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Document Imaging provides a flexible and convenient way to organize and retrieve account-related documents and files while you are working in TrustNet.
For programs where you enter a single account number, the word Imaging appears on the
menu bar, giving you access to the folder of information for that account.
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- A scanned copy of the trust agreement
- A scanned copy of the signature card
- A scanned copy of identification such as the drivers license
- Photos relating to the account
- Spreadsheets relating to the account
- Agreements for land contracts or personal loans
- TrustNet reports that you have stored using Print to File or a PDF driver
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When the Imaging folder is open, you can |
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- Look at documents
- Paste new documents into the folder
- Create new documents in the folder
- Create sub-folders to organize the documents
- Filter to see only files of a certain type
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The Imaging function also works for
Account Groups. If you have documents that relate to a
group rather than to a single account, the documents can be saved in the
Imaging folder for
the group.
Your IT staff can control the security for the Imaging folder using
normal network security.
This is important to protect the privacy-sensitive documents that could
be stored there.
Setup is easy. Once you define the root folder, TrustNet will create the
sub-folders for each
account or group as they are needed. |
The Document Imaging module adds value to the core system by … |
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- providing an easy link to account documents directly from the program you are using.
- encouraging an organized structure on the network for account documents.
- reducing the chance that an original document might be misplaced because authorized people can look at the scanned copy.
- saving time compared with finding a paper document.
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