estatements Help Document October 2016

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1 estatements Help Document October 2016

2 Table of Contents Section 1 - Accessing estatements Section 2 - Requirements Section 3 - Viewing estatements. 3 Section 4 - Printing and Saving estatements and Check Images Internet Explorer Google Chrome Apple Safari Section 5 - Downloading to Spreadsheet Section 6 - Reconsiling estatements Section 7 - User Profile Updates (Password/ ). 17 Page 1 of 17

3 Start a new project estatements is a service provided by your financial institution to allow you to view your documents over the Internet. As an estatements user, you have a personalized estatements home page that you can use to access all the documents archived for you by your financial institution. In addition, your financial institution can send you an notification each time a new document is available. 1 Accessing estatements You can access your estatements home page and documents through the Internet in the following ways. If you are not sure which one to use, please contact your financial institution. 1. Internet Banking Access to your document may be available through a link from your internet banking provider. 2. Direct Login Your Direct Login link will come via or will be posted somewhere on your financial institution s website. If you access your documents using direct login, you will need to contact your financial institution so they can provide a username and password to log in and access your estatements. CAUTION: When you exit estatements, click on the Log Out link, or close your browser, to ensure no one else can view your document. Page 2 of 17

4 2 Requirements To view, download, and print your estatements, you will need the latest supported version of an internet browser tool such as; *Microsoft Internet Explorer, Google Chrome, **Mozilla Firefox, or Apple Safari. You will also need the latest version of Adobe Acrobat Reader. Cookies and JavaScript must be enabled in the browser option. You can download a free browser or install a free Adobe Acrobat Reader viewer by accessing one of the links below. NOTE: Using Beta versions of browsers and operating systems is not recommended or supported. Microsoft Internet Explorer: (*Windows 10 (Edge Browser) not supported) Google Chrome: Mozilla Firefox: (**Not tested, no screenshots included) Apple Safari: Adobe Acrobat Reader: (Follow the instructions to download and install) NOTE: If you have browser or file reader issues, contact your institution s estatements administrator. 3 Viewing estatements Your estatements home page has three main areas. 1. Documents This area lists the document types for which estatements documents are available. 2. Unviewed Documents This area includes the most recent estatements documents that you have not yet viewed. 3. Links This area includes links related to your financial institution When you click on the link to a document on your Documents list or your Unviewed Documents list, the document is displayed in your browser. NOTE: If you have trouble opening a document, or see an error message indicating that you need to install a PDF viewer, please click on the Adobe Acrobat Reader download link located in the 2 Requirements section. Page 3 of 17

5 4 Printing and Saving Depending on your browser and the type of viewer in which your document is displayed, there are different ways to print and save your estatements and check images. The following PDF and HTML screenshots outline a few (not all) printing and saving methods for Internet Explorer, Google Chrome, and Apple Safari. Mozilla Firefox is supported by but there are no screenshots for this browser. After trying the steps in the screenshots, if you still have trouble printing your estatements or check images, contact your institution s estatements administrator. INTERNET EXPLORER To print and save PDF estatements, you can use one or more of the examples in the screenshot below. 1. Press F8 on your keyboard, then choose the Print or Save icon. 2. Hovering over the page brings up a Gray Bar with Print, Save, and PDF icons. 3. Right click in the middle of the page to bring up a task bar, then choose Print Image 1 Printing/Saving PDF estatements with Internet Explorer Page 4 of 17

6 To print and save PDF check images, you can use one or more of the examples in the screenshot below. 1. Print all checks by clicking on Paged Check Images and then click on the Printer icon. 2. Print a single check by selecting the check number. Once the check is showing, right click in the center of the check and Save picture as or Print picture. Image 2 Printing/Saving PDF Check Images with Internet Explorer Page 5 of 17

7 HTML estatements can be printed and saved directly from your Internet browser. The following screenshot shows two simple methods for printing and saving. 1. Click on Printable Version or View as PDF then choose File to either Print or Save. 2. Right click in the center of the page brining up a menu, then choose Print. Image 3 Printing/Saving HTML estatements with Internet Explorer Page 6 of 17

8 HTML check images can be printed as a group or individually. 1. To print all images, click on View Images then click on the Printer icon and print. 2. To print a single check, click on a check number and then right click in the center of the check to bring up a menu; choose either Print picture or Save picture as. Image 4 Printing/Saving HTML check images with Internet Explorer Page 7 of 17

9 GOOGLE CHROME PDF estatements can be printed and saved directly from your browser. The screenshot below gives two printing and saving examples. After going through the steps in the screenshot, if you still have trouble printing or saving your estatements or check images, contact your institution s estatements Administrator. 1. Using your mouse, hover above the estatement and a gray print bar will pop up, click on the Printer icon and then print. 2. Right click in the center of the estatement and a menu bar will appear, click on Print to print and Save as to save. 3. Click on the download icon, choose where you want to save the estatement, change the file name to be something you will remember, open the PDF and print. Image 5 Printing/Saving PDF estatements with Google Chrome Page 8 of 17

