BankPointâ€™s document management system is simple yet powerful.

Our built-in document management system is simple yet powerful and can replace your existing imaging system or seamlessly integrate with it.

With drag-and-drop uploading and customizable doc-types, our customers tell us it’s one of their favorite BankPoint features.

Features include:

Ability to become your enterprise document management solution, replacing costly 3^rd partly imaging systems
Integration with leading imaging solutions including JHA Synergy and OnBase/Fiserv Director
Document review feature to ensure accuracy of newly added documents
Upload a single document or multiple documents at a time
Support for all document types (images, PDFs, Word, Excel, etc.)
Customizable document types
Document level metadata including doc-type, effective date, and expiration date
Document versioning
Document packages allow a single, shareable PDF to be created from selected documents with thumbnails for each embedded document

Document Management