Climate First Bank Business User Help Guide

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Services Document Center

The Document Center feature is a great virtual filing system for your bank documents, saving paper and space in your home or office. By storing your documents electronically, your account information is always readily available when you need it.

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In the Sidebar Menu , click Document Center . 1. Use the tabs to select the type of document you would like to view. 2. Select an account. 3. (Optional) Click the Create Export button to create an export which can be viewed in the Exports tab. 4. Click the Save button to view the statement.

Note : Documents will be available for viewing and saving for 18 months.

Services: Document Center

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