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eDOC Innovations is a CUSO (Credit Union Service Organization), serving credit unions over 20 years! Your Core Image Processing Cloud Solution Version 7.0

Your Core Image Processing Cloud Solution...idocVAULT • Cloud/SaaS Core Processing Suite Title idocVAULT Suite - Version 7 Created Date 1/23/2013 4:46:56 PM

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Page 1: Your Core Image Processing Cloud Solution...idocVAULT • Cloud/SaaS Core Processing Suite Title idocVAULT Suite - Version 7 Created Date 1/23/2013 4:46:56 PM

eDOC Innovations is a CUSO (Credit Union Service Organization), serving credit unions over 20 years!

Your Core Image Processing Cloud Solution

Version 7.0

Page 2: Your Core Image Processing Cloud Solution...idocVAULT • Cloud/SaaS Core Processing Suite Title idocVAULT Suite - Version 7 Created Date 1/23/2013 4:46:56 PM

CU Member

idocVAULT™ is the core image processing cloud solution. idocVAULT™ creates a simple user friendly document workflow for your credit union, and provides complete management and document archiving. idocVAULT’s member portal provides your members with quick and efficient access to their credit union documents, statements, and even loan applications anywhere they have a web browser!

CU Employee

eDOC Cloud

Credit union sta� will view the mem-ber’s documents via idocVAULT™.

All of these documents are hosted in the cloud on eDOC’s secure data center.

idocVAULT™ •eReports™ •eStatements™ •eReceipts™ •eForms™ •ePackages™ •eDOCSignature™ •CheckLogic™ Suite •2020eDOC™

Our modular design makes our solution �exible and scalable to meet your needs. Purchase one module or the entire suite.

idocVAULT

The credit union member bene�ts directly from many of eDOC’s solutions.

Drive member service and business opportunities through online form, receipt, statement, and deposit capabilities in the 2020eDOC™ member portal.

Page 3: Your Core Image Processing Cloud Solution...idocVAULT • Cloud/SaaS Core Processing Suite Title idocVAULT Suite - Version 7 Created Date 1/23/2013 4:46:56 PM

Process all your periodic statements electronically with eStatements™; including monthly or annual member statements, notices, tax forms and any other periodic statement.

eStatements™

eReports™

Store back office reports electronically for easy employee access. eReports lets you categorize, secure, and access all of your reports in a digital workspace... anywhere you have a web connection.

eForms™

Electronic form processing for your lending, member service and operational needs. eForms™ provides fillable form, digitized signature, and smart indexing intelligence to automate your credit union.

Automate your teller line with eReceipts™. Member transactions processed at the teller line are completed electronically with members signing digitized signature pads.

eReceipts™

2020eDOC™ (Member Portal) Enrich your member’s mobile experience by providing access to their account documents online; and expand new business opportunities through remote deposit. Embrace the mobile revolution.

ePackages™

Introduce workflow management to automate your organization of the transactions your credit union performs, including; loan processing, new account opening, collections, etc. All the required documents can be gathered digitally, anywhere, anytime!

eDOCSignature™

Legally sign any required document digitally through eDOCSignature’s interface powered by DocuSign®. No need to set foot inside the branch, or ship documents in the mail.

An integrated suite of solutions for your check processing needs. Inclearings, returns, chargebacks, branch capture, ATM deposit, remote and mobile deposit are all included in the CheckLogic™ suite.

CheckLogic™ Suite

Solutions: idocVAULT

Request a product demo at: http://edoclogic.com/idocvault-demo/or 800.425.7766 option 3.

Questions? Contact eDOC’s Salesteam at: [email protected] or800.425.7766 option 3.

Page 4: Your Core Image Processing Cloud Solution...idocVAULT • Cloud/SaaS Core Processing Suite Title idocVAULT Suite - Version 7 Created Date 1/23/2013 4:46:56 PM

Data Conversion

eDOC provides a turnkey data conversion solution. eDOC will work with you and your creditunion to convert your data from other third party providers to eDOC’s comprehensive data storagesystem. Data that is within our retention period can be made available on idocVAULT for staff and member access. eDOC will return data outside of our retention periods to you on DVD for easy retrieval using our ArchView™ solution for proper data retention and compliance requirements based on your retention schedule.

Take the hassle out of making paper documents digital. eDOC will do the scanning for you! eDOC will personally pick up paper documents at your credit union, bring them to our secure facility for processing. eDOC will add the documents to the idocVAULT system. eDOC will return the data outside of our retention schedule to you on DVD for easy retrieval using our ArchView solution for proper data retention and compliance requirements. After you have had an opportunity to review and approve the digital images, eDOC utilizes an NAID certified company to dispose of the documents. If you would rather keep them, eDOC will securely bring the files back to your credit union once the processing is complete.

