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Accelerate your digital transformation strategy with FASTdocs, Alogent's powerful ECM platform that's built for banks and credit unions.
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Financial institutions struggle with growing volumes of incoming data, both structured and unstructured, as well as backlogs of paper documents often in their archives. Trying to make sense of this information and to make it searchable, reportable, and actionable can be a challenge. The results, slowed operations, a lack of business intelligence and data transparency, and soaring IT and overhead costs. To stay competitive and meet both internal and account holder facing needs, banks and credit unions must embrace modernization and extend their capabilities beyond just document management, but instead into information management. Enter FastDocs, Allogene's flagship enterprise content and information management suite. FastDocs revolutionizes the landscape by streamlining business processes, eliminating paper, automating manual efforts, and accelerating access to critical data. Fast Docs' web based architecture makes our ECM suite accessible from anywhere on any device. Its browser and operating system agnostic capabilities means no matter your preferred platform, FastDocs will seamlessly integrate into your existing infrastructure. Through automated input tools and an external API that facilitates integration with third party solutions, documents transition into a paperless state upon arrival. While data is automatically located and extracted using state of the art recognition technology, including built in rope and zone data extraction capabilities to quickly capture key information and use it for indexing. This ensures swift capture of business information and empowers a searchable, digital repository, enriching user experiences and expanding self-service capabilities for all account holders and employees alike. At its core, FastDocs provides an intuitive user experience. Efficiently navigate using tree views to switch between dashboards and adjust your perspective as needed. Expand upon traditional document management and evolve your current digital transformation efforts with advanced for capturing, archiving, and managing data in various formats, such as paper, image, audio, or video. Enhance the intelligence and agility of internal operations through features that streamline existing operations and speed access to business intelligence throughout your institution, all customized to your specific permissions, workflows, and preferences. Leveraging cutting edge capabilities, FastDocs eradicates delays, errors, and compliance concerns linked to the manual handling of both structured and unstructured documents. Secure your institution's digital transformation success with Allogene's Fast Docs today!
Securely Exchange Documents With Account Holders
Offer a convenient way for customers and members to view, download, print, and share documents with your institution. Connect to your digital banking platform for a seamless experience.
One Imaging System For Your Entire Institution
Streamline access to content and information for accounting, finance, lending, and other departmental users with FASTdocs. Automatically import cold reports from the core. Batch scan paper documents and account holder records. Drag and drop electronic files. Expedite indexing with document templates and OCR-based data extraction. Enable automated retention rules.
Boost Productivity With Workflows
Leverage customizable, event-driven workflows in FASTdocs for efficient document management and quality control, wire transfers and loan approvals, invoice reviews, resume management, and much more.
Connect Your Core (And Much More)
Gain a comprehensive view of each relationship by pulling core data into FASTdocs. Use the FASTdocs API to integrate with almost any third-party banking application.
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Explore FASTdocs, Alogent’s enterprise content and information management software for financial institutions. Watch a pre-recorded webinar, learn about our customizable workflow library, and take the next step toward enabling self-service.
Hey. Good morning. We'd like to take you, thank you for taking the time to join us, this morning for, the webinar today. We're gonna be focusing on our FastDoc seven solution and some of the updates that we've recently made to our document imaging platform. My name is Tak Johnston. I'm our VP of sales. And on the line, we also have Michael Muncie, who's our VP application engineer. Michael's gonna be the one who's gonna take us through the actual live software this morning. So thanks again. Yeah. So so today, we're really gonna focus on the business needs that we're hearing from, you know, our customers, prospects, as well as the market as a whole. You know, really four common themes that that we're consistently hearing, as far as what our customers are wanting to see within their document imaging platform. The first being process automation, with some approval options where you can have an a more automated workflow versus having your, internal staff having to manually, you know, do decisioning and things along those lines. Michael's gonna talk to that a little more specifically on on the following slides as well as an actual, software presentation. And then secondly, we're gonna go through simplified indexing with OCR. We're also gonna talk about the interaction with members, you know, the importance of having a positive member experience. And then also, lastly, but not least, we're gonna touch on our seamless third party integrations with our FastDocs API that really allows you to work with, you know, various core providers, digital banking providers, as well as many other vendors out there. So Alrighty, Tak. So I will jump in then into the, the first area. So thank you for, covering those, four business processes. So diving into the first one here with, the process automation, with approval options. We really saw in the challenge out there in the marketplace, the need to automate some of these processes for you. And with that, we really see a way to be able to use the features and functionality in FastDocs to do this. So as we think about this and as we show you the process automation, I'm getting to give you an example of just one type. But bear in mind, you could apply this to many different other types, of documents that you might have, approval processes, internal documents, external documents, different, ways there. So let's go through this first one. So process automation, the example that I'm gonna be using, just one more slide here to kinda walk us through it, is the example of a wire approval process. So right now, your business need is you have these wire approvals that come in, whether they are, through documents, whether it's a physical document, electronic documents. You have to get approval on it. Once it's approved, where does it go? How does that, notify different individuals? So once again, I'm giving you an example of this wire approval process, but literally, you could take out wire and change that to any other type of document. Right? So think about your business processes that you have in there. So how does FastDocs address this need that we see in the marketplace? Well, let's go ahead and take a look at it. So for this scenario, I'm gonna switch over into FastDocs. So here we're in FastDocs. This is our document management product. If you haven't seen it before, so