Completing ESI enrollment (integrated solution)

Use these steps to complete standard ESI enrollment in Banno.

1. From the main menu, select Accounts > [Account name] > Documents.
2. Accept the terms presented on the Documents agreement screen.
   Tip: You can update the Documents agreement text in the institution Settings section of Banno People.
3. Choose an option.
   • If your institution is a bank, select any accounts to enroll from the Accounts to enroll section.
   • If your institution is a credit union, select Enroll all of my accounts.
4. Select Enroll.
5. Select Ok.