Sendpoint Merchant Web Client User Manual
Contents
1. Metavante Sendpoint Merchant Web Client User Manual Original Publication 01 08 This document is protected under the trade secret and copyright laws as the property of Metavante Corporation Year of first distribution 2008 Copying or other reproduction or any other disclosure to third parties is strictly prohibited 01 08 Metavante Corporation Table of Contents EE Deployment Getting Started 1 1 Client PC Installation sed eoe ra Rey 1 3 El Using Sendpoint Merchant Web Client QVOFVI8W euet dots edet a ae deh d AR Bret are ved 2 1 Deposits cei a Pa ei pees erat 2 3 Password Management 2 5 Change Password 2 7 Administration RR A RARE KORR Seed a Sen 2 9 Registration 2 13 Deposit History 2 15 Reports iia its rai das subie us 2 19 Using Sendpoint Merchant Web Client 2 23 Multi Factor Authentication Scenarios Multi Factor Authentication Scenarios A 1 Sendpoint Merchant Web Client User Manual 01 08 i Table of Contents 01 08 Metavante Corporation Deployment E 01 08 Metavante Corporation Hardware Requirements Scanner Requirements Client Software Requirements Getting Started This manual provides instructions for ins2. Secure Authentication has not yet been set up Please venfy your Setup information confirm your password and then click Submit To make changes click Change for the setup information you want to change p irmation qu In what state was your mother bom spell out state What s your shoe size just the number e g 6 or 10 5 What 13 your fother s first nome What is your Zodiac sign a Change Register this computer We wil save a cookie to this computer identifying it as a registered location for accessing Merchant Capture To protect your personal information we ask you to re enter your password before setup is complete Password v Trusted stes 11 Select Submit to send the data for authentication and enrollment and for logging into the application Unregistered Scenario 2 Enrolled User Enter your user ID Multi Factor Authentication Lega Window lateret Explorer G E Mipit readiness magadepostastoway com WF actor Asher alor Web Cher Ded au aspis Metri the Mor chant Capture Weber tremer bios V Bb te x A GEMA Factor Autenticati Logn Sendpoint Ploase enter your user name and dick Login User ID If you haven t yet enrolied you can enecil in To protect your personal information we collect your password on a separate page 2 Select Login to continue 3 Answer your challenge questions and select Continue to proceed or select Cancel to quit the application 01 08 Metavan
3. 1 2 Windows Vista 32 bit Internet Explorer 6 or 7 Deployment 01 08 Metavante Corporation Client PC Installation Before You Begin Before installing the processing components the user must have the appropriate scanner installation package as provided by the financial institution Note Internet Explorer is a prerequisite to completing the following steps lt is important to note that the installation procedures will vary by scanner Therefore it is important to verify steps for each scanner installed This deployment page will vary based on the individual merchant inputs and available hardware setup configurations Upon the first visit to this software the user will be prompted to select that scanner from the following list https direct readiness imagedepositgateway com sendpoint Windows Internet Explorer GO https lldiect readiness imagedepositgateway com sendpoint W de Ehtipsi fdrectreadness magedeposkgateway camjs d deb gt Page D Tools Sendpoint Merchant Capture Installation Steps 1 Download amp Install the driver for your scanner a Instructions for first time scanner installation MyVisionX UEC 7000 Canon CR 55 Canon CR 180 TellerScan Canon MegTek b Instructions for existing scanner driver upgrade MyVisionX UEC 7000 Canon CR 55 Canon CR 180 TellerScan MagTek MyVisionX Uninstall C Drivers only MyVisionX UEC 7000 Canon CR 55 Canon CR
4. Multi Factor Authenticationi Scenarios Multi Factor Authentication Scenarios 3 Select a category and then select your picture as an addition to your login data Multi Factor Authwedication Select Picture Windows Internet Explorer c w El hitps I deect readiness magedepostontesiny COMPARE actertathenticatoniwetiDent treni v B s x WR QUO narte aushonicaron Select Pense a a Sendpoint Set Up Secure Authentication Here s a list of pictures Click a picture to select it and retum to the setup process Category Abstract Y H ee SEE 2 Secure Authentication is vital in our efforts to prevent fraudulent activity If you cancel you ll lose the information you set up and will need to stan this process aga 4 Enter the user ID and your personal pass phrase corresponding to the selected picture EE Bas Factor rustica Errol Pate eme Sendpoint Set Up Secure Authentication A picture has been selected for you Please create your personal phrase and chek Continue setup User ID Enter a personal phrase Your personal phrase wil be displayed next to your picture when you sign on cr change your password It must be at least 1 character and cannct include more than 40 characters Wont to use a different picture Select one of the pictures shown below 5 Select Continue Setup to continue to the challenge question selections Sendpoint Merchant Web Client User Manual 01 08 A 15 Multi Fa
