Unlocking the Power of Director/OnBase Folders for Your Institution

Note: Fiserv Director and Hyland OnBase are the same product, rebranded under different names. The features and functionalities described here apply equally to both products.

Maximize Efficiency with Fiserv Director Folders

Fiserv Director (also known as Hyland OnBase) offers a range of powerful features designed to streamline document management across your financial institution. While many organizations use Director for scanning deposit, loan, and cash management documents, one highly valuable yet often underutilized feature is folders.

Director folders provide a FREE and effective way to revolutionize how your institution organizes and retrieves documents. Think of them as

representations of traditional paper file, complete with tabs for financials, insurance, property taxes, promissory notes, collateral, signature cards. These folders help you organize documents efficiently while making them easily accessible when needed.

Key Benefits of Using Director Folders and Imaging

1. Improved Usability and Collaboration

Director folders create a centralized hub where multiple users can access the same set of documents simultaneously. This collaborative access enhances efficiency and aligns with regulatory preferences for electronic document management over paper files.

2. Enhanced Customer Relationship Management

By consolidating all deposit and loan documents under a single customer folder, your institution can gain a holistic view of customer relationships, leading to stronger client relationships and more personalized service.

3. Simplified Research and Sharing

Director provides tools for exporting images to CDs or sending them via secure email, making research and document sharing quick and seamless for staff.

4. Advanced Security and Compliance

Security is critical in document management. Director allows you to restrict access to specific folders and documents, ensuring sensitive information remains secure. The system also tracks document views and access, providing an extra layer of accountability.

Folders Are Just the Beginning

Director folders represent just a portion of what Fiserv Director offers. Some features, like folders, are included at no additional cost, while others may require extra licensing. We’re happy to help you explore the full range of capabilities this powerful system offers.

Partnering for Your Institution’s Success

At Banking Tech Partners, we specialize in helping financial institutions implement and optimize imaging solutions like Fiserv Director. Our services include:

• Evaluating current document management processes

• Creating tailored project plans

• Implementing best practices for digital transformation

• Providing hands-on training

• Designing efficient file and folder structures

Director folders are just one example of how modern technology can simplify operations, boost efficiency, and create a paperless workflow. By leveraging these tools, your institution can enhance both employee productivity and customer satisfaction.

For more information or to connect with us directly, please visit our Contact Us page. We’re here to help you unlock the full potential of Fiserv Director (aka Hyland OnBase) for your institution!