within FastDocs, I'm quickly gonna just go right into the member's area. Because we're gonna focus on the directory. So as I pull in, I'm gonna go into James Blackburn here. We're gonna go ahead and pull up his account here for, this process. Now bear in mind, I get this, wire in. I can quickly look at where I need to put this. Because a wire is specific to accounts, I'm gonna go ahead and expand my accounts here. And I'm gonna go into my basic account here, so, my two hundred and I'll click on wires. So here I have the wires area, I've got that form that came in, but now, how is this gonna be processed throughout your organization? So, I could right click and I could quickly scan in that document if it was a physical document that was given, handed to you, maybe at the teller level, maybe within the branch office, or maybe you get it through an email and I have it as an electronic one. So in this scenario, I'm gonna actually do a electronic version and a later demo I'm gonna actually show you scanning it in. But for the wire, I'm just gonna drag and drop it directly into the system. Now some of the unique features of FastDocs is really being able to make sure that those documents are captured accurately, stored in the system accurately and makes it very easy for your employees to be able to process it. So notice the document template is already set up. So for this, it's a wire form. I'm gonna go ahead and say it's a wire form ready to roll. Click create. That creates, this wire transfer form, it's ready in here. Notice the document properties that it already has in here, whether it be the retention. We'll talk about that a little bit. If it needs to expire. But notice even the indices are automatically created in here for this. So it's gonna be a wire document. It's based off of the account number that we put it in, my employee ID and I'm gonna go ahead and click finish. Once that document's created in our system, it now actually goes out and notifies the individual that they, the manager or group, however it is, that they actually now have a wire to approve. Once again, I'm just using this as an example. So if I just look at my email here that I got in just to give you an idea, I have this email that's been sent to me notifying me that I actually have a wire to, approve. Now in this email, it could have more detail, things like that. For this demo, I kept it very simple. So how do we approve it? So that manager, that individual, now has to approve it. So they would actually go into the workflow tasks and in here they would see the approve wire form. So now that they've been notified by email, and remember all that was done was dragging and dropping a document into the system. That is all it took from, the individual employee that had that wire, which they could have even scanned it. But at this point, I have this document and I'll just take a look at it. Here it is, the wire transfer form. It went to the manager for approval. So I scroll down here and what do I wanna do with it? Well, I can approve it, I can reject it, or I could just save it for now and come back to it later even if I wanted to. So for this scenario, I'm gonna go ahead and click approve. Once that's done, notice that you can actually even put a note in here. So maybe, the manager or that next person in the step actually might even be the one that executes that wire. So for this scenario, I'm gonna say wire has been set. So I put in that note, it's tracking it with that person who's actually approving it. We can control even the security group of who can see those notes. You could actually even, even if I chose reject, you could actually even put in notes for that. But for this scenario, I'm gonna go ahead and click approve. Now that that task is done, I don't have any more tasks in the system. That wire is completed and it's now directly into the system, stored securely with the right permissions and the wire has been processed. So as we think back on it and if I go back to our process flow here, notice how you can simply and easily make this process happen. And even at the end, you can notify the person once that's been approved and let them know that that actually has been approved and processed whether it be through email or notification as well too. So, how do we address this need that's out there? Process automation right through FastDocs. And it was as simple as your employees just dragging a document right into the system. They didn't have to kick off anything else. So can we improve process? Absolutely. And can we route documents where they need to do, need to go within the institution? One hundred percent. So this is one example of where you can improve and work on that business case. Alrighty, so let's go on to our next one. Remember we had a few here. So the next one is simplifying indexing with OCR. I'm pretty excited about this one. This one's cool, because there's always indices that we wish we just had, but ultimately, sometimes it's hard to type one, type an industry in. Let me give you an example. You get an auto loan. Have you ever typed in a VIN? That's a long number that has no really rhyme or reason to it. So it's gotta be exact and it's a long, digits that you have to put into the system. So here's the opportunity. You have a document. It's scanned into the system. You wanna capture things because you wanna ultimately be able to search on that VIN or search on information or export details with that valuable information. How do you do it? How do we meet the the challenge here with this opportunity to be able to simplify it for your employees and ultimately be able to get what you need within the system? The way that we do it? FastDocs OCR scanning. Let me show you how it's done. So let's take a look. So we're gonna go back into the system. Now for this scenario, it's an auto loan, so it's not under this, this loan. So I need to actually go down and I'm gonna go to my auto loan, which is number four hundred, that's open here in the system. Notice here I have my auto loan packet. I have different information that comes with it. But now I have this agreement that I need to bring into the system. As I mentioned, we might have all the other different documents, but I only wanna bring in this one specific one. For this scenario, I'm gonna actually use a scan document just to show you how powerful the system is when it comes to OCR ing a physical document. So let's go ahead and choose agreement. I come in here, I'm gonna go ahead and choose my scanner to scan, and I'm gonna go ahead and scan my page in. Now, what it did is it just scanned in my auto loan agreement. I have all that detail, but it's a scanned image. How am I gonna get the indices directly off that document? How am I gonna get the information? Now, I could zoom, I could rescan, I could have multiple pages here. I could do whatever I need to with the scan. But let's go ahead and just get to the OCR ing. So I'm gonna say process document. So you're gonna notice as soon as I come in here, there's some new features that really give the power of FastDocs to you and your employees really, when it comes to OCR. Notice we have two options. We have what's called OCR wrote and ours OCR click. Now for this demo, I'm gonna show you click. So I'm gonna go ahead and just click that, and notice it's quickly doing a performing an OCR on that page to make it simple and easy for you. So now that it's there, notice it immediately took me to my first indices that I actually need to capture off of here. Now, I could actually just go in here and