ProDOC Packages™ is an enterprise workflow management module that streamlines your transaction documents by packaging them together for easy electronic management, delivery, storage and retrieval. ProDOC Packages™ enables credit unions to close loans faster, process new accounts more efficiently and verify that all documents within a workow ‘package’ are fully compliant.
Key Benefits
Easy to use. ProDOC Packages™ offers an easy way to organize your transaction documents in an electronic ‘manila folder’ and provides an easy checklist to ensure all documents are included and/or completed prior to delivery or storage. Its quick search filters, form auto population intelligence, stackable data tabs and dashboard organization, make ProDOC Packages™ an intuitive workflow solution.
Flexible. ProDOC Packages™ enables credit unions to create package types that serve as templates throughout the institution. The stackable data tabs make transitioning between items within any given ‘package’ quick and effi cient. When integrated with ProDOC Forms™ , capturing, creating, and even scanning documents into the workflow is as easy as clicking a button.
Secure. Ensures your team follows your business rules for your various transaction types and secures your business workflow. ProDOC Packages™ integrates with eDOCSignature™ to allow transactions to be completed securely over the Internet.
For more detailed product information or to schedule a demonstration of ProDOC Packages™, submit a webform or contact sales at 800.425.7766.
