Renee Petersen, VP of Internal Operations at Unison CU in Kaukauna, WI said, “This conference reinforced my confidence in the legality of electronic documents and electronic signatures as we move forward to meet our members’ needs for convenience.  Also, the new ProDOC Packages™ solution will be a valuable tool for our staff and will save them time by organizing their documents in an electronic workflow for account openings and loan closings. ProDOC Packages™ “virtual manila folder” provides an easy to view dashboard and checklist to ensure that we have all the necessary documents and that all documents have been completed prior to finalizing the transaction and storing the documents.  No more missing files, documents or signatures.”

Matthew Young, credit union attorney from the law firm, Weltman, Weinberg and Reis reviewed requirements under the eSign Act and the Uniform Electronic Transaction Act along with varying state laws.  Lewis Levey, Chairman of Computime, official distributor for Topaz signature pads, discussed the forensics used to ensure that the signatures are compliant.  Michael McKee, Business Development for Financial Institutions and Credit Unions at DocuSign, provided similar information for remote digitized signatures captured through DocuSign’s secure website.  Harley Dell, Account Manager of eDOC Innovations, provided a demonstration of electronic documents, electronic signatures and remote digitized signatures utilizing eDOC’s ProDOC Forms™, ProDOC Packages™ and eDOCSignature™.

“We are delighted to welcome IBEW into our peer group of CheckLogic users,’” said Bret Weekes, President/CEO of eDOC Innovations. “I am pleased to collaborate with them as part of our expanding west coast check imaging group of credit union clients! I’m just as pleased to see our partner, Corporate One, succeeding after such a challenging time for the industry.  It is a good example of what network business is about,” continued Weekes.

Karen Chesbro, head of eDOC’s implementation team reported that her experience with the credit union staff was “a delightful experience for our team. The staff was so easy to work with. We look forward to a long and collaborative experience with them.”

The CheckLogic™ platform provides a robust, comprehensive for Check21 and Item Processing. When fully integrated with eDOC Innovation’s eDocument strategy, credit union’s efficiency can reach new levels of performance for both staff and members.  CheckLogic support includes remote deposit for home or business.

“Our clients are embracing virtualized infrastructure at a rapid rate and the reasons are obvious,” explains eDOC Innovations CEO, Bret Weekes. “A virtual system is flexible in ways that physical boxes aren’t. This design will give our clients flexibility to tailor the deployment to the architecture they already have deployed without incurring extra expense of dedicated hardware,” comments Weekes.

The virtual appliance is hardware agnostic and portable across computing platforms. It drastically simplifies disaster recovery and is compatible with most existing VMware and Microsoft Hyper-V environments.  “With the eDOC virtual appliance solution, you’re not only simplifying and more quickly delivering this best of breed electronic document solution, you’re greatly easing systems management considerations by using a virtual appliance” says Matt Sawtell, AVP of Managed Technology Services at WESCO Net. “This solution also scales backup and recovery options from a continuous network based back to true high availability” comments Sawtell.

The International Year of Cooperatives has been organized by the UN as way of distinguishing the contribution that cooperatives bring to economic development through generating new employment, and taking part in a more collaborative social integration.

“Cooperatives are a reminder to the international community that it is possible to pursue both economic viability and social responsibility” comments Ban Ki-moon, United Nations Secretary-General.

The United Nations recognizes cooperatives as “people centered businesses”. “As a CUSO, eDOC’s primary goal is to provide innovation to our owners and peers; innovation that creates value for each member that participates with the credit union” comments Bret Weekes, CEO of eDOC.  “Through the cooperative model, eDOC encourages each peer credit union to educate young individuals and recognize that the next generation will greatly benefit from working with their community to build fiscal responsibility” Weekes concludes.  eDOC will be announcing events to celebrate the International Year of Cooperatives in the coming months.

Christian George, Director of Compliance and IT at Washington Community FCU comments, “I am really excited to be taking our eDocument strategy to the next level. I think we will see a lot of competitive benefit from being able to offer innovative tools like eDOCSignature’s capability and the eDOC Member Document Portal”.