all I have to do is with because I'm doing OCR click, is bring my mouse directly over to the person's name. So what I'm gonna do is I'm gonna click James and then I wanna capture his last name, Blackburn. Notice how it automatically filled in the industry right there for his account name. But it didn't do just that. It took me now to the next area of what I need to capture in this document. So, balance. Okay. Well, let's just hover over. Let's grab this. Notice too when I hover over the area because I'm doing click indexing, it gives me a green box over what it's gonna capture. So I'll go ahead and click that. Okay. So we got that. Now we got this dreaded VIN number. What are we gonna do? We're gonna type it in? No way, we're not gonna type that in. We're gonna click it and make it easy. So once again, we hover over, grab that information literally just with a click and there you go. It captured that VIN information directly off of a scanned document and now you have all the information that you need from your indices. Now I could have done a lot more on here, captured other different information, whatever you choose for your indices. But look at how easy it was just with click indexing and eliminating that mistyping or information that could happen. I'll go ahead and finish that, click create. Our document is done and now if I click on the indices for this document down here, notice how it captured all that information for searching and being able to go back and to be able to find that information. So power, right? OCR indexing. Whether it be with a document you drag and drop in, but even more powerful even with those documents that you scan in. So the power there, simplify that process through OCR. Let's make it easy for you to be able to capture that information and to be able to get those, indices in to ultimately to be able to search on what you need. So that takes us now to our third area. What's our third area? Interaction with members. Boy, this is really becoming more and more important. The last thing that you wanna do is have to send them something physically in the mail. That's absolutely the last thing. But isn't it even just as cumbersome to have to set up an external, portal with an email and security and then they forget the code and then they call the, the call center and it it's just a mess. Right? So maybe sometimes some of your members work great, but I will tell you with this, if you have a call center or group of individuals that have to interact with members all the time, using this feature, the solution that I'm gonna be talking about, FastOx Web Share, is gonna be absolute key to really being able to have that seamless interaction with your members. So, let's see it. Let's take a look. So once again, I'm in my member structure here and I wanna be able to share a document right here with my member. So let's go ahead and just go up here and you'll notice within FastDocs, you have different options to be able to do this. Now for my scenario, what I have is I have an area called member share. Notice in here, you could call this whatever you want. Maybe it's, Credit Union Share. You you change the name, you make it seamless and simple. But what it is, is it's a simple and easy way to share a folder to interact with those members in a real easy, simple way. So here's the scenario. So let's just say a member calls in. They need a copy of a document. So what do they do? They quickly go in, maybe they go on to their digital banking. So here's an example of logged into digital banking. I go down here, member share, there's nothing in it right now. Yeah, great. I have my tax documents, maybe some of my other documents. This is what Web Share provides to you, is all these different options to quickly be able to share documents with your members. Now, bear in mind, they're asking they're asking for a specific document. How do you quickly and easily share that with them without compromising security, but also making it using the systems you already have? Take this sample document. Let's drag and drop it right into this member share. So I'm gonna put it right in here and I'm gonna choose my document here. Why do I choose the document template? Well actually, what it's gonna do, notice some of the key things that it does for you. You can rename it here. So this is what you want. So you could put whatever name you want in there. That really gives you that flexibility based off of the document. But notice this, retention period. Notice it will automatically expire in one day. So you could choose that based off of your different needs. You could actually even have this as a drop down. Seven days, five days, whatever you choose that you want. But the idea is just by dragging and dropping this document, putting it in there, there's the document. Now, if I go back over here as the member, click on member share, there it is. That's how simple and easy it is to be able to interact and provide documents directly out to your members. Now, bear in mind, there's always the question, what if I want to have the member send me a document? Well, that is the next aspect of this. So they you can actually request a document directly in our system. I'm not gonna go into all that detail today, but we'd love to follow-up with you and show you how just through their phone and through or their desktop, they can actually send a document right back to you right here in the system just by right clicking and say request document. So once again, what's the power of the system? Interacting with the members, whether it be one way, whether it be two ways, about whatever the case, the business problem that you're, providing here and the solution with FastDocs is that two way communication of interaction directly with the members. Alrighty. So that was the next business problem we were addressing. What's the third one? Well, the third one has to do with really being able to connect applications. We're hearing this word API a lot out there and maybe you're not technical on this call, but you know that. You hear those words API, what does that mean? Well, you wanna be able to connect application A to application B. In this scenario, we'll talk about application A being FastDocs and application B might be something else. Now bear in mind, this could be the core, so this be could be the core that you're using. This could be maybe SharePoint. This could be a different area that you're using within your organization that you wanna be able to connect the two together. So, what's the opportunity? We want this to be seamless for your employees. We want this to be easy for your employees to be able to interact and to be able to connect the two solutions. So what's the solution? FastDocs API. So let's just give you an idea, a taste of what that could be. As I mentioned, that could be directly connecting directly from the core right into FastDocs. So imagine you're working on member one thousand directly in the core, it can take you directly to the folders to give you all the information. It could take you to their driver's license, maybe a certain area of the documents that are stored in here. What I'm showing you here is an example of some of the APIs that we make available to be able to interact directly with your third party systems. Yes, we give you the capability to interact and to be able to have this communication and connect in, with these APIs. So while this might be a little technical, the point of it is, let's make a solution that makes it easy for you to be able to interact and to be able to have