CDP E-Teller User Guide

Transcription

1 CDP E-Teller User Guide Using CDP E-Teller CDP E-Teller captures receipt print jobs from core data processing applications. Instead of printing a receipt directly to a printer, the print job is now directed to the PC, where CDP E-teller will launch automatically. For CDP E-Teller to function properly, CDP Receiver E-Teller must be running. To verify that the CDP Receiver E-Teller is running, check near the system time. Look for the icon that looks like a phone jack. If this is not running CDP E-Teller WILL NOT LAUNCH. CDP E-Teller can also capture and attach electronic signatures, documents, cashbox information, calculator tape and comments to a transaction. Transaction Workflow Mask - Print/ /Text Scan SigSales - Sign Adding Machine/Cash Box/Calculator Accept Mask The mask feature will allow information on the receipt to be masked, on the fly, when the receipt is printed/ ed/texted. The receipt that the member receives will have X s over any information that was set to be masked. To mask information, highlight the information to be masked and click the Mask button.

2 Before Masking: After Masking: Notice that masked information turns to X s. The members copy of the the receipt will look similar to what is displayed to the left. If the information that is masked is incorrect, clicking the Undo Mask button will set the receipt back to its original, unmasked state. Auto Masking If automasking is applied there will be an asterick next to the , text and print buttons. If you need to override the auto masking you may do that by clicking on the Override Auto-mask checkbox. If auto mask is overrided the ability to and text the receipt will become disabled and you will only have the option to print the receipt. For a member to receive a copy of the receipt for their records we have the capibility to Print, or Text the receipt. Update If you are choosing to send an electronic receipt you may have to first update the members and/or cell phone information. To do this click on the Update /Phone button A pop up will open that will allow the address and phone number to be added or updated. Simply update the address and/or phone number. You can also add new lines for additional address or additional members under the same account numbers by clicking the Add button.

3 Print Clicking the print button will print a receipt to the printer. If the auto print checking is checked the receipt will print as soon as CDP E-Teller is launched. An electronic copy of the receipt can be ed to the member by choosing the appropriate address from the drop down and then clicking on the button in the bottom right hand corner. When an has been sent, the user will see a dialog letting them know that the has been created. Text To send a text receipt choose the applicable number from the drop down. phone Click on the Text button. When the text has been sent, the user will see a dialog letting them know. Scan Many different types of documents can be attached to a transaction. Transaction slips, envelopes for mail or night drops and Power of Attorney letters are just a few examples of documents that can be scanned and attached. The scan area of CDP E-Teller is located towards the bottom left of the window.

4 The Scan Drive Up Receipt will use the Excella STX to scan checks and transaction slips. This scanner is often times used at the drive-thru to scan in a signed transaction slip, in order to attach a member signature to a transaction. The Scan document button will scan in any document, up to a legal size page and attach it to this transaction. The Scan Drive Up Receipt button will launch the scanner interface and immediately trigger the Excella STX scanner to start, indicated by a flashing green light. Simply feed the document into the scanner. The slip will be pulled around the scanner, displaying both front and back stacked. The Scan document button will launch a blue dialog box, clicking on the Scan Document button in the lower left hand corner will launch the document scanner s interface. Depending on the scanner, the document will be placed into the scanner either face up and to the left, face down and to the right or in the middle of the scanner and face down. The scanner interface will have some preset buttons. The Fax button is actually set for ID s. This button will scan a single sided document at 150DPI, Color and is a business card sized document. The middle button is set for a single sided 200DPI letter sized document in Black and White. The OCR button is set for a double sided 200DPI letter sized document in Black and White. Simply clicking one of these buttons will start the scanning process. For a document that is not a full letter size, or is legal, clicking on the Custom Settings tab will give you the option to scan a document of a different size. The Custom Settings tab can be used to scan any document, from a postage stamp sized document to a legal sized document. The idea is to set the scanner up to scan just the size of the document, so as to not waste any space in your database or in the offsite storage. It is important to make sure that the settings are correct when using the custom settings tab. The standard settings are Black & White, 200 DPI. The page size will vary. The first step is to load your document into the scanner and click the Preview button.

