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…Goodbye, Messy Filing Cabinets and Storage Areas!

Take forms handling and storage to a new level of efficiency with Sharetec Document Manager. With this feature in place, you’ll be able to say goodbye to stacks of boxed documents, overstuffed filing cabinets and jam-packed storage areas, and hello to convenience, efficiency and savings of both time and money!

With Sharetec Document Manager, you’ll be able to electronically store in the core all of your member-related forms and documents including:

  • Loan Applications

  • Credit Reports

  • Membership Cards

  • Share Draft Agreements

  • And so much more!!

Sharetec Document Manager provides easy retrieval of documents without ever leaving the core. By simply selecting the member number, you’ll be able to access every document for that member, from one location in the system—without having to search for loan folders or membership cards!

Sharetec Document Manager will enable you to:

    • Save the expense of off-site storage
    • Immediately access documents
    • Eliminate the need to make multiple copies of documents for different departments
    • Reduce the amount of time spent filing/retrieving documentation
    • Easily and immediately reprint copies of signed documents
    • Centralize member documentation into one convenient location

Imagine the convenience, efficiency and savings your Credit Union can enjoy, with everything accessible from the core and literally at your fingertips. It’s time to say hello to Sharetec Document Manager!