| Getting Started | 9 |
| Digital Banking System Requirements | 9 |
| Browser (Desktop & Mobile) | 9 |
| Mobile Device (App) | 9 |
| Mobile Remote Deposit Capture | 9 |
| New User Enrollment | 10 |
| Logging In | 11 |
| Logging Off | 11 |
| Resetting a Forgotten Password | 12 |
| Retrieve a Forgotten Username | 13 |
| Password Security Check | 14 |
| Accounts | 15 |
| Dashboard Overview | 15 |
| Account Details Overview | 16 |
| Transaction Details | 18 |
| Adding a New Account | 20 |
| Adding an External Account | 21 |
| Removing an External Account | 23 |
| Opening a New Account | 24 |
| Organize Dashboard | 26 |
| Reorder Accounts | 26 |
| Rename Accounts | 27 |
| Hide/Unhide Accounts | 28 |
| App Appearance | 29 |
| Quick Pay | 30 |
| Selecting Favorite Payees | 30 |
| Person to Person | 31 |
| Bill Pay | 33 |
| External Account | 35 |
| Monthly Activity | 37 |
| Security | 38 |
| Protecting Your Information | 38 |
| General Guidelines | 38 |
| Login ID and Password | 38 |
| Fraud Prevention | 38 |
| Login Settings | 39 |
| Change Username | 39 |
| Change Password | 40 |
| Change Security Questions | 41 |
| Recent Logins | 42 |
| Mobile Security Preferences | 43 |
| Enabling Biometric Sign-In | 43 |
| Enabling PIN Login | 44 |
| Auto-Login | 45 |
| Alerts | 46 |
| Alerts Overview | 46 |
| Custom Alerts | 47 |
| Bill Pay Alerts | 48 |
| Security Alerts | 49 |
| Turning Alerts On and Off | 50 |
| Editing or Deleting Alerts | 51 |
| Previous Alerts | 52 |
| Move Money | 53 |
| Move Money Overview | 53 |
| Bill Pay Enrollment | 54 |
| Adding a Payee | 56 |
| Person to Person Payee | 56 |
| Bill Pay Payee - Company | 58 |
| Bill Pay Payee - Individual | 60 |
| Favoriting a Payee | 63 |
| Editing a Payee | 64 |
| Deleting a Payee | 65 |
| New Transaction | 66 |
| Transferring Money Between Your Accounts | 66 |
| Making a Loan Payment | 68 |
| Transferring Money to Another Person (P2P) | 70 |
| Making a Bill Pay Payment | 72 |
| Editing Transfers/Payments | 74 |
| Skip Transfers/Payments | 75 |
| Deleting Transfers/Payments | 76 |
| Deposit Checks | 77 |
| Remote Deposit | 77 |
| Manage Cards | 78 |
| Turn Card On or Off | 78 |
| Card Name | 79 |
| Card Alert | 80 |
| Temporary Spending Limit Increase | 81 |
| Change PIN | 82 |
| Report Lost or Stolen Card | 83 |
| Travel Notification | 84 |
| Enable Automatic On/Off | 86 |
| Reports | 88 |
| Creating a New Report | 88 |
| Account Activity Report | 88 |
| Sub-User Account Access Report | 89 |
| Running an Existing Report | 90 |
| Editing a Report | 91 |
| Deleting a Report | 92 |
| Autobooks | 93 |
| Overview | 93 |
| Send an Invoice | 94 |
| Edit Invoice Draft | 96 |
| Mark Invoice as Paid | 97 |
| Copy Invoice | 98 |
| Email Invoice | 100 |
| Cancel Invoice | 101 |
| Edit Recurring Schedule | 102 |
| Pause Recurring Schedule | 104 |
| Resume Recurring Schedule | 105 |
| Cancel Recurring Schedule | 106 |
| Export Invoices | 107 |
| New Estimate | 108 |
| Edit an Estimate | 110 |
| Email an Estimate | 112 |
| Create an Invoice from an Estimate | 113 |
| Cancel an Estimate | 115 |
| Export Estimates | 116 |
| Add a Customer | 117 |
| Import Customers | 118 |
| Export Customers | 119 |
| Edit a Customer | 120 |
| Archive a Customer | 122 |
| Invoice Balance Details | 124 |
| New Product/Service | 125 |
| Edit Product/Service | 126 |
| Delete Product/Service | 128 |
| Invoice Settings | 129 |
| Edit Invoice Reminders and Fees | 130 |
| Payment Form Settings | 132 |
| Share Your Payment Form Link | 133 |
| Email Your Payment Form Link | 134 |
| Payments | 135 |
| Refund a Payment | 136 |
| Cancel a Payment | 137 |
| Create a New Vendor | 138 |
| Individual | 139 |
| Company | 140 |
| Import Vendors | 141 |
| Edit Vendor | 142 |
| Archive Vendor | 143 |
| New Vendor Invoice | 144 |
| Pay Vendor Invoice | 146 |
| Cancel Vendor Invoice | 149 |
| Reports | 150 |
| Settings | 151 |
| Profile | 151 |
| Company | 152 |
| Administrator Profiles | 153 |
| Services | 154 |
| Locations | 154 |
| Secure Message Overview | 155 |
| Sending a Secure Message | 156 |
| Submit a Form | 157 |
| Documents | 158 |
| Statements Enrollment | 158 |
| Viewing Statements | 159 |
| Viewing Tax Forms | 160 |
| Viewing Notices | 161 |
| Stop Payment | 162 |
| Single Check | 162 |
| Multiple Checks | 164 |
| ACH | 166 |
| Settings | 168 |
| Contact Settings | 168 |
| Adding a New Phone | 168 |
| Editing a Phone | 169 |
| Deleting a Phone | 170 |
| Editing an Email Address | 171 |
| Sub-Users | 172 |
| Sub-Users Overview | 172 |
| Sub-User Overview | 173 |
| Adding a New Sub-User | 174 |
| Editing a Sub-User | 176 |
| Part 1: Editing Sub-User Access | 177 |
| Part 2: Editing Sub-User Limits | 178 |
| Deleting a Sub-User | 179 |