To purchase a license for the iText software, refer to the PDF Exports Brochure and complete the form on Page 4 and return to CU*Answers via fax. The brochure can be found in the brochure: www.cuanswers.com/pdf/cb_ref/pdf_export.pdf and return information is also found on Page 4.

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...

A third-party utility is needed to generate robust PDF output. If you are having issues with PDF generation, it is possible that this is missing or corrupt on your PC. Or it may mean that you have not yet installed the software on your PC. To see examples of how CU*BASE GOLD utilizes this sofware, click here to open the PDF Exports from CU*BASE flyer. See below for directions on what to do if you need to purchase a license of this sofware (iText Sharp) or how to install it once you have purc  More...

iText is a third-party PDF export software that enables PDF Export functionality for a variety of dashboards within CU*BASE. PDF Export allows for the easy creation of full color reports with a single click of an icon. The software does require a license for use and installation on each individual workstation that will be utilizing the PDF export feature. CU*Answers now handles the sale of new licences, which are for use per workstation. To purchase a license, refer to the PDF Exports Brochure  More...

To take advantage of the CU*Answers online imaging solution, there are a few required pieces of hardware. Each branch will each need an Gweep upload appliance to transfer the electronic images to the secure database. Additionally, scanners are needed to capture photo IDs (and supporting documents for loans), and signature pads are needed at each workstation where receipts are signed. Thermal printers are required for the system. These hardware devices are described in more detail below: Gweep U  More...

Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Times New Roman","serif";} When launching a print sessio  More...

This particular issue arose due to N\A being listed in the driver's license and code word fields. With these indicators, the program is getting confused because \ is seen as a field separator rather than a text option in the field and is causing the program to read the fields incorrectly. This is why the account was being listed as invalid. These fields will need to be updated to include either the actual data or simply be left blank.

We pull data from many different tables into a new behind-the-scenes table called a view. When a search is performed we look at everything in that view and return a result wherever we got a hit in any column or row in that table. The view selects data from the following files: MASTER membership info (account base, DBA name, employee #*, last name, first name, middle initial, reference*, SSN, member type) MSNONMBR non-member info (SSN/TIN, first name, last name, middle initial, member type) Th  More...

The following innovations were developed for Xpress Teller (Tool #1600). A powerful and easy-to-use new search engine that gives a single input field to enter any data about the member and look for that data across dozens of key data points, including many new ones like driver’s license number, phone number, email address…even online banking username New workflow controls for Xpress Teller (Tool #1775) gives credit unions unprecedented control over the available features and how the  More...

If you are considering purchasing a new workstation, here are some questions to ask yourself to ensure that you get all the features you need! First, be sure to review the CU*BASE workstation hardware and software requirements on our best practices page: http://cuanswers.com/client_pm_bp_network.php When purchasing any workstation, consider: 32 or 64-bit Operating System? CU*BASE and ProDOC are compatible with either operating system - but CU*Answers cannot make any guarantees about third part  More...

It means that your workstation is unable to reach the licensing system on the iSeries here at CU*Answers. There are several possible causes. 1) Your PC is not currently connected to your network or you have not logged on to your network properly. Restart your PC and log back on to your network. There may be other causes. If restarting the workstation does not help, contact your staff IT specialist. 2) If the software has been recently installed or reinstalled, there may be a misconfiguration.   More...

Install the TWAIN driver that came with your webcam Right click the ProDOC icon and select Scan Proceed to Scan Options and make sure the Override scanner settings check box is unchecked Click Select scanner> Twain Pro> (your web cam) click Select, then OK on the Scan Options button and click Scan Page.

The costs associated with implementing the e-Receipts and Photo ID Capture system include purchasing hardware and a one time implementation cost. The following hardware needs to be purchased: an iSweep appliance for each branch, electronic signature pads, photo ID scanners, and thermal printers (if needed). The system requires the use of thermal printers. If a credit union has Carswell Data Product epson printers, there is a one time cost to change the output of the receipt printers from two   More...

Your credit union separates deposited items into three types: On-Us (member share drafts that can be cleared internally), Transit items (checks drawn on U.S. financial institutions that can be collected electronically), and Miscellaneous (checks and other items that cannot be legally collected electronically, such as foreign items, savings bonds, and damaged or poor quality items). All items of similar Work Types are placed into batches. A credit ticket is attached and each batch scanned using t  More...

(1) Generically, open source refers to a program in which the source code is available to the general public for use and/or modification from its original design free of charge, i.e., open. Open source code is typically created as a collaborative effort in which programmers improve upon the code and share the changes within the community. Open source sprouted in the technological community as a response to proprietary software owned by corporations. (2) A certification standard issued by the Ope  More...

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...

What happens when you purchase a specific software application? And if you’ve purchased software, what is the license agreement for? Do you now own the software* because you paid for it? Simply put, no. Though you may have paid for the software, what you have actually done is licensed the application, essentially paying for the rights to use the software according to guidelines determined by the owner. The owner of the software remains the person or entity that holds the copyright, giving them t  More...

CU*Check 21 includes an IBM PC, a Unisys Document Scanner, Alogent's Sierra Xpedite(R) software (recognized as a world leader in image technology), and three years of complete equipment support and maintenance- valued at more than $5,000- as standard!

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).

-There is one screen for the user. The transaction receipt pops, and displays two rows of denomination boxes: CASH IN |__| |__| |__| |__| |__| |__| ONE FIVE TEN TWEN FIFT HUND CASH OUT|__| |__| |__| |__| |__| |__| -The system OCRs the receipt and finds the cash in and cash back amounts. The teller cannot print the receipt until the denomination counts total the In and Cash Back amounts. Note: They had issues with our concatenated multiple receipts   More...

This is usually caused by accidentally double-clicking the Scan Page button, which causes the scanner driver to lock up. To fix this issue, enter the Task Manager by using Crtl+Alt+Del, highlight ProDOC, and click the End Process button. This will exit ProDOC and you will have to sign in again. To avoid this issue from happening in the future, make sure the Scan Page button is only clicked once (note: it may take a few seconds before the scan window opens). Also make sure that you do no  More...

If you have added the new license codes to the RDI.INI file in the control folder on your server, then all eDOC applications will check for a new license code when they are within 30 days of the expiration date. Therefore, even though new codes have been entered on the server the workstation codes will not update until you are within the 30 day window.

Without uninstalling the current scanner drivers, install the scanner drivers a second time and then CheckLogic will recognize the scanner.

The teller uses the ProDOC software that is installed on his or her computer and a scanner connected to their computer to scan the photo IDs into the secure database. edi edocs edoc

Some scanners, like the Canon CR-180, have a paper feed thickness setting. Increasing the thickness of the allowed paper can often greatly reduce paper jammed errors.