Enrolling in electronic documents

If your financial institution does not have a supported document imaging provider, this feature may not be available. Not all configurations require the end user to enroll in electronic documents.

Depending on your institution's implementation, some end users can access electronic documents without needing to enroll, and they would not need to complete this process. Create a case on the For Clients site for more information or for assistance with this feature.
  1. Choose a starting point.
    • Select Documents from the quick-actions section of the dashboard.
    • Select Documents from the Account details page for a specific account.
  2. If service agreement terms are presented, accept them.
  3. Choose an option, if applicable to your institution.
    • If your institution has enabled the ability to choose a notification method in the Notify at field, select the field and enter the preferred notification method.
    • If your institution has enabled the ability to choose a notification method in the Notify at field, but the end user does not want to be notified when new documents are available, select the field and then select Do not notify.
  4. Choose a situation and follow the corresponding steps.
    Situation Steps
    Your institution requires the end user to enroll either all accounts in electronic documents or none of them
    1. Select Enroll all accounts to enroll the accounts in electronic documents.
    2. Select Enroll.
    Your institution allows the end user to enroll accounts on a per-account basis
    1. Select the desired check boxes in the Accounts to enroll section.
    2. Select Enroll.
  5. Select OK.
Parent topic: Electronic documents