this seamless connection between your your third party systems, Fastdocs or even your core with Fastdocs together. So a lot of capabilities when it comes to interaction. So once again, the challenge, want this simple and easy, right? The opportunity should be invisible. The solution, Fastdocs API. So that gives you those capabilities. So what did we cover? We had a lot of information here, went through these four different areas. Well, I just want to kind of summarize it in just a few last points here. So what, what can you accomplish with Fastdocs? Well, first and foremost, this was just a tiny sample of the features of Fastdocs. But there are business challenges that we hear out there that Fastdocs has addressed and is available through our solution. Powerful when it comes to things like OCR, being able to capture those in the indices easy, simple, right to the point of being able to get that information off the the document and in a way that you can search and find that information. That is the power of FastDocs with OCR scanning. How about member interaction? Did you see how you can really connect with your members? Just to give you an idea and as an example, imagine your driver's license, as and all the different driver's license in your system today. Do you have the latest for every member? What if you had a system that automatically went out there, got the latest driver's license, and brought it back into the system even without any interaction from you at the credit union. I'd love to show you more on that, but that's where the member interaction comes from with FastDocs and Web Share. How about the paperless, operations that really are behind there? Really being able to work between the, departments, being able to share, information. And this really goes real nicely with the automated routing. As we think about being able to take a document. Now I give you an example of a wire. But imagine, let's use an internal document. How about a resume? You're working internally, you're, you're trying to hire some new tellers, you wanna route those documents within different individuals in the organization. Has nothing to do with member documents. Right within FastDocs, you have the ability to route these documents and be able to manage them, control them, just as simply as dragging them in or being able to approve and process them right through the system. So as we talk about all of these areas including the APIs, we really see how FastDocs can take your business, look at the business issues, and be able to take you to the next level. So hopefully, that gave you some food for thought as you think about how we can address some of these business problems. So with that, I'm gonna turn it back over to Tak as we go into our next section here. Yeah. Perfect. And, Michael, thanks for taking us taking us through the actual live live software. Were you able to see did we have any questions that came through in the chat? Yeah. We do. We have a couple here I'd love to just address. So, I'll go ahead and, just take a take a few of these. And please feel free to add additional questions. If you think of them, you can add them right in there in the chat of, the GoToWebinar here. But here's one that came in. Does FastDocs integrate with MyCorps? Well, so we integrate with a lot of cores out there. So just to kinda give you an idea, correlation, great integrations directly through APIs, being able to connect directly from within Keystone and be able to pull up documents, in a great way as well as being able to pull in the documents that are generated out of there. So that's just one example. Scimitar, same basic principle. We actually use SymExchange to be able to connect in, be able to pull information, be able to interact, and actually even be able to see some of the documents right within the Scimitar, screens there. So, direct integration. Now, I could go into XP two, I've, porta DNA, protege what was that tech? Port Portico as well. Portico. Thank you. Sorry about that. Yeah. Port Portoge sounds like something else. Portico. So, all of those different ones, we have current customers with, so we can definitely help you with. There's many others, actually. In fact, we have over twenty different Cores that, we've integrated with. I just a lot of them, maybe a lot of you haven't heard. But absolutely, integration with CORE is a must out there and FastTalks has been doing this a long time to be able to interact with them. Alrighty. Let me see if there's any other here that are coming in. Let's see. Could this system replace my statement provider? Ah, yeah. You probably saw that Web Share screen. And that's an interesting question because usually, I get that question a lot. Tack and I get that a lot when we're out in the field. And the answer to that is absolutely yes. It actually doesn't just replace the statements. You can put, it can put the tax forms up there as well as even allowing you to have them sign up through our system. We didn't go into all of that today, but we'd love to follow-up with you of how that can provide that online capability of being able to provide statements through your digital banking provider. Which that's, that's usually the case. You, you want it in the digital banking, you want them to be able to sign up, and then ultimately to be able to view them. And I'll just share this little piece with you. We'll let you store as long as you want in there. So you could have seven, ten years, fifteen years of statements, whatever you choose. I know there's a lot of regulation changes happening around statements right now, so definitely a good conversation we can have with you of how we can quickly and easily share those statements. Even if you haven't been sharing with us now, we can take even your past history, your older statements, get those in to your digital banking and make those available. So that was a long answer to a quick question, but hopefully that helps you with the, the statement question there. Alrighty. I think we got time. Let's see for one more. Let me see, just looking at here to see what comes in. Alrighty. So the last question is in regards to, interaction, outside of FastDocs when it comes to auditors. Interesting question. So I think I understand where this question is coming from, but I, we might need to follow-up with you. But, one of the great features that we have with FastDocs is the ability to have an auditor log in. So imagine you have an auditor or somebody coming in that needs to look at specific types of documents. You can actually have an auditor log in to FastDocs. It's web based. They can log in and only see the documents that you choose that you wanna provide directly for that auditor. So, love to go into more details. I can actually even demo that, but it's a great feature that gives you that flexibility. Alrighty. We're up against the top of the of the timing here for this, but, I'll turn it back over to Tak to finish up, our our webinar here today. Yeah. Absolutely. And, Michael, thanks for taking us through the software, this morning, and appreciate everybody taking the time to to join us. I hope it was beneficial. As Michael mentioned, you know, we just touched on, you know, a a fraction of what FastDocs can really do. If you have any additional questions, if you'd like to schedule a deeper dive demo on the solution, certainly feel free to reach out and more than happy to help you with that. But, yeah, just wanna thank everybody again for the time this morning, and we look forward to hearing from you sometime soon. Thank you.
