Connection Guide to the Client.dotBank Client system

Transcription

1 Connection Guide to the Client.dotBank Client system How to connect to the system? 1. To log in to the system, launch the Internet Explorer browser, and go to 2. Click the Client.dotBank button on the left. 3. As a result, a window will appear with the list of authorization certificates installed on your computer, from which you must select certificate with which you will sign the financial documents and press Enter or "OK" button: 4. To log-in into the system, you need to follow the next steps: a) Select the language for the program interface from the "Language". * The system stores the last language setting. If you want to save your login and language check the "Remember Last login". The system will save the last entered login. b) Enter the Client Identifier (your login and password) as specified in the envelope with the login and password received from the Bank upon signing the remote banking service contract. * The user login is entered in the cell with the name "Login". The user password is entered into the cell "Password". The password must be entered exactly as it is in the envelope issued by the Bank. c) Press the "Login" button. 1

2 5. In order to ensure security and convenience at first identification with the password indicated in the envelope (Client Identifier), the system proposes to substitute the password. In the Old password field enter the password from envelope, enter the new password in the "New password" and confirm it in the "Confirm new password". The user password must contain at least 7 characters, at least one character must be a symbol (e.g. a digit, a dot) and at least one capital letter. 6. After entering your password and login, click the "Replace" button or press the Enter key. If the login and password have been entered correctly, the system will display the system interface: 2

3 Attention! a) If you type a wrong password and / or login, the system will notify you and will not allow you access the system. Also, you will not have access to the system, if you are blocked by the Bank's administrator under the Remote Banking Service Agreement; b) When you enter the wrong password five times in a row, the system will automatically block access to the system. Unblocking will be possible in accordance with the terms of the Remote Banking Service Agreement; c) It is important to select the communication language before entering Login and Password. To change the password you need to: How do I change my password? 1. Click the button "Change my password" in the right-side bar of the system in the "Options" block; 2. In the "New password" enter your new password. The user password must contain at least 7 characters; at least one character must be a symbol (e.g. a digit, a dot) and at least one capital letter. 3

4 3. Confirm your new password in the "Confirm new password". 4. Click the "Create" button. 5. Click the "Proceed" button. Attention: a) The system does not accept the password you previously used. b) To ensure information security, the password must be changed once a month. c) Avoid passwords containing calculable data (date of birth, your name and / or your surname, repeated strings of numbers or letters, avoid the word "password" or other similar words). The system allows you to use your password for one month, and then you will be required to substitute it for a mandatory one. In this case, after your log-in in the system, the system automatically launches the password substitution process. To substitute your password, it is necessary for you to: 1. Enter in the "Old Password" - your old password; 2. In the "New Password", enter your new password. The user password must contain at least 7 characters; at least one character must be a symbol (e.g. a digit, a dot) and at least one capital 4

5 letter. Avoid passwords containing calculable data (date of birth, name and / or surname, repeated strings of numbers or letters, avoid the word "password" or other similar words). 3. Confirm your new password in the "Confirm new password"; 4. Press the "Replace" button; How do you view the statements from your account? To view the statements from your account, you must do the following: 1. Access the account number you want to view, located in the menu bar on the left side of the system in the "Account statements" block. 2. To view the statements for a period other than the current one, in the "Statement options" block select the period for which you want the statements to be viewed. Press the "Get" button. 3. To view other details in the payment document, in the "Options" block, check the "Show extended view mode" and type the "Get" button. 4. To print the statements, in the "Print Options" block, press "Print" button. If you want to print the statements with the primary electronic documents - check the Add documents button then "Print". 5. To export the statements to system 1C, press the "Generate 1C" button. 5

6 How do you view the archive of official exchange rates? The official exchange rate of foreign currencies for the current day can be seen at the top right of the work interface in the "Rates" section. To view the archive of official foreign exchange rates, it is necessary to: 1. Click the button labeled "Rates; 2. for viewing the official exchange rate for a period other than the current one: a) Select the period for which you request the archive, then "Filter". b) Press the "Get" button. There are two ways to log out from the system: How do you log out from the system? 1. The final closure of the system is done by clicking the button marked with the "cross" sign located at the top right of the window; 2. Click Exit from the top-right menu to return to the page where the user enter login and password. Useful information Homepage - press this button to return to the homepage. Contacts - press this button to access contact information. News - press this button to check news about Victoriabank. Guide - press this button to consult the system user's guide. Help - press this button to get help with using the system functionality on the current page. Exit - press this button to exit the system. 6