Electronic documents

Your end users can view and enroll in electronic documents in your online banking and apps.

Some of the possible documents are statements, tax forms, and notices concerning accounts, but the types of documents available depend on your institution's document imaging provider.

Note: For more information about this feature or your institution's implementation, create a jSource case on the For Clients site.

To view the documents associated with an account in Banno Online, visit Settings > [Account name] > Documents.

Additionally, you can select Documents from the dashboard quick-action section to view your documents.