With ProDOC Packages™, Washington Community FCU will be able to offer an organized option for their members to keep track of important documents needed to fulfill loans, mortgages, and other official credit union documentation.

“I am extremely pleased to announce to all our owners and peers participating with our CheckLogic solutions, particularly those in the western US, of an expansion in our processing cut-off times. This extension reflects eDOC’s and Corporate One’s commitment to all our owners and peers utilizing our CheckLogic suite and of our desire to make CheckLogic the solution of choice for credit unions no matter their location, platform and settlement relationship.” said Bret Weekes, President and CEO of eDOC Innovations. “We are very pleased to have such a strong and vibrant partner with Corporate One, and we look forward to a bright future with them,” continued Weekes.

CheckLogic is a complete imaging suite for check processing; including branch, merchant and member capture, with integrated in-clearing and automated return processing capability.  This contemporary, state-of-the-art, cost efficient solution logically extends every credit union’s eDocument strategy to all images regardless of type or source and drives value back to the credit union and the members they serve.

Bryce Roth, Chief Marketer at Chatter Yak comments “As Chatter Yak and eDOC Innovations are in the business of innovation (no pun intended) this is a perfect partnership for both CUSO’s.  In the last year many credit unions have made the leap to social media as a means to establish stronger member relationships, additional communication channels and strengthen their respective brands.

eDOC Innovations is no different in this respect as they have been able to brand their Facebook Fan Page using Chatter Yak’s Landing Page application and increase brand and product awareness. Having a strong social media strategy has never been more important and eDOC Innovations has demonstrated their understanding of this concept by continually utilizing the latest and greatest technologies available to credit unions and CUSOs alike.”

Visit the new eDOC Innovations Facebook page at www.facebook.com/edoclogic . Find more information on building a marketing strategy with Chatter Yak at www.chatteryak.com .

“Aside from the obvious benefits of eDOC’s 2020COLD® system, this project allows the automation of Aberdeen’s tax forms and storage using eDOC’s document workflow suite DocLogic™. We are pleased to provide this added layer of integration the credit union peer desires,” commented Bret Weekes, President and CEO of eDOC Innovations.

Renee Kulesa, Vice President of Accounting and Information Systems commented “We are excited to add the capability of archiving all our tax documents within our in-house system. 2020COLD® system will facilitate the creation of all our tax form documents. With eDOC’s tax forms imported into the system, we can generate these documents in no time, while also complying with the archival requirements in the same process.”

eDOC Innovations offers services to archive many tax forms including the 1098, 1099, 5498, and other forms in conjunction.  For more information on how your credit union can use DocLogic™ to complete our electronic tax form service visit: http://edoclogic.com/electronic-irs-tax-form-qa/ .

Credit union executives stopped by the eDOC exhibit booth to gather information about eDOCSignature™, for ESIGN capability and CheckLogic Lite™, eDOC’s remote deposit capture solution, along with other electronic document workflow tools.  As more credit unions are seeking to add mobile technology to their wide array of convenience services, eDOC offers the document management tools to attract more members.  Credit unions are also seeing an influx in online applications, including loans, but are seeking a service, not unlike eDOCSignature™, to obtain required signatures and complete transactions all from the convenience of their home, office, smartphone or iPad…via a member’s web-browser.

Finally, at this recent conference eDOC found that credit unions are seeking to expand their Member Business Services. CheckLogic Lite™ provides remote check deposit processing to the member business.  The businesses can save time and money by depositing from the convenience of their office or home.

Gertie Toups, Vice President of Accounting and Technology comments “We archive all our tax documents to the eDOC 2020COLD® system. We have for about three years. Now anytime we need to recreate those documents, we can within minutes. It’s a simple tool. We provide eDOC with a copy of our IRS reporting file that is generated from the IRS, then eDOC Innovations imports the forms into our system. All this is done within seven days after they receive the files. It is a fail safe way of maintaining tax information and staying compliant at the same time.”

eDOC Innovations offers services to archive many tax forms including the 1098, 1099, 5498, and other forms in conjunction.  For more information on how your credit union can use DocLogic™ to complete our electronic tax form service visit: http://edoclogic.com/electronic-irs-tax-form-qa/ .