Overview: Request a Document

Request Members Submit Membership Documents from the Time-Out Window and Loan Application Screen

Request a document anywhere, anytime, for any reason, via the CU*BASE time-out window! Simply click the “Request a Document” button, provide account details, and select from the premade requested documents such as driver’s license, copy of insurance, or proof of income, or you can even create your own request.

Request a Document allows you to pull an account from the last ten memberships you assisted.

Request up to ten different documents and click Send. The member will receive a message or email with a link that will launch an interface like the one you use for eDOC Signature that will walk your member through the process of uploading the document. You even receive an email when the task is done so you know that it is waiting for you!

You can also request a document from the loan application screen.

Not an Imaging client? You will be directed to the CU*Answers store page when accessing this feature: https://store.cuanswers.com/product/request-a-document/.