User Guide. General Navigation

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1 User Guide General Navigation

2 Table of Contents INTRODUCTION 2 TECHNICAL REQUIREMENTS 3 Screen Display for Laptop 3 Screen Display for Desktop PC 3 NAVIGATION 4 Contact Us 4 Log Out 4 Menu > Sub Menu Display 4 Menus / Sub Menu examples 4 System Icons 5 Calendar Icons 5 Sorting 5 Printing 5 Increasing/Decreasing display space on a page 6 Open and Close arrows 6 Toggle Dashboard icon 6 Header icon 6 Question Icon Help Files 6 Notification 7 Tools > Shortcuts 7 Add a Shortcut 7 Change a shortcut name 8 Delete a shortcut 8 Payments & Transfers Customization 8 Column ordering 8 Select Columns 9 Footer links 9 General Navigation Page: 1 of 9

3 Introduction This module is intended to provide the user with an overview of the basic navigation within Online Banking. General Navigation Page: 2 of 9

4 Technical Requirements Online Banking has been certified for use with Internet Explorer versions 8 and 9; and Firefox versions 14 and 15. Other browsers may also work but there is only limited support for non-certified browsers. Any browser used must support 128-bit encryption. Screen Display for Laptop Screen resolution size recommended for a laptop is 1600 X 900 Screen Orientation is landscape Using Screen zoom recommendation is not larger than 125% zoom level in order to use the scroll bars on the far right of the screen. Zoom level greater than 125% hides the scroll bar. Screen Display for Desktop PC Screen resolution size recommended for a PC is 1920 X 1200 (big monitor) Screen Orientation is landscape Using Screen zoom recommendation is not larger than 150% zoom level in order to use the scroll bars on the far right of the screen. Zoom level greater than 150% hides the scroll bar. NOTE: Adjustments to screen display are made via the Control Panel Display settings Screen Resolutions General Navigation Page: 3 of 9

5 Navigation System navigation is consistent from module to module, though menu and submenu tabs vary from association to association and not all sub tabs will be visible to all borrowers. Contact Us The Contact Us link is in the upper right corner of the page. Click on the Contact Us link to contact your association. Log Out Click the Log Out link to log out. Menu > Sub Menu Display Scroll or hover over the Menu bar items and the sub menus for that menu bar item will display. Placing the cursor within a section (i.e. Home) outlines the section in yellow. Menus / Sub Menu examples Note: Not all submenus will be available for every borrower. General Navigation Page: 4 of 9

6 System Icons Calendar Icons All date fields have a convenient calendar icon to select the appropriate date for the transaction. Click on the calendar icon to open a calendar, click the date to select. Sorting 1. Click on the column heading to display the up/down arrow next to the column name. 2. Click the direction to sort ascending or descending. Printing Click the print icon on the top right of the Home section to display and/or print a detailed list of all of today s balances. Some pages allow for exporting information into HTML, PDF, Comma Delimited, Tab Delimited or Plain Text formats. The EXPORT button will be displayed when this option is available. General Navigation Page: 5 of 9

7 Increasing/Decreasing display space on a page Open and Close arrows On several pages Open and Close arrows will display. Clicking on these will minimize the header, Notification, Tools and Footer sections. Toggle Dashboard icon On pages where a dashboard is displayed, the Toggle Dashboard arrows in top right of the screen allow user to shrink or expand the Dashboard to provide less or more landscape in which to view information. Header icon (Hover mouse over the icon to display the icon name.) Allows user to shrink or expand the header section of the page. Question Icon Help Files Click the question mark icon to open the help text screen. General Navigation Page: 6 of 9

8 Notification Within the Notification window, notification of Pending Approvals will appear. If there are no pending approvals then the area below ">Pending Approvals" will remain blank. Tools > Shortcuts The Shortcuts sidebar panel allows a user to create and display a single shortcut to the Transfers page only. Shortcuts display in the left navigation bar. When shortcuts exist the following display: The Pencil icon allows user to edit the shortcut. The Trash icon allows user to delete the shortcut. Add a Shortcut 1. On the Payments & Transfers > Transfers screen, click the NEW INTERNAL TRANSFER button. 2. Click on the Add Single Transfer header section to reveal the bookmark icon. 3. Enter a name for the shortcut in the text box. 4. Click ADD button. Note: Click Cancel to close the Add Shortcut box without adding the shortcut. General Navigation Page: 7 of 9

9 Change a shortcut name 1. Click the edit icon beside the sidebar shortcut link. 2. Enter a new name. 3. Click anywhere outside of the text box to apply changes. Delete a shortcut Click the garbage can icon. Note: No confirmation box will appear. Payments & Transfers Customization Column ordering (applies to Payments & Transfers Sub-Menu, Wires, ACH, Transfers, Child Support, Tax and Stops) Columns can be re-ordered by using the left mouse button to select the column (i.e. Date) and then dragging and dropping in the order preferred. General Navigation Page: 8 of 9

10 Select Columns Allows user to customize the columns 1. Click on Select Columns to display the pop up allowing user to remove unwanted columns. 2. Click on the symbol to remove the column, placing it on the right of side of the pop up table. 3. Click Ok. NOTE: The default settings will be re-applied upon logout Footer links At the bottom of the screen, several helpful footer links have been created by your association. Click on the footer links to access additional information. General Navigation Page: 9 of 9

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