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eForms

Digital Forms Designed
Specifically for Credit Unions

eForms will access information from your Core Processor and populate  fields in your forms. eForms will allow your member to sign or initial the form as required, e-mail or text the completed document, attach supporting documents, and export the document to your Document Archival application 

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Core Application Access

eForms can retrieve data from your Core Application and populate fields on your form. Data and completed documents are housed securely in your own environment.

Another example of the workflow allows the visitor to select an entity, and then be provided with the location.Once again, eDirectory displays a list of entities available in the building.When the entity is selected information about the entity is displayed.A floor plan of the building is displayed with the selected company location highlighted

Regulatory and Proprietafy Forms

Any type of form may be utilized in eForms. If it is a regulatory form, we use the document as a template. If you need a proprietary form, we can use your design or design the form for you.

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In Person Signatures

eForms will display the form on an iPad for your members to view and sign directly on the iPad. If all parties are not present the document may be held for later signing, at another time or location.

OnLine Signatures

Using DocuSign or any other online signature application is a simple and seamless operation with eForms. Signed documents can be retrieved, combined with Supporting documents and archived.

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E-Mail, Text or Print

eForms allows the member to select how they wish to receive their document. Documents may be securely transmitted to the member's e-mail or cell phone.

Archive Documents

eForms will create a "flattened" Adobe PDF file, or other type of image file, for archiving. The required indexing may be created in the file name, as a "ghost script" on the form, or in a separate text file as required by your Document Archival application.

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