Clients (self-service)

Tell clients to do the following:

1. Log in to their Online Banking account. 
2. Click Services > E-Documents > Documents and Settings. 
   1. Check the box next to the account to enroll in e-documents.
   2. Click Save Settings.

Associates

Do the following:

1. Create the following Synapsys service event: Service Session > e-document – New/Add/Delete maint, EXISTING CLIENT. 
2. Complete all required fields and then click Submit.

Additional Recipients

Clients can set their e-Documents to deliver to an additional recipient. This recipient does not have to be an account owner or an authorized signer. The additional recipient must have Adobe Acrobat Reader to view the e-Documents.

To specify an additional e-Document recipient do the following:

1. Assign him/her a user name, e-mail address, and access PIN. 
2. Have the client do the following:
   1. Log in to his/her Online Banking account.
   2. Click Services > e-Documents > Additional Recipients.
   3. Click Add Additional Recipients. 
   4. Enter the following for the new recipient:
      • Assign Documents to be sent
      • Username 
      • Email address 
      • Access PIN