5. User Forgotten Challenge 1 Enter you user ID Questions Pat ali Attenta og vos bei corr GO E Miriio sordos mogosoaia comb eter her or MIA mr Pm IM at ESSE IE W GEMAS Factor Authentication Logn Re d Sendpoint Ploose enter your user name end dick Login User ID If you haven t yet enrolled you can gue To protect your personal information we collect your password on a separate page 2 Select Login to continue to password entry 3 Select the Forgot your password link to continue to the challenge questions The user has three attempts to answer all four challenge questions correctly Mutti Factor Autheatication Corot Windows Inteenat Explorer DOG tos M S as ode Bas actor fateri non Errol Queste Sendpoint Set Up Secure Authentication individual trying to access fnancal informabon online When asked you must correctly answer these questions to sgn on Question Please select a question Answer Question Please select a question Answer Please select a question ContinueSetup Sendpoint Merchant Web Client User Manual 01 08 Multi Factor Authentication Scenarios Unregistered User Forgets Challenge Questions A 12 Appendix A Multi Factor Authentication Scenarios 4 After three unsuccessful attempts the user is prompted with the error message If you have forgotten answers to your challenge questions contact your system administrator to get your account a
6. WE Gr Mme Factor authentication Show Picture and Collect P f a gt Sendpoint im gt or Pago LD Took Sign on to Merchant Capture Please enter your password and click Login Mi PA gt This picture ond personal phrase ore displayed every bme you access this page If you don t recognize them please contact us before you continue Password Cancel Forgot your password If you ve forgotten your password you can reset it yourself and get signed on quickly 4 Select Login to begin your session or select Cancel to exit the application 01 08 Metavante Corporation Appendix A Multi Factor Authenticationi Scenarios Multi Factor Authentication Scenarios Registered Enrolled User Forgotten Password Scenario 4 1 Enter your user ID Multi Factor Authentication Loge Windows Internet Explorer G B Pts ldeec sadness anagndepestaatewan com MA actor AthenticatioriWeb ent Def a aspe Retire Mo chantCaptureWebCkerk fmendershiciogi lk th X SE 7 AB ds Factor Authentic Logn Re A n Page reds Sendpoint Please enter your user name end dick Login User ID If you haven t yet enrolled you cen goroll in ey To protect your personal informason we collect your password on a separate page 2 Select the Forgot your password link to continue to the challenge questions Mutti Factor Autheetication Show Picture and Collet Paceword Windows tarna Explorer
7. However when the user first logs into Web Client the Deposits tab is initially presented Note The actual tabs available will be dependent on the system role assigned to the user The Administration and Registration tabs will only be present for the following roles Administrator and Supervisor The top right corner of the Web page displays the following Name Help Function Displays an online user guide for the Web Client application Logout Exits the user from the Web Client application Username Identifies the user that is currently logged into the Web Client application Merchant name Sendpoint Merchant Web Client User Manual 01 08 Identifies the merchant that is currently logged into the Web Client application 2 1 Overview Using Sendpoint Merchant Web Client 01 08 Metavante Corporation Deposits The Deposits tab allows the user to create a deposit and view open and recent deposits Name Create Deposit Function Allows a user to create a new deposit providing the Account Deposit Control Total and any other additional optional fields Note All additional fields are customized by the individual financial organization Proceed Allows a user to create an electronic deposit My Open Deposits Open deposits are deposits that have not been finalized submitted for deposit Additional items can be captured to an open deposit Select an active database
8. Unlock Enable Disable and Reset Password All other displayed columns are optional and configured by the individual financial organization Create a New User This option allows an administrator to create a new user Merchant Capture Administration Windows Internet Explorar SETTE DUTO E ini WP dl Merchant capire Adranstrabon gt mese Dm Sendpoint Merchant Capture SEHUAT IN Change Password Administration Reset Duplicate History Delete Edit Unlock Enable Disable Reset Password User Name Last Password Changed Date Provider Name ls Online Password Question x amp z ams n 12022007 1143324M WekSeniceMembembipProvider Tue 1 Enter user data 2 Select Role s 3 Assign Deposit Accounts User Nome Roles Accounts vf Trusted stes Aue 1 To do so click Create User Type in the User Name Password Confirm Password and E mail 2 Assign the necessary roles and accounts by checking the boxes to the left of the various roles and accounts 3 Click Create User to complete Sendpoint Merchant Web Client User Manual 01 08 2 9 Administration Remove an Existing User Edit User Properties 2 10 Using Sendpoint Merchant Web Client The user should appear automatically within the user list provided in the User Administration tab This option allows an administrator to delete the existence of a user To do so select the Delete icon next to the user to be removed Click OK to co
