Representative to change the setting of this flag. Self processors can change it in CU Master Parameters (OPER > 10 > 1). This flag is at the credit union level, meaning it will affect all users.

1. Make sure the pad is connected to a known working PC, not a laptop. 2. Connect the pad using a Y adaptor. This Y adaptor should have a serial connection on one end and both a serial and PS/2 connection on the other. Connect the single Serial end to the Pad and the other serial connection to the computer. Next connect the PS/2 connection to a free PS/2 port on the computer. This is required to supply the pad with the necessary power. If there is a conflict with port availability adapters are a  More...

Yes. The first time someone sends a document for e-signing the system asks for a name and email address and that is used as the “from” address on the outgoing emails to members. Whenever someone signs, an email is sent to that address alerting that a signature has been captured. We will also configure a generic email address for your credit union that the system can use for any subsequent notifications, and this should be a group email that gets routed to multiple people at your cred  More...

If you have two packages you want to merge, you'd have to delete one of them, and then use the add existing button in the remaining one to associate the saved documents with it. When deleting the unwanted package, the system will ask you if you want to delete the saved documents associated with it. Make sure you don't delete them! In the remaining package, you'll highlight the missing document you want to add and click the Add Existing button. This will bring up a search window.  More...

eDOC Innovations offers a full suite of e-document solutions. This includes paperless receipts, loan forms, reports and statements as well as eSign and Check 21 solutions. Together with CU*Answers they offer three different integrated document storage or vault models. For more information about eDOC Innovations and how they can automate your document workflow, contact John Beauchamp at jbeauchamp@edoclogic.com or phone 800 425- 7766 extension 228. edi edoc edocs

This is because the print session is not pointing to the correct folder location. It shoudl be pointing to the \..\PrePrint folder for eLoans and other forms, and to the \..\ToPrint folder for eReceipts. Contact a CSO team member for assistance at 800.327.3478 x266.

During the initial rollout the Imaging Solutions team will be offering regular training webinars to explain what your staff will need to know, as well as show examples of the member experience. We’ll record some of these sessions and post them online for your team to review. We’re also working on a couple of demo videos that will show the software in action and give tips for new users. Visit http://www.cuanswers.com/products/imaging-solutions/ for the latest details.

An indexed database like the photo ID vault is only as good as the data typed into the index fields on each image stored. When IDs are scanned it is critical that the SSN entered is correct. If this accidentally gets deleted (reset to 000-00-0000) during the scanning process, or someone fat-fingers a stray number into that index field while saving, that ID image is now attached to the wrong SSN. CU*BASE uses that SSN to locate the ID. If multiple IDs have been scanned under the same SSN, the  More...

Performance should not be noticeably different. Remember that basically all the feature does is click the Verify My ID button for you, saving you the trouble of that extra click, and allowing you to continue working while the ID is loaded. Other than that the process works basically the same as if you'd clicked the button yourself. The ID image is still in the same place it was before, and the system still has to go and find it and pull it back for you to view.

Yes, the dashboard allows any employee to see either their own forms, or all forms out for e-signing.

Most likely this is caused by scanning the license using the Black White setting instead of Grayscale. If the license looks incorrect in the preview window, click the Delete Page button in the top right. Click Scan Page again to rescan the license. Make sure that Grayscale is selected, and that the DPI is 100. If you are still getting black streaks after selecting Grayscale, the scanner may need to be cleaned (see the Related Link below for details).

To calibrate the scanner, you will the need calibration sheet that came with the hardware. It is typically a white sheet with a large black bar running across the lower third. Make sure ProDoc is signed in then right-click the ProDoc icon in the system tray (near the time). Select the Scan option. Click the Scan Page button at the top of the page. Select the Calibrate button near the bottom and insert the calibration sheet into the scanner. Make sure to pay attention to the directional   More...

eDOC Innovations is the new name for Reed Data Inc. If you are researching the eDOC Innovations electronic document suite of products. Use eDOC in your keyword search to find all sorts of interesting information regarding how eDOC innovations can help you with your eDOC strategy. edi edoc edocs

No, once you’ve processed the form you cannot pass it along for e-signing to anyone else, so it’s important to gather email addresses for all of the remote signers when you first generate the form.

For security reasons, the iDOCVault verifies the time set on your workstation when access the site. If your clock is more than a few minutes off, the server will throw the expired timestamp error message. To fix this, please adjust the time on your workstation to match the current time. To do this, double-click on the time display in the lower right-hand corner of the screen. On the Time Zone tab, make sure the correct time zone is selected, and, if you are in an area that observes Dayligh  More...

No. Actually, all of them will receive the email at the same time and can sign whenever they like. The eSignatures system will combine all their signatures onto the same form automatically.