Orrstown Bank Business Online Banking User Guide

First page Table of contents Next page Last page

Getting Started	7
First-Time Log In	7
Logging In	9
Logging Off	9
Resetting a Forgotten Password	10
Home Page	12
Home Page Overview	12
Account Details Overview	13
Quick Transfer	15
Account Nickname	16
Details & Settings	17
Account Grouping	18
Editing a Group Name	19
Deleting a Group	19
Security	20
Protecting Your Information	20
General Guidelines	20
Login ID and Password	20
Fraud Prevention	20
Security Preferences	21
Change Password	21
Change Login ID	22
	22
Secure Delivery	23
Mobile Security Preferences	24
Enabling Touch ID or Fingerprint Login	24
Enabling Passcode Authentication	26
Enabling Face ID	27
Disabling Passcode Authentication, Touch ID, Fingerprint or Facial ID Login	28
Alerts Overview	29
Account Alerts	30
History Alerts	31
Online Transaction Alerts	32
Reminders	33
Enabling and Disabling Push Notifications	34
Secure Message Overview	35
Sending a Secure Message	36
Transactions	37
Funds Transfer	37
Online Activity Overview	39
Using Filters	40
Creating or Deleting Custom Views Using Favorites	40
Editing Transactions	41
Canceling Transactions	42
Services	43
Stop Payment Request	43
Single Check	43
Multiple Checks	44
CardSwap	45
Getting Started	45
Overview	47
Check Reorder	48
Settings	49
Apple® Watch	49
Apple® Watch Setup	49
Viewing Balances and Transactions	49
Account Preferences	50
SMS Enrollment	51
Mobile Deposit Enrollment	53
Mobile Deposits	54
Address Management	55
Accessibility	57
Locations	58
Branches and ATMs	58
Bill Payment	59
Bill Pay Overview	59
Creating a Payee	59
Editing a Payee	61
Deleting a Payee	62
Making a Single Payment	63
Paying Multiple Bills	64
Payment Activity	65
Cancel a Pending Payment	66
Bill Payment	67
Bill Payment Overview	67
Hiding or Unhiding Payees from Payment Screen	69
Hide a Payee	69
Unhide a Payee	69
Creating a Payee Overview	70
Creating a Payee: Company	71
For a Known Payee	72
For an Unknown Payee	73
Creating a Payee: Person	74
Part 1 of 3: Choosing Payee and Payment Method	74
Part 2 of 3: Adding Payee Information	75
Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code	76
Editing a Payee	77
Deleting a Payee	78
Scheduling Payments	79
Rush Delivery	80
Recurring Payments	82
Editing Payments	84
Skipping Payments	86
Deleting Payments	87
Setting Up eBills	88
Adding an Account	89
Editing an Account	90
Deleting an Account	91
Editing Alerts	92
Categories	93
Editing a Category	94
Deleting a Category	95
GiftPay Overview	96
Creating a Recipient: Gift Check	97
Creating a Recipient: Donation	99
Sending a Gift	101
Sending a Donation	103
Editing a Gift or Donation Recipient	105
Deleting a Gift or Donation Recipient	106
Editing a Pending Gift or Donation	108
Deleting a Pending Gift or Donation	110

Made with FlippingBook - professional solution for displaying marketing and sales documents online