9. 180 TellerScan MagTek MagTek STX 2 Choose A Client Web Client browser based Smart Client PC install Mike Koerner Inbox i Direct Deposit Gatew inSite Windows Inte Windows Live Hotmail Report Manager Wi Scanner Installation The steps for completing the installer file are as follows Note This must be performed while logged into Windows as a local administrator 1 Launch the deployment Web page provided by the financial institution 2 Select the appropriate scanner link 3 Select Save 4 Select a download location for the driver and select Save 5 Extract the contents of the downloaded file Sendpoint Merchant Web Client User Manual 01 08 1 3 Client PC Installation Security 1 4 Deployment 6 Launch the Setup exe file and follow the instructions to complete installation Note The Installation Wizard and procedures will vary by scanner so make certain to follow every step carefully Pay special attention when following prompts on when to connect power to the scanner and when to connect the scanner to the PC 7 Upon completion of the installation process select Finish The external Web server s domain that Sendpoint Merchant Web Client communicates with should be added as a trusted Internet Web site Note It is possible especially using Internet Explorer 7 0 that the Logout link and or Logo link in the upper left corner may open in a new browser window if they direct yo
10. History Manage Users Smart Client Behavior Reset Duplicate History Supervisor Register Client Register Client Reset Duplicate History Reset Duplicate History Manage Users Reviewer View Reports All Users e View Reports All Local View History All Users Users Run View Queries All Run View Queries All Users Local Users Depositor Create Capture Correct Create Capture Correct Balance Balance Transmit Finish Deposits Transmit Finish Deposits View Reports Own Items View Reports All Local Only Users View History Own Items View History All Local Only Users Run View Queries Own Run View Queries All Items Only Local Users Operator Not Applicable Same as Create Capture Correct Web Depositor Balance The Modify Users privilege allows the following functions to other non Administrator users under the same merchant Reset Password Unlock Enable Disable and Change E mail Address The Manage Users privilege allows the following functions to other non Administrator users under the same merchant Add New Users Assign Remove roles except for Administrator Role and all Modify Users functions 2 Select Save to confirm all configurations Note Any user assigned the role of Administrator is not displayed in this section This option allows an administrator or supervisor to prevent a user from logging into the application To preven
11. Report 2 Entera start and end date 3 Select a report layout of either Tab or Window 4 Select View Report Export Capture Data This feature allows deposit data to be exported in a CSV format To run this report perform the following 1 Select Export Capture Data 2 Enter a start and end date 3 Select Export Report 4 Choose to save or cancel the Export Capture Data Report 5 If saving the report configure a report name and select a location to save the file 4 4 1 lofz p pi 95 vi Find Next Select a format export A d This section describes the functions and features available within all reports Name Function Flip Page Allows the user to display the next or previous report page Back to First Last Allows the user to display the first or last report Page page Refresh Performs a refresh of the active report Web page Print Allows the user to print the report Export Allows the user to output and save deposit data in one of three formats CSV PDF or XLS 01 08 Metavante Corporation Using Sendpoint Merchant Web Client Reports Name Function Zoom In Out Allows the user to increase or decrease the resolution of the report Find Next Allows the user to locate text within the report Sendpoint Merchant Web Client User Manual 01 08 2 21 Reports Using Sendpoint Merchant Web Client 2 22 01 08 Metavante Corporation Using Sendpoint Merchant Web Client Befo