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Good afternoon and thank you for joining us for today's webinar. We will be going over, the FastDocs workflow library and other practical examples. I am joined today by Michael Muncy and Cameron Marks, and I will hand it off to them to get everything started. Alright. Thank you, Kara. My name is Cameron Marks. I'm the director of product management responsible for our FastDocs product suite. And with me, I've got Michael Muncy, who is our VP of Application Engineering. We're excited to have you, join us for our webinar today. So we'll dig we'll dig right into it. So we'll talk about, you know, what is the FastDocs workflow library? And let's go ahead and go ahead and advance our slides there. Alright. Perfect. So our FastDocs workflow library, it's a collection of common processes within a financial institution. So what we've done, we've taken a toolbox, a general toolbox for building out workflows, and we've created, preconfigured processes, for ease of use, and allowing for minor customizations, but streamlining, processes that occur within your financial institution. So, this library of workflows can be leveraged out of the box and implemented to meet your needs. The workflows themselves employ what we call event driven workflows. And these are, single document processes that are triggered or initiated by by events that occur within FastDocs, that occur within that ecosystem, such as creating a document. We'll talk a little bit about some of the the other triggers that can that can initiate these processes as we get into our presentation. But the overall goal in creating the FastDocs workflow library is efficiency and time savings. There's an an analogy. My my nine year old son is, he's been doing, swimming lessons, since he was a little kid, and he's he's starting to get really good at swimming. And one of the sayings that his coach uses is that slow is smooth and smooth is fast. And so as you evaluate some of these these workflows, there are some similarities there. We're putting structure around your processes, and and maybe some of your knowledge workers, have their own, way of doing things, whether it's, you know, creating, you know, file system on their own computer and working through their process there, and then, you know, getting that through into into a system of record. The goal in in applying a workflow, library to your processes is to be able to, you know, essentially slow things down, but make things consistent, repeatable, and making them smooth. And smooth in the long term equates to fast. It also gives, you know, consistency in your processes and your procedures. And then, additionally to that, when something is consistent and followed as part of a normal, process and procedure, as part of a workflow, there is audit and traceability for those actions. Alright. So what are some of the base basic, process flows that that FastDocs, users can utilize? Now we've broken these down into, named processes. And as we get into, the demonstration portion of this, Michael will use, some specific, document types. But think about that those simply as as examples and think about the process. Focus on the process, and think about in your organization, what are documents that would need to follow the process that we're modeling here. So some of those processes include a quality control review, email notifications and alerts that go out as a response or a prompt, for reviewing documents. We also, will be showing a deleted document review and approval as a security gate for particularly sensitive documents. We'll we'll talk through examples around an index value review, and also explore the case of a document move. What happens when a document moves within the system, and what review steps should take place. So when in all of these cases, a knowledge worker is interacting with documents in FastDocs, and those interactions can serve to trigger associated business processes or workflows. So this gives you the ability to consistently apply a standard process for handling all these documents and and, documents of different types within your organization. So at this point, I'm gonna invite, Michael to talk through six different ideas associated with these sample processes. So, Michael, would you take it away for us and talk us through some of these examples? Sure. Thank you, Cameron. I appreciate that. And I'm excited to really go through this and demo it for you all, today. A lot of you, I've known for many years and these these processes, like Cameron mentioned, really can help out in so many great areas. So, but just bear in mind, I had to use some type of examples for each one of these. So like Cameron mentioned, while I mention a specific document, however, you can apply that to any type of document within the structure. So, just keep that in mind as we go through this and we're gonna be doing some quick polls, as we go through this. So you're gonna see some interaction too from all of you that I'd love to get some feedback as well. So let's go ahead and dive right in. So the first one we're gonna talk about is a quality control, review. So when we're looking at a quality review, quality control, it's really about really understanding that process. Right? And, where certain things need to make sure that they're end up in the right spots, make sure that they're actually done properly, whether it be scanning, drag and drop, whatever the process. There's probably some quality control that you'd like to have within your organization. Well this is what this sample workflow is pre built, as Cameron mentioned, already in the FastDocs, to be able to use. And you can use it just by assigning it to your document templates. So here it is. So if you look at this just real briefly, you see the start process. You send the document for approval. Is document approved? If it is, then it'll go. If it's not, then it'll delete the document. If it is, then it's completed. So basic review. So let's see it in action. So let me go ahead and pull up FastDocs. And let's go ahead and go into and actually see this. So I'm gonna just go in for this demo. We're using Fastdocs seven, just so you're all aware of what you're seeing here. So I'm just gonna go ahead and pull up, our member, James Blackburn, for our demo. We'll be using James and a couple other department structures as well. Now for this one, I'm gonna actually be doing a legal document. As you saw, it's a power of attorney, right? So so let's just take this and let's, go ahead and grab that power of attorney. So in this scenario, I literally, I just I wanna grab, drag and drop it right into my system. So I'm gonna take it and, right into my legal documents, I'm gonna, drag and drop it directly in there. So there's no document there now. I choose my, template. So remember, it's all driven by the document template, so power of attorney. So we'll go ahead and say create. At this point, if you remember now, so this document is in the system. All your basic principles of what you wanna do with it, your indices, things like that, all of that stays the same, but I'm gonna go ahead and click create. Now with this, you want somebody to actually be able to review this and see this on the back end. So as that document is created in the system, it's saved in here. However, it's kicked off a workflow process. So let's take a look at that. So what I'm gonna do is I'm gonna pull up our review area for our workflow. So our workflows are right here. You'll see workflow tasks in the desktop app. We'll go ahead and review this just by clicking on the workflow tasks here. Give me a second as it pulls up. It always pauses me for the first time. Give me one second here. Let me just relaunch that real quick. So as it comes in here, we're gonna see that we have now this new document to review. So see, I have a one here, so I know I can be notified by email. But for this instance, I'm just gonna click on my workflow tasks and actually start looking at my workflows that I have to approve. So here's my power of attorney. So at this point, I can look at my document. I can review it, just so I can see the whole thing. I can zoom in, look at all the different details. Now note some of these I'm not gonna go through each one of these every time, but notice you can add notes in here if need be. You can see notes. You can see the indices that are captured within each one of these documents. And ultimately, what you're gonna wanna do is approve or reject it or add in notes. So based off of