Scan Photo ID

These steps explain how to scan a photo ID using ProDOC and a scanner.

• After you complete the steps below, the photo ID will be saved in CBX and viewable by any employee at your credit union and at your shared-branching credit unions, provided they have the CBX e-Receipt and Photo ID Capture system.

1. From the member’s account inquiry screen, click No ID on File.

   • Or you can right-click the ProDOC icon on your taskbar and click Scan.

2. From the ProDOC Signature Capture window, click the Form Name drop-down menu and select PhotoID.

3. Click Scan Page.

4. Click Select Scanner to select the scanner.

5. In the scanner dialog box that appears, click the Scan size drop-down menu.

6. Select Business card.

7. Click Scan.

8. Click OK.

9. Insert the photo ID into the scanner.

   • Place the ID all the way to the right, top first and face down.

   • You may need to give it a light tap to get it started.

   • The photo ID will appear in the ProDOC Signature Capture window.

10. Enter the member's Social Security number in the SSN field.

11. Enter the member's first name in the First_Name field.

12. Enter the member's last name in the Last_Name field.

13. Click Save.