12. View Windows Internet Explorer m EE Mpal reader depanagem coes Mae char tC acturi bent Daou Deta me Popo lbt 6012043072800 IO 9 p Help Logout A Sendpoint Merchant Capture VAT Deposit History Items 2 of 3 CaptureSequence Amount Amt Type Account Seriol RoutingNumber 574000000009 101 Credit 1000002 987654321 27 0l 5574000000010 1 00 Debs 01213 011000028 er 574000000020 001 Debit 012131415 011000028 nuam oa 60 10000 286 METE fio zoomun zoomout reset Mark items Back to Histor Selected hem Image Recco Deposit Information Deposit Tracking Account Name Check hems Total ad Differenze 009 Date Deposit Total 12 13 2007 334 50 PM 101 Derou Deisis Repos w V Trusted stes uw lv Find Next Select a format iv Export ig 3 Deposit Detail Image Report Merchant Capture Deposit Tickor Merchant Capture Deposit Ticks 1000222 2008 01 06 12432 som IL A DUDUIL L ILE aCDUILE E NUD T9789 icm tie ff os mer AAA IS et TEF iv 96 a o ran D pm E ise AL MP Pan 0110000 282 DiBiilLise 2 16 01 08 Metavante Corporation Using Sendpoint Merchant Web Client Deposit History Mark Items Search Deposit History Items To identify items that have been electronically deposited follow these steps 1 2 Select Mark Items within the Deposits
13. chosen picture on this screen as well Muli Factor Authentication Enroll Picture Wir ac Windows lateral Explorer G E hps fdeect readiness magedepost antes coma E actceauthentie non WebClent SelectMFAPct re aspe me Ghote x Sk Gr feras Foctor Maheciicohon Enrol Picture Phrase 2 8 Sendpoint Set Up Secure Authentication a picture and personal p A picture hos been selected for you Pleose create your personal phrase ond click Continue setup User ID Enter a personal phrase HA Your personal phrase will be displayed next to your picture when you sign on or change your password it must be at least 1 character and cannot include more than 40 characters Continue Setup Want to use a different picture Select one cf the pictures shown below B Ede OA 5 Select Continue Setup to continue to the challenge question selections oo Trusted stes A 2 01 08 Metavante Corporation Appendix A Multi Factor Authenticationi Scenarios Multi Factor Authentication Scenarios 6 Select four challenge questions from the drop down lists and enter your answers Mulli Factor Aulhwelicalion Enroll Questione Windows Internet Explorer Gr ES gt E Ntpsl deect tendiness magesepost gateway com MubactertuthenticsbionietiClent Ere Pte ase so Rehr v Bh de x 47 JI MA Factor Authentication Enrol Questions HIE m orse Sendpoint E Set Up Secure Authentication Step 2 of 3 Set up confirmation questio
14. field link of any entry to access an open deposit Note Column headers are customized by the individual financial organization Contact the appropriate merchant provider for any questions regarding column headers My Recent Deposits Sendpoint Merchant Web Client User Manual 01 08 All deposits that have been finalized are listed in this section Select an active database field link of any entry to access a finalized deposit Note Column headers are customized by the individual financial organization Contact the appropriate merchant provider for any questions regarding column headers 2 3 Deposits Using Sendpoint Merchant Web Client 01 08 Metavante Corporation Password Management Password Messages Sendpoint Merchant 2 5 introduces new functions that allow for the configuration and control of a user s password These new functions allow for the following e An administrator can force a user to create a new password during the initial login process e An administrator can reset a user s password such as when a user forgets the password or the password becomes compromised A Sendpoint Merchant user will not have the ability to configure any password configurations through the client application All password functions are configured and controlled by an administrator of the Sendpoint Merchant distributing organization Here is a list of new Sendpoint Merchant user password messages and how to proceed wh
15. item Transit Routing Transit Routing number of the item Sequence Sequence number of the item 01 08 Metavante Corporation Reports Before You Begin View Reports This tab allows for the configuration presentation and output of Sendpoint Merchant related reports Merchant Capture Reports Windows Internet Explorer G De B bitos Jidrect readiness magedepositostewsy comMerchankCaphure WebClent Reports aspx se dl merchant capture Reports Sendpoint Merchant Capture Change Password Deposit Summary Report All Deposits Summary Report Export Capture Data al DreceMerchare v2 5 Direct Depost Grew This option allows the user to select one of the following reports Deposit Summary Report Al Deposits Summary Report Export Capture Data Deposit Summary Report This report provides a detailed summary of an individual deposit To run this report perform the following 1 Select Deposit Summary Report 2 Select the appropriate deposit account 3 Enter a start and end date 4 Select a report layout of either Tab or Window 5 Select View Report Sendpoint Merchant Web Client User Manual 01 08 2 19 Reports Report Layout 2 20 Using Sendpoint Merchant Web Client All Deposits Summary Report This report provides a detailed summary of all deposits captured on a given date or date range To run this report perform the following 1 Select All Deposit Summary