this principle, remember, if you decide to approve or reject, now what are you gonna do with that? So in this scenario, I'm gonna go ahead and click approve. Once that document's approved, I could put a note. It's optional. Now I could choose as well if I reject it that I have to put a note in there. And it's tracking all who's doing this, where it's going to, all of that's managed directly here with this workflow. So I'm gonna go ahead and click approve, and you can see my task list is done. I no longer have any in there. So now if I go back into FastHawks, the document's still there. Everything is good. So this was the first workflow. Basic workflow of what I wanted to show. Basically, is the document approved? What do we do with that? If it's not approved, it would actually automatically delete the document, and also send notification, as Cameron mentioned in the earlier, by emails, etcetera. So we're gonna open our first poll. Remember, this was just a power of attorney, so go ahead and let's do our first poll here. Do you see this as possibly, one process that you could see within your organization? So you can choose there. Go ahead and choose in the poll there. We'll leave that open just for a moment. And the other in every one of these polls, you're gonna see an other. That allows you to type in other types of documents as well too. So if you weren't comfortable with like the power of attorney in this one, you could choose other and type in another document. But, great. So this is awesome. So I see a lot in there that's coming in. So it looks like this is a pretty positive one, Cameron, that, just a quality control review would be very handy within, the organization. So excellent. Well, let's go ahead and go on to our next one here. So we'll go ahead and close that poll. Alrighty. So our next example that we're gonna use is a little bit different for index review with email notifications. So, based off of this, we're gonna have this document come into the system, however it is, scan, drag, and drop. We talk about this all the time. But whatever way it comes in, a decision has to be made. But the difference now is it's either gonna approve or reject it and then send an email in this scenario. So, and based off of that information, if you reject it, same basic principle, it can delete the item. But this is just simply reviewing the index values in this scenario. So, you could do different values based off of this, but let's go ahead and just go jump into the system so you could take a look at, what we're talking about here. So we're gonna go down here to verification documents. You can see I don't have anything in there right now, so let me just go ahead and drag a credit report in here. So once again, I'm using credit report, but it doesn't have to be this example. I just like to use a simple idea just for the demonstration. So credit report, create. Now that it's come into the system here, let me just go ahead and expand this so you can see this. So at this point, there's a couple options that it wants to put in here, and this index value allows you to review it based off of these different items. So let's just say their credit score is five hundred, everybody's probably laughing right now, and the loan is for two million dollars So let's just go ahead and put that in there. So So somebody has a credit score, what would you do? Right? So, we'll go ahead and click finish. So this is not the person responsible for it, but they got that information, they know the loan amount. You can choose your indices that you choose. I'm just using this as an example, but I'm gonna go ahead and click create. So now what this did is it actually created an email that actually went out to the individual to notify them that, there's an item in there for approval. So, just to give you an idea, simple emails will come in. I'm just gonna give you an example of what what it looks like. So I'll just open it up, an email, just so you can see it from this standpoint. But, basically, you could have different, task information in here, but it kicks off an email and shows it. However, the more important thing is actually what are you gonna do with it. So let me go into my workflow engine here. I can review this item now. I saw the email that it came in, so I got notified it's there. Here's my credit report. So now I have this information, I have all the detail, but in this one, remember the index data is so important. So see, I see my credit score that was put in, my loan amount, different information to that degree. So what would I do with this? Well remember, if I delete it, obviously it can remove that item. If I approve it, it can keep that item, but probably in this scenario, we're gonna go ahead and reject this item. Notice a note is required, so credit score too low, and then at that point, we can go ahead and save that. Once again, all these notes are tracked with this, I reject this item, my queue is clear now, but however, remember in the workflow, an email is notified. So even this reject is gonna see in the new email, notifying that information can go back to the person who submitted it, and then that item would be complete. So this is where it's not deleting the actual document, but it's truly a review based off of email. So let's open our next poll here. So our example here of being able to do an index review with email notifications. So is this something that you could see within your organization, being able to use this email review process, just for notifying and approving of documents this way? So give that a moment. We've got a few people that have voted. Once again, you can use other, so that way then, if you want to put something else in there besides a credit report, once again, I'm just using that as an example. But it really could be any type of document. So, that's just giving you another example of being able to process and then actually have an approval process, through this. So, so excellent. Very good. So we got a few votes in there. It looks like a hundred percent yes, for this one, Cameron. So good to make note on this. Good to see that a lot of people see this as a as a process. So we'll go ahead and close that poll. And let's go ahead and move on to our next one. We've got quite a few to go through, so I wanna make sure we get through them all here. So this one is basically a little bit different than what we just talked about because now in this scenario, it's very simple. A document's been added into FastDocs, however, for this type of document, I just want this to be sending an email for review. Right? So simply just being able to go in there and get the email with the actual documents. See, the last time we did this, it just notified them that they had an action item. So let's go ahead and do this real quick. So this is just to show you a little bit different, process here. So let me go ahead and minimize this real quick. And so for this one, what we're gonna do is a suffic suspicious activity report. So the way that I'm gonna do that, this is just to show a couple other features of FastDocs, is I'm gonna go ahead and add my new container for audit, because he hasn't had a SAR before. So I wanna make sure that, only when they need that, that he has the SAR. So there's my new, audit folder. So now that I have my audit folder, I can go ahead and drag in my SAR here. So let's go ahead and do that. That. So I put it in there, choose once again document templates, so key on this, because that's how it's gonna kick off these different types of workflows. So we'll go ahead and click create. Once that comes into the system, So with this scenario, basically, there's no indices that I have to capture anything new, but I'll go ahead and click finish and go ahead and click create. So now what it's doing differently now is that document's stored in here, but remember from the workflow, this is simply just actually sending an email with the actual attachment, directly in there. So let's just go up there and take a look at it. This is the new one I just did, so I'll go ahead and open that email just so you can see it, and I can put show you all that. But basically, you see the attachments directly in there with the, with the actual item with the email. So the idea here now is to notify and actually even provide the document outside the system. So a different way of being able to do it. Now however, even with that process, if I refresh it, you know, different tasks. See this one is not coming into the workflow because this was simply just creating