Enrolling in electronic documents

End users can enroll in electronic documents on a per-account basis or for all accounts at once.

Depending on the document imaging provider your institution uses, your end users might not need to enroll to see documents. If you have a provider that does not require enrollment, your end users see available account documents in the app automatically. For information about your institution's documents and individual implementation, create a jSource case on the For Clients site.
  1. Choose a situation and follow the corresponding steps.
    Situation Steps
    Enroll from the dashboard.
    1. From the quick-action section, select Documents.
    2. Select Enroll.
    Enroll from an individual account.
    1. Select an account from the Accounts section.
    2. Select Documents.
    3. Select Enroll.
    Enroll from the Settings screen.
    1. Select the end-user profile avatar from the main Banno Online menu.
    2. Select Settings.
    3. Select the relevant financial institution, and then select the desired account.
    4. In the Documents section, select Enroll.
  2. Accept the service agreement terms if one is configured by your institution to appear.
  3. If your institution's configuration allows the end user to be able to have more than one notification method, they can choose to be notified when new documents are available, or they can choose if they would prefer not to be notified at all.
  4. Choose a situation.
    • If your institution offers the ability to choose enrolling all accounts or none, the end user selects Enroll all accounts.
    • If your institution supports the ability to enroll in documents on a per-account basis, the end user selects the check boxes next to the relevant accounts.
  5. Select Enroll.
  6. Select OK.
Parent topic: Electronic documents