5 This will pull the paper through the scanner and display a small image of the document in the grey gridded area. Now that a preview image is displaying, the scanning area can be set. Click and hold the lower right hand corner of the scan area, which is represented by the dotted red line and drag it up and to the left to frame the document. The reason for resizing the scan area is to cut down on the size of the document. The smaller the document, the faster it is to save, and retrieve later on. The extra black area around the document would also take up unnecessary space in the database and in the offsite storage. By setting the scan area to the size of the document, all of this area will be cut out and only the document will display when scanned. When scanning multiple documents, click the Scan Document button to bring up the scanner interface and repear the same steps used to scan the original document. SigSales If CDPSigSales is enabled and being used, the question will appear on the screen before the member is able to sign for the transaction. CDPSigSales is an additional function that will allow the credit union to ask questions of its members, at the time of transaction. Before the member can sign for the transaction, the member will see a question on the signature pad with an option to click Yes or No. The member responses will be kept and shown in the reporting that is available with CDP SigSales. In CDP E-Teller, the teller will see the question and have options for Follow Up Required and Do Not Disturb. Follow Up Required will let the users know if the member requires a response or additonal information. The default is set as follow up required. The Do Not Disturb check box is for members who do not wish to be asked any more questions. Once the member requests it to be checked, the member will no longer be asked any questions, unless the member asks the teller to uncheck it. When the member touches Yes or No on the signature pad, it will display in the window on CDPTeller. Once the member answers the question they will be able to sign for the transaction. CDPSigSales Comments Once the CDPSigSales question is answered, the teller may leave a comment about the question/answer. These will be saved with the member s response. The comments can be in reference to if the member was helped or why a member does not want to be disturbed any longer.

6 Please reference the CDPSigSales user for more information. If this feature is enabled, please contact Complete Products at for more information regarding CDPSigSales. guide not Data Sign The member will sign the signature pad for transactions that require a signature. The transactions that will be signed for will be dependent on individual organization policy. What the member will see in the signature pad will look like this: When the member is completed with signing the signature will appear on the teller s screen in the upper right hand corner. Cash box The member will sign on the signature pad, staying within the lines and then will touch the OK button. If the member signs too large or it is not legible, the member can click the Clear button and resign the signature pad, clicking OK once signing is complete. The cash box funtion will keep track of money, by denominations, given out or received during a transaction. Clicking the Cash Box button will display the cash box on the screen. When the cash box is displayed, the number of individual denominations that were given out or received during a transaction will be recorded here. In this window, the fields can be tabbed through, while the numbers are entered. The total amount will display on the right. The cash box information will be saved with the transaction and will display in CDP Central, it will also display with the transaction in the offsite storage. Adding Machine Clicking the Adding Machine button will bring up a window that a teller can use to calculate anything necessary and save the calculator tape as part of the transaction.

7 The Adding Machine window has the same functionality of an adding machine that may be found on a users desk, with a subtotal button () and a total button (*). To use the adding machine, click the number buttons (or use the number pad on the keypad) to enter numbers and operators using the * key to give a final total. For this example, it was keyed in like this: 100x2 (+=) 50x4 (+=) 20x5 (+=) 10x8 (+=) 1x19 (+=) 1.00 (+=) (*) = The calculator tape that displays will be saved with the transaction and can be viewed in CDP Central, if the transaction was to be looked up. It will also be displayed with the transaction in the offsite storage. Windows Calculator Clicking on the Windows Calculator button will launch the calculator window. The CDP E-Teller Windows calculator feature will act just like the Windows calculator. Enter numbers with the operator and the = for the total. For this example is was keyed in like this: =600 The calculator tape will be saved with the transaction be searched for. It will also appear with the transaction in the offsite storage. Comments At any point during the transaction, before the transactions is accepted, comments can be left about the transaction. Whether it was a night drop of phone transaction, if there is a document attached to the transaction that should be looked at later, it can all be noted here. The comments section of CDP E-Teller is towards the bottom right of the screen, above the different scanning options.

8 The comments section will hold up to 16,000 characters. The comments will be seen within CDP Central and appear with the receipt in the offsite storage. When the members receipt is printed, the comments will not appear on the receipt. The comment section is not mandatory and may remain blank for many transactions. Accept Once all other steps are completed the Accept button will be used to save the transaction. Once the transaction has been accepted, it will be able to be searched for in CDP Central and will be pushed to the offsite storage that evening. BASIC TROUBLESHOOTING CDP E-Teller is not launching. - Check that the CDPReceiver-Teller.exe is running - Check to make sure the data processing software is sending data to the correct printer. - Check to make sure that the data processor s system is sending data Scanner giving not connect or powered on error. - Make sure that the scanner is connect to the PC - Make sure that the connects in the back of the PC and the back of the scanner are both solid - Try moving the scanner to a different USB port on the PC. Preferably in the back of the PC - Ensure that the correct scanner is selected in the settings. The scanner interface is behind the CDP E-Teller window when it launches. - Unfortunately, there isn t much CDP can do to correct this action. As Microsoft makes IE more secure (and for good reason), there are certain elements that we cannot control, such as bringing the scanner interface to focus. - To get the scanner window to come into focus, minimize the CDP E-Teller window and scan from the interface and then click on the CDP E-Teller IE window to continue on. PC giving cannot communicate with signature pad error. - Ensure that the signature pad is plugged into your PC and connected properly. CDP E-Teller launches in balloon mode.

9 - This can happen for various reason, usually it occurs when Internet Explorer is busy. You can press view to get it to launch the full window. If IE is really busy, you may have to press this more than once. - If it happens all the time, consider turning off the setting delete browsing history on exit. [In the internet explorer settings under the general tab. Make sure this is not checked.]