Documents will appear as a top-level menu item and show a comprehensive listing of all documents in the system.
The Pending Documents tab lists all documents that need to be reviewed. Banks that do not use the Document Review feature will not see any documents on the Pending Documents tab. Please contact our support group if you would like more information on the Document Review feature and how that might help your workflows.
Simplifed the document upload experience to make it easier for you to quickly add documents and file them away in the right spot. Now, whenever you start to upload a document you’ll be presented with the dialog below. You can drag and drop files directly to the window, or click the icon to browse for a file.
Once the documents have started to upload, you will see controls that allow you to set the document type and date attributes for the documents. Additionally, you can now control where the documents are stored within the account working file by using the new Association column. The Association drop-down menu let you choose to store the document directly on the account (default) or to file it under any customer or collateral related to the account. Previously you would have had to navigate to the individual customer or collateral screens and upload the documents there in order to associate them directly with those entities.
Selecting the checkboxes to the left of the document allows the user to edit the Association of the documents in bulk.
On the Loans and Deposit Document Tabs, some of the filter options have been renamed and reorganized to make their intentions clearer. ‘Classification’ was renamed to ‘Review Status,’ ‘Supplemental Documents’ was renamed to ‘Non-Reviewable Documents.’
A ‘Customers’ section was added to the filter options and allows you to filter the documents down to just those which have been associated with the selected account customers.
For those using the Document Review features, we’ve added the ability to submit a Batch Review on the Pending Documents screen.
If your BankPoint system is integrated with Synergy or OnBase, we’ve added the ability to copy Treasury Documents to the external file system. An Icon will appear signifying the document is uploaded to the external system. Required fields are configurable and can be defined in BankPoint based on your required fields from the external system.
Added the ability to configure Pipeline Flex Fields to be Always Editable. Fields with this enabled will be editable throughout all stages of the Pipeline Loan. Users with the Pipeline Edit permission will be able to edit these fields through the Actions – Edit option until the Pipeline Loan is fully Completed.
Added the ability to view Customer Details from a Treasury Management Case.
Added the ability to clear the Assigned To, Bank Officer, and Branch fields through the Edit Dialog for a Treasury Management Case.
The Security Permissions Report can now filter by users that have Any Approval Permission for a given module.
Added Chargeoff Balance, Performance Status, Impairment Reserve, and Relationship Book Balance to the Portfolio Builder.
The March 2020 release of BankPoint includes general software improvements and bug fixes.