Documentation Digest is your go-to knowledge base for questions relating to CU*BASE software, products and services from CU*Answers. This email series highlights resources that we think your credit union will find helpful, including Help topics, booklets, videos and more!
In this special edition of Documentation Digest, we’ll be focusing on CU*Forms, highlighting a booklet that details how your credit union can get started with CU*Forms, importing data, building templates and more. Click on the link below for a deeper dive into our featured booklet, and don’t forget to share with your staff!
Reference Guide
Creating general forms and getting them signed is easier than ever with the web application, CU*Forms! Populate over 250 CU*BASE data points, including account base/number, SSN, first name, last name and address, directly from CU*BASE into your form templates to provide documents for signing. Additional features allow you to automate these forms, create checklists, and audit the process. Click here to check out the CU*Forms booklet!