it and sending it out as an email. There's no other action to actually do. So if we go back to here, see email manager for review, complete. So a very simple process. So let's go ahead and open our poll again. Our third poll here. So do you see this as a process where you just have certain documents that don't think just only SAR, but other types of documents where you truly would want just a copy of it to be emailed to somebody when somebody drags and drops it into the system? Could that be of a benefit for other documents within your system? And once again, while you're while we're collecting some of this information, I really want to hear the other types of documents that you wanna use this for, how you vision it, at your financial institution because, ultimately, you know, we wanna make sure that this works for your area, but it literally can be attached to any document template that you choose within the system. Excellent. Alrighty. We'll keep moving here. So we'll go ahead and close out. Thank you all. A hundred percent yes again there, Cam, just so you know. So a lot of people really wanting to use that. So we're gonna move on to the next one and I'm gonna continue to use the suspicious activity report, but you're seeing now our workflow is getting a little bit more complex, right? So why? Well, as you can see through this process, as the document comes in, you know, now there's other processes that you might want to control. This is a big one. I know I've talked to a lot of you folks out there, and you don't like when something gets deleted out of the system. However, certain things should be deleted. Let's just use, you know, certain things that maybe a credit report or such like that after ninety days. However, in the SAR, here's a perfect example of, you know what, you probably don't want somebody just deleting this, no matter who it is within your organization. So in this demo, I'm actually gonna show you how when somebody tries to delete it, what happens. So let's go ahead and go into our demo system. So once again, I'm just using the same file just to keep consistency here, but, we'll just, take a look at this. So let's go back into our FastDoc system here. So now we have our suspicious activity report. I'm gonna go ahead and delete this at this point. So I'll just go down here and click delete. Notice it says the action will invoke the delete event driven workflow if one is configured. So notice our even our wording on here actually tells the end user. So we're gonna go ahead and say yes. Now it's gonna look like everything was deleted, but remember that workflow is kicked in. So notice, no more document there. It's gone. However, remember our process flow. So now it actually needs to be reviewed. So here if I refresh my tasks here, you see approved document for deletion. So right at this point, the wording changed. It's a totally different than what we were doing before because now we're not just approving to keep, but it's actually approving to delete. So you could see down here, same thing. You got your notes, your indexes, indices here. You could see the the document here, but notice down below the buttons can change based off of your needs. So in this one, it's delete document, keep document, or save the indexes. So by the way, the save, if you ever see that, maybe it's a decision you don't wanna make right then and there. You could just save it, look at it later. But in this scenario, I'm gonna say, you know what? I wanna go ahead and delete this. At this point, if I click delete, it will remove that document. Once again, the note is optional. You can choose those optional or not, but, you know, please delete. So I'm just gonna put a note in there just just to give just to give you an example of what it looks like, but once again, it says right in here it's optional. So we'll go ahead and delete the document. Once that's done, you see my queue is clear and if I go back over here and if I go down to my, my audit, so even though the document, I chose it's deleted, it's still gone. So if I would've chose to keep it, it would've come back, but, for this scenario, I chose to actually keep it deleted, so then it is done. So let's go ahead and open our next poll here as we're going through this. So do you see this as a good poll or a good workflow for deleted documents, being able to manage that within your organization? Remember, you could have this on fifty different types of, document templates. It's however you choose. You can do it on as many as you want, but do you see the value of being able to control that? I forgot to do it. I was gonna actually say no, not to delete, so it recreated it. I apologize. I clicked the wrong button there, but but you get the principle. So if I would have said don't delete it, then it actually would have brought that document back into the system. So so you see the differences there that you can control it, manage it directly through there as another option for controlling and managing, the delete process. Alrighty. I think I'm running out of time, so let's go ahead and close that one. Let's move on to our next one. So our next one that we're gonna talk about is index value. So this one is see, we're getting more complex here. Right? What do we do with this at this point? So this one is actually as the index is coming in, based off of values, now you can control if it actually needs to go through a review process. This is something that a lot of you have talked to me about over the years and I'm really excited to show you this. So let's go ahead and go in here. For this scenario, once again, I could be doing this in a member document, but I just wanted to mix it up a little bit. So for this one, I'm actually gonna go and actually do, a different one under accounting. But like I said, it could be any document template within your system. So we're gonna go down here into invoices. So I got my invoices here directly in the system and at this point, I just wanna go ahead and put one in the inbox. Based off of the values now, let's go ahead and just drag and drop my invoice directly in here, put it in the system, I choose my vendor invoice, and click create. Now when I do that, for this one, the document template, there are specific indices that I wanna actually capture. So first of all, I'm gonna just go ahead and make sure that it's a Dell invoice, you know, just to just to keep it clean that way, so you could actually have them type that in. But notice it's asking for amount. And one of the things I just wanted to show you is our OCR, ability as well directly in here. Maybe you haven't seen it. So I'm gonna actually OCR to fill in the amount instead of actually, going in here and manually typing it. So I'll just come down here and do my fifty, fifty thousand there. So it's captured my end of see rate in there, put it directly in there. I didn't even have to type anything. Right? So it's using that OCR click. You can also use OCR rope. We'll go ahead and finish this. But based off of that value of that index amount, because it's over a certain amount, this is actually gonna kick off that workflow. So if it was over a certain dollar amount, then that's actually gonna go through and actually require that review. So let me just go ahead and come in here. So the first one is to review the indexes. So this is simply just a review of understanding if this amount was correct. So you could have the first step of somebody just verifying that that dollar amount is correct. Yep, everything is good, so everything is good on this part, so I'm gonna go ahead and say save index. Notice there's not even an approve or reject because this is simply just saving the index information. However, after you click save, then it goes over and then you can actually have somebody else then come in and actually approve it. So you see the two flow process here of actually not just, seeing the document and approving it, but actually being able to go through and go through that process. So I'm gonna go ahead and say approve, complete that process, my queue is done. By the way, every time I do all of this, I'm getting I can get email notifications, etc. So let's go back, to our presentation here. So, a little bit more detailed. I went through that quickly. Let's go ahead and open our poll here. But do you see the value here of doing it through an index value? So over a certain amount, things like that that you could choose. So a little bit different there, based off of different values because you see this being used within