Paper Conversion

Many of our products come with marketing materials branded specifically for your credit union. eDOC makes purchasing our solutions easier on your team by creating the member facing marketing tools you need. Everything from web banners, print collateral, and even branded videos are available for many of our solutions.

Marketing Tools

Professional Services

Page 5: Your Core Image Processing Cloud Solution...idocVAULT • Cloud/SaaS Core Processing Suite Title idocVAULT Suite - Version 7 Created Date 1/23/2013 4:46:56 PM

eDOC Innovations warranties all of their electronic documents. This enables your credit union to feel more secure in your choice to utilize electronic document technology. Take a look at the list below for the types of e-documents that eDOC warranties through their retention periods...

eDOC Warranties: Retention Periods

We have created our solutions to meet different needs. Because each system is deliberately different, they have distinct maintenance requirements and costs on the part of the credit union. Updates will be released based on the eDOC Innovations release schedule, with few exceptions.

Updates & Support

eDOC Innovations is a CUSO (Credit Union Service Organization), serving credit unions over 20 years!

Document

ReceiptsPhoto ID’s(i)Loan Forms & DocumentsMembership FormsReports StatementsCredit ChecksTax DocumentsAccounts PayableScanned DocumentsScanned Paper Back LogBoard MinutesChecksSignature Cards

Disaster Recovery eDOC InnovationsEnvironment eDOC InnovationsSystem Support eDOC InnovationsSystem Updates Credit Union Downloads UpdateCost for Updates Included

Requirement Responsibility

Retention Period

36 MonthsLife of agreement10yrs or life of agreement (whichever comes �rst)24 Months24 Months24 Months10yrs or life of agreement (whichever comes �rst)24 Months24 Months24 Months24 Months24 Months12 MonthsLife of agreement

Page 6: Your Core Image Processing Cloud Solution...idocVAULT • Cloud/SaaS Core Processing Suite Title idocVAULT Suite - Version 7 Created Date 1/23/2013 4:46:56 PM

Join the conversation...

www.facebook.com/edoclogic

@edocinnovations

ME

NH

VT

MA

CT RI

NY

NJPA

MD

DC

DEOH

NC

WVVA

SC

TN

GA

KY

IL

IA

MO

MI

IN

MI

MI

MI

AL

FL

MS

LA

AR

WI

MN

ND

SD

NE

KS

OK

TX

NM

CO

WY

MT

ID

UT

NV

CA

OR

WA

AZ

AK

HI

Contact a member of our sales team in your region!

Joseph Lao1-800-425-7766 [email protected]

Harley Dell1-800-425-7766 [email protected]

Carol Middaugh1-800-425-7766 [email protected]

eDOC Support 1-800-425-7766 Option #[email protected]

Marketing & Education Questions?Christal Collette1-800-425-7766 [email protected]

Contact eDOC Today!

Page 7: Your Core Image Processing Cloud Solution...idocVAULT • Cloud/SaaS Core Processing Suite Title idocVAULT Suite - Version 7 Created Date 1/23/2013 4:46:56 PM

www.facebook.com/edoclogic

@edocinnovations

Founded in 1992, eDOC Innovations is the nation’s only core image processing CUSO.

With over 20 years of experience, eDOC has emerged as an industry leader in providing imaging solutions that work with the diverse technology requirements of the industry; thus giving the client control of their data, their documents, and their strategy.

eDOC provides core image processing solutions for hundreds of credit unions and credit union industry partners nationwide. eDOC interfaces with over 70 core data processors. 

Our Mission

“We are dedicated to meeting the changing needs of business through comprehensive e-document technologies. By creating strategic foundations for managing image acquisition, exchange and storage management, our software and business process work�ow solutions simplify daily tasks, drive e�ciency of operations and expand new business opportunities for our clients.  Through dedicated focus to the cooperative model, our solutions will grow within the industry to become a standard for these technologies and drive value to our owners and peers.”

Join the innovation today …. Core Image Processing, When Strategy Matters!

About eDOC Innovations

eDOC Innovations . http://edoclogic.com . 800.425.7766 1197 Exchange Street . Suite 1. Middlebury . VT . 05753

Page 8: Your Core Image Processing Cloud Solution...idocVAULT • Cloud/SaaS Core Processing Suite Title idocVAULT Suite - Version 7 Created Date 1/23/2013 4:46:56 PM

eDOC Innovations . http://edoclogic.com . 800.425.7766 • 1197 Exchange Street . Suite 1. Middlebury . VT . 05753

idocVAULT • Cloud/SaaS Core Processing Suite