10 Check images accessed from PDF estatements, using Google Chrome, can also be printed and saved directly from your browser. The following screenshot shows two methods for printing and saving PDF check images. 1. Print all checks by clicking on Paged Check Images and then click on the Printer icon. 2. Click on the PDF icon, once the check images appear, click on the gray bar and print. 3. Print a single check by selecting the check number. Once the check is showing, right click in the white space to the right of the check and Print. Image 6 Printing/Saving PDF Check Images with Google Chrome Page 9 of 17

11 HTML estatements can be printed and saved directly from your Internet browser. The following screenshot shows two simple ways of printing and saving. 1. Click on the Printable Version or View as PDF then choose File to either Print or Save. 2. Right click in the center of the page brining up a menu, then choose Print Image 7 Printing/Saving HTML estatements with Google Chrome HTML check images can be printed as a group or individually. 1. To print all images, click on View Images then click on the Printer icon and print. 2. To print a single check, click on a check number and then right click in the center of the check to bring up a menu that allows you to Save picture as and copy it to your computer as a.png file. You can also right click in the white space around the check image to bring up a menu, then choose Print. Image 8 Printing/Saving HTML check images with Google Chrome Page 10 of 17

12 APPLE SAFARI To print and save PDF estatements, use the example in the screenshot below. 1. Hover over the bottom of the page to bring up a gray menu bar; choose the file download icon on the far right. This will place the estatement on your Dock bar at the bottom. 2. Open the estatement that has been placed on the Dock bar. Go to File then Print. This will bring up an image of the estatement where you can either print or convert to PDF before printing. Image 9 Printing/Saving PDF estatements using Apple Safari Page 11 of 17

13 To print and save PDF check images, use one the examples in the screenshots below. 1. Print all checks by clicking on Paged Check Images and then click on the Printer icon. Image 10 Printing PDF Check Images using Apple Safari 2. Print a single check by clicking on the desired check then right click in the white space to the right and choose Save Page As or Print Page. Image 11 Printing/Saving a single PDF check using Apple Safari Page 12 of 17

14 To print an HTML estatement, follow the instructions in the screenshot below. 1. Choose Printable Version which will bring up the estatement. 2. Choose Print or convert to PDF before printing or saving. Image 12 Printing/Saving an HTML estatement using Apple Safari Page 13 of 17

15 HTML check images can be printed as a group or individually. 1. To print all images, click on View Images then click on the Print icon to print. Image 13 Printing all HTML check images using Apple Safari 1. Print a single check by clicking on the desired check then right click in the white space to the right and choose Save Page As or Print Page. Image 14 Printing/Saving a single check image using Apple Safari Page 14 of 17

16 6 Downloading to Spreadsheet For HTML statements only, there may be a Download to Spreadsheet: CSV hyperlink located on the top right of your statement. Statement details (deposits, checks, and withdrawals) can be exported to a spreadsheet by clicking on the Download to Spreadsheet: CSV hyperlink. When you click on the CSV hyperlink, a File Download window will appear, displaying a message Do you want to open or save? If you choose Open the data will be displayed in spreadsheet format. If you choose Save As a screen will appear that will allow you to choose where you want your file to be downloaded. After choosing your file location, leave the type as Microsoft Excel Comma Separated Values File and select Save. 1. CSV hyperlink 2. Save or Save as 3. Location Image 9 Downloading estatements Page 15 of 17

17 7 Reconciling estatements estatements Help For HTML statements only, there may be a Reconcile hyperlink located on the top right of your statement. When you click on the hyperlink, a Statement Reconciliation form is opened in a new browser. This form will allow you to enter data into the necessary fields (totals are calculated as they are entered). Image 10 Reconciling estatements CAUTION: Data entered into the form is not saved and will be lost when the form is closed or the screen refreshed. Page 16 of 17

18 8 User Profile Updates estatements Help If you access your estatements from a link your Internet Banking session, you will not be able to change your address in estatements. Your address is provided by your financial institution s Internet Banking system. Contact your financial institution if you need assistance updating your profile, change your password, change delivery options, or change your address. If you access your documents by an estatements web address (Direct Login), you may be able to change your password, address, and your delivery options. Change Password If you have the Change Password link under the Links section on your estatements home page, click on this link. On the Change Password page, type in your new password twice, then click Save. Change address and description If you have the and Description link under the Links section on your estatements home page, click on this link. On the Personal Detail page, type in your new name (description) and your new address, then click Change. Change delivery options If you have the Change Notification link under the Links section on your estatements home page, click on this link. On the Notification page, choose the account/s that will receive a New Document notification when a new statement is ready to view, then click Save. NOTE: If you have questions regarding password or changes, contact your institution s estatements administrator. Page 17 of 17

estatements Help Document October 2016

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