Bank of Prarie Du Sac Digital Banking User Guide

4

Table of Contents Getting Started

User Enrollment.............................................................................................................7 New User................................................................................................................................. 7 Desktop. .................................................................................................................................. 8 Mobile...................................................................................................................................... 9 Logging Off.............................................................................................................................. 9 Retrieve a Forgotten Username. ...............................................................................10 Resetting a Forgotten Password................................................................................11 Accounts Page Accounts Page Overview. ...........................................................................................12 Desktop. ................................................................................................................................ 12 Desktop Account Details . ................................................................................................... 13 Mobile.................................................................................................................................... 15 Desktop Account Preferences. ..................................................................................17 Edit Nickname....................................................................................................................... 17 Hide Account......................................................................................................................... 18 Unhide Account.................................................................................................................... 18 Mobile Account Preferences......................................................................................19 Edit Nickname....................................................................................................................... 19 Hide Account......................................................................................................................... 20 Unhide Account.................................................................................................................... 20 Viewing a Transaction Image.....................................................................................21 Desktop. ................................................................................................................................ 21 Mobile.................................................................................................................................... 22 Attaching an Image to a Transaction........................................................................23 Desktop. ................................................................................................................................ 23 Mobile.................................................................................................................................... 24 Account Reporting.......................................................................................................25 Creating a New Report. ....................................................................................................... 25 Deleting an Existing Report................................................................................................. 26 Editing an Existing Report. .................................................................................................. 27 Running an Existing Report................................................................................................. 28 Security Protecting Your Information......................................................................................29 General Guidelines............................................................................................................... 29 Login ID and Password........................................................................................................ 29 Fraud Prevention.................................................................................................................. 29

Made with FlippingBook Online newsletter creator