I am sending out information to the banks that are using the document library on how to use it and how to make it more beneficial. Part of this is informing the users in the bank what they can do and how the Document Domain can add value to them. Remember, the more forms you put on the library the more it will be used and most importantly the more you will save in both hard and soft costs.
TIP #1
Remind all the users that they can build their own private library of forms. They can select the file folder
icon on the right of each form. A screen will pop up with the option to “save.” If they select save it will
save in the tab at the top right called “Favorites.” When they log in they can go to the Favorites tab and
all the forms they use will be right there. No searching, no guessing, quick and easy.
The option is always there to form fill the documents on the screen, save the form to your computer if
you need to. You can also save the document to your desktop and email as an attachment, filled in
and ready to be used. You can save time and money with this feature. No mailing forms (unless they
have private information.) You can send the forms from department to department or branch to branch.
Banks are saving hundreds and even thousands of dollars on courier service.
If you have any questions on how these features work or you would like information as to how other community banks are using the library please feel free to give me a call. 951-353-0010 ext 204 or contact me at marshan@micrtechnologies.com
Marsha Nix, President
MICR Technologies, Inc
Ouote for the week:
Great opportunities to help others seldom come, but small ones surround us every day.
