Document Manager

Tired of always trying to find member documents? Try Sharetec's Document Manager. You can attach documents directly to a share, loan, or to the member record. Documents are attached in one of three ways - scan a paper document, attach a document in file format like a Word or PDF document, or electronically sign a document using e-Documents. Either way, when you need to see the member document, you simply click on their document folder. What a great tool for credit unions with multiple branches.