3. Insite iDoc

Insite iDoc

ELIMINATE MANUAL DATA ENTRY AND LOST DOCUMENTS

Electronic Document Management

Insite iDoc is an electronic document management system completely integrated within the Insite Core. It packs together all of the features of Insite Document Imaging and Insite iDoc Lite and then adds more. iDoc virtually eliminates manual data entry, reducing printing cost, physical storage requirements, and lost documents while improving your workflow, security, regulatory compliance, and disaster recovery capabilities of your bank.

idocOverview

ELIMINATE MANUAL DATA ENTRY AND LOST DOCUMENTS

Electronic Document Management

Insite iDoc is an electronic document management system completely integrated within the Insite Core. It packs together all of the features of Insite Document Imaging and Insite iDoc Lite and then adds more. iDoc virtually eliminates manual data entry, reducing printing cost, physical storage requirements, and lost documents while improving your workflow, security, regulatory compliance, and disaster recovery capabilities of your bank.

idocOverview
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ORGANIZATION THAT FITS YOUR NEEDS

Tailored Fit

Our flexible system organizes documents to meet your needs and specifications. With iDoc, you have the freedom to create customized checklists by product, customer notification letters, and ticklers. Checklists within iDoc are now tailored to fit any need, even down to individual accounts and customers.

ORGANIZATION THAT FITS YOUR NEEDS

Tailored Fit

Our flexible system organizes documents to meet your needs and specifications. With iDoc, you have the freedom to create customized checklists by product, customer notification letters, and ticklers. Checklists within iDoc are now tailored to fit any need, even down to individual accounts and customers.

idocOverview2

MITIGATE YOUR COMPLIANCE AND REGULATORY RISK

Upload and Scan

Your documents are uploaded or scanned directly to an account with the use of barcode labels, cover pages, or intelligent form recognition. You’ll also have the option to perform a batch scanning process as necessary. By tracking and reporting all of your recurring, pending, and overdue documents iDoc mitigates your compliance and regulatory risk.

idocOverview3

MITIGATE YOUR COMPLIANCE AND REGULATORY RISK

Upload and Scan

Your documents are uploaded or scanned directly to an account with the use of barcode labels, cover pages, or intelligent form recognition. You’ll also have the option to perform a batch scanning process as necessary. By tracking and reporting all of your recurring, pending, and overdue documents iDoc mitigates your compliance and regulatory risk.

idocOverview3

FEATURES YOU DON'T WANT TO MISS

Top Features

risk

Reduce risk and asset liability with pre-configured checklists and missing document notifications.

ticklers

Create Ticklers to receive alerts on specific accounts and customers.

scanning

Option to skip the scanning and directly upload Microsoft Office documents (Word, Excel, PowerPoint, etc.).

integrates

iDoc integrates directly with iDeposit giving you easy access to new account documents.

import

Directly import or export an FDIC Electronic Audit Report from the Insite Core.

lockbox

Take advantage of our lockbox module with vendor management.

SEE WHAT OUR PARTNERS HAVE TO SAY

Partner Quote

sutherland

“Automated Systems has the latest technology available giving us an edge on the banking competition. “

Security State Bank – Sutherland, IA