Now, looking at a few of the imaging options that you would have available, if you have additional documents that are already saved out on a shared drive, you can easily just drag and drop those to that customer or member's page. You can do scanning options by editing the documents. You can do a traditional upload. You can print documents into the system. You can drag and drop documents that are coming in an email. Let's say that this is the new financial statement for Amalgamated, it comes through in an email, I can just take that attachment and drag it right into that document tab. Another form of imaging in the system is through AccuImg, and this allows you to do batch scanning, document editing. I just want to show you an example of what our batch scanning looks like, But let's say that these are images for that new application and everything got scanned over as one PDF file. I'm going to take this PDF and just drag and drop it into my AccuImg platform here, and it's going to show me thumbnails of all of those documents that have been put into that PDF. You can move these documents around really easily. You can rearrange the images, rotate, annotate. Once those documents are broken apart, you can start just dragging and dropping these into the application. So let's say, for example, this document is our risk rating worksheet. I'm just going to drag that down. It does a quick upload of those two pages. So, it will combine the two pages, and now you have that document saved under your application.
See AccuAccount’s flexible file imaging capabilities with AccuImg in action in this quick demo designed for banks and credit unions. Watch how financial institutions can capture, organize, and manage documents from multiple sources, improving efficiency without adding manual complexity.
In this demo, you’ll see how AccuAccount with AccuImg helps institutions:
- Capture documents through drag-and-drop, traditional upload, scanning, and print-to-system options
- Ingest files directly from email attachments into the appropriate customer or member record
- Leverage batch scanning with AccuImg to process large document sets efficiently
- Split, rearrange, rotate, and annotate scanned files for accurate organization
Ready to learn more about flexible file imaging? Reach out for a personalized demo to explore how AccuAccount with AccuImg can enhance flexible file imaging, streamline document intake, and support your institution’s broader document management strategy.
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