16. tab Place all items in the scanner backwards so that the front of each item can be endorsed with the rear ink jet Select Start Select Finish when all items have been marked Note All items that have been marked using the Mark Items feature should be either temporarily stored or destroyed based on the instructions of the financial organization supplying the Sendpoint Merchant Web Client application Users can search for a specific item s using any combination of available criteria e Item Type All v Start Date End Date User Amount Serial Account Transit Routing Sequence ik EST uiinffuj a 1 EK E To search for items enter the appropriate search terms and select Search Searches may include item type of either Deposit Ticket deposit amount or Deposit Item check Searches may be conducted within any valid date range Searches may contain a combination of search terms Amount gt 100 00 and Serial lt gt 100 Field Description Item Type Type of item or items to search The options are All Deposit Ticket or Deposit Item checks Start End Date Date range to be searched User User who captured the item Amount Amount of the item Sendpoint Merchant Web Client User Manual 01 08 2 17 Deposit History 2 18 Using Sendpoint Merchant Web Client Field Description Serial Serial number of the item Account Account number of the
17. 134032 0 04 in 0 04 SUL Capture Sequence 606000000040 Check Amount E Serial Number ZAN tag yo AN AI uo M msn me cm a HOGG 203850 OOJATESHI ZLE Modify an Open You can add items to and modify individual items within an open deposit To Deposit modify an open deposit do the following Add Items 1 Ifyou have not already done so login as described under Creating a New Deposit 2 Under My Open Deposits click the link for the deposit that you need The Capture Items page appears 3 Load items into the scanner and click Start Scan The Capture Items pop up box appears Items are then scanned and added to the selected open deposit Sendpoint Merchant Web Client User Manual 01 08 2 33 Using Sendpoint Merchant Web Client 2 34 Using Sendpoint Merchant Web Client 4 Continue by stopping the capture process as described in Creating a New Deposit Modify Items 1 Ifyou have not already done so login as described in under Creating a New Deposit 2 Under My Recent Deposits click the link for the deposit you need The Capture Items page appears 3 Select the item you need then modify the item as described in the correction process under Using Sendpoint Merchant Web Client Note ltems can only be modified within the Balance section of an open deposit 01 08 Metavante Corporation Multi Factor Authentication Scenarios A 01 08 Metavante Corporatio
18. Begin Setup to continue to the next screen Otherwise select Sign Off to cancel this process and exit the application Mutti Factor Authentication Enroll What to Expect Windows Internet Explorer POST Ge J E https direct readiness imagedepositgateway com MultiFactorAuthenticationWebClient Default aspx F iv a iv lx Xo Muti Factor Authentication Enroll What to Expect 2 5 Sendpoint Set Up Secure Authentication Secure Authentication is a service to help protect you from fraudulent online activity It provides you with visual cues when you sign on so you know that you are on our website and it is safe to enter information Secure Authentication also helps us ensure that only authorized individuals can access financial information online Setup is easy You simply Set up a picture and personal phrase These visual cues are displayed when you sign on and are your assurance that it is safe to enter information Set up confirmation questions These questions may be asked during the signon process to confirm that an authorized individual can access financial information online Register your personal computer optional We ask that you register computers you commonly use to access your financial information online This authorization helps us ensure that only recognized locations are accessing your information online Sign Off vf Trusted sites 100 A 14 01 08 Metavante Corporation Appendix A
19. G E hetps Jdrect resdress mapedepostgatevay com MutFsctorduttenticaorivetclentiDet ast pone ih r x Y mas Factor Auetmesication Show Picture and Colt P 2 0 Sendpoint Sign on to Merchant Capture Please enter your password and chck Login Hi A gt The picture and personal phrase are displayed every teme you access thes paga It you dont recognize tham planse contact us before you continue Password I 5 Forgot your password Y you ve forgotten your password you cen reset amp yourself and get signed on quickly Sendpoint Merchant Web Client User Manual 01 08 A 7 Multi Factor Authentication Scenarios Appendix A Multi Factor Authentication Scenarios 3 Answer your challenge questions Multi Factor Autheedication Forget Pateword Quedions Window lelernel Explorer 6 gt E hepsc deect readiness magndepostgat oway comjM f actor AthenticationWebCkentyShowPcColectP v te x WR