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.
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.
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.
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.
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.
FEATURES YOU DON'T WANT TO MISS
Top Features
Reduce risk and asset liability with pre-configured checklists and missing document notifications.
Create Ticklers to receive alerts on specific accounts and customers.
Option to skip the scanning and directly upload Microsoft Office documents (Word, Excel, PowerPoint, etc.).
iDoc integrates directly with iDeposit giving you easy access to new account documents.
Directly import or export an FDIC Electronic Audit Report from the Insite Core.
Take advantage of our lockbox module with vendor management.
SEE WHAT OUR PARTNERS HAVE TO SAY
Partner Quote
“Automated Systems has the latest technology available giving us an edge on the banking competition. “
Security State Bank – Sutherland, IA