your organization. So got quite a few people responding here. This is great. So this is good just to kinda get you an idea. Like like I said, I'm doing this for vendor invoices, but literally could be done for other things as well. Alrighty. We're running out of time. So we'll go ahead, got a hundred percent on that one, so we're good to close that one out. Thank you very much. So let's go to our last one. I'm not gonna have time to go into this HR, resume though, but basically, you see the principle here. So this one actually can even move the document from, once the excuse me. If a document's moved from one area to another, it can actually also kick it off. And also based off of, index values as well too. So the document comes in, you assign different index values based if it hits multiple index values, and then move to an acceptance folder, and I'd be happy to demo this to you at a later time. Then once again, it can have that acceptance email, declined email, and actually even go out to a third party if need be too. So interacting with members, employees, such like that as well too. So, great options there. We just ran out of time, to go through that. So these were just some examples of how we can use these workflows to really trigger events, provide approvals within the FastDocs, system here. So, I do wanna turn it over to Cam. I know we're running out of time, but we'll go ahead and turn it over to Cameron, to talk about, the additional items. Thank you, Michael. That was great. And I'll I'll try and wrap this up relatively quickly. But what we've done is with with our our process automation, product within FastDocs, we've created a robust tool set for emulating business processes within your organization. But the intent in creating this library is to have preconfigured workflows that put a process, apply a process to your to your organization in a consistent manner, with an ease of use and an ease of deployment, goal in mind. We have the full intention of adding additional, preconfigured workflows to our library. So if you have any ideas for processes in your organization, that may not match exactly with the examples that we showed today, please reach out. We'd love to work with you, and build those into the system and, you know, make them available for for our financial institutions. So presently, within within our our workflow module, documents, are triggered by events. And and they trigger workflow processes whether the the regardless of how the document originates too. So Michael showed a lot of dragging and dropping, but there are things that can happen, behind the scenes as well that can trigger workflows, whether it's from a scan, a drag and drop, whether documents are coming in through file import studio or through the FastDocs API. And that leads us to, the next item in our list here. One of our upcoming initiatives is to build out, automated document classification leveraging AI. So this powerful technology will give FastDocs the ability to automatically classify documents and extract made metadata, and then have through the use of keywords and indexes from those documents, and essentially, trigger the initiation of these workflows. So there were some several manual steps that you saw Michael go through and as far as the indexing of documents and getting them into the system. This will further streamline, those processes by allowing the automation of those components, and and streamlining the process around those workflows. So I think at this point, we'll wrap up. Michael, do you think we have time to take a couple questions, or should we wrap up here and we can we can follow-up with folks offline? I think we're maybe what we could do is we could leave the chat open just for a couple minutes, but I think we'll wrap up. So if anybody needs to leave. But if you have any questions, let why don't you go ahead and put it in the chat now. We'll be happy to get back with you, even go into more detail or show more of these in more depth, even though how how it can be set up. So, I think we'll wrap up now for ones that need to leave, but, go ahead and put your questions in the chat and we'll definitely follow-up with you. So let's, let's go ahead and advance to the end of our deck here, Michael. Oh, yeah. And we'll, so, you know, expect an outreach, from us. We have some additional information that we'd like to share, around our workflow library and, you know, more information about what Michael showed today. And then if you have any questions, please reach out to us as well, but expect to follow-up in the next couple of days. Thanks, everyone. Yeah. Thanks for attending, everyone. We appreciate you spending your time with us this afternoon.
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FASTdocs workflow webinar.
In today's digital first banking world, managing finances, depositing checks, and checking account balances are all just a click away. But what happens when you need to exchange information with an account holder, a record is missing, or an ID on file is about to expire? Requiring a visit to the branch for day to day tasks adds unnecessary friction to the user experience and creates operational inefficiency in the back office. That's where Alligence Web Share comes in. As a powerful self-service module within our FastDocs enterprise content and information management suite. Web Share revolutionizes the way you engage sensitive information with your customers or members, improving communication between staff and account holders. Integrated seamlessly with your existing home, mobile, or digital banking platform, Web Share retains your solution's user interface and institutional branding. With permission based access for both employees and account holders, WedgeShare fosters trust and confidence through self-service banking channels and provides a single point of access directly on your account holders, smartphones, or computers. Employees can request information or documentation, and account holders and staff can share collateral through a secure bi directional exchange, eliminating the need for a branch visit or the use of postal mail. Web Share also streamlines document delivery to account holders, enabling paperless statements through preferred digital banking channels, and reducing the time and cost associated with printing and mailing. By centralizing access to account documentation and automating routine banking tasks, Web Share enhances your institution's the data the from data from the your gateway to seamless, secure, and on demand self-service.
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FASTdocs WebShare intro video.
FASTDOCS DOCUMENTATION
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FASTdocs FAQs
Document Imaging
FASTdocs provides a structured information environment that’s built specifically for financial institutions. Banks and credit unions use FASTdocs to manage departmental and account holder information, deploy automated workflows, and accelerate innovation with artificial intelligence (AI).
Practically any department that needs to electronically manage information could benefit from FASTdocs.
Financial institutions use FASTdocs to manage different types of information, such as PDFs, spreadsheets, and Microsoft Word documents. FASTdocs also supports audio and video storage.
Yes, FASTdocs includes OCR (optical character recognition) capabilities for streamlined document classification and data extraction.
Yes, AI document classification is available in FASTdocs.
Workflow
Built-in workflows streamline processes throughout the information lifecycle, including document purge. Electronic routing of Suspicious Activity Reports (SARs), vendor invoices, resumes, credit reports, and other documents is also possible with FASTdocs workflows.
Yes, FASTdocs offers an automated purge workflow that can be customized to your document retention policy.
Self-Service
Storing departmental and account holder documents in FASTdocs provides staff with a consolidated view of the financial institution’s information. FASTdocs WebShare enables a two-way document exchange with account holders via digital banking.
Yes, FASTdocs includes group security management features to prevent unauthorized access and actions.
Integrations
FASTdocs can integrate with virtually any core via batch process and/or the FASTdocs API.
Implementation & Support
FASTdocs implementations typically span three to six months, depending on configuration and data migration needs.
FASTdocs is available as either an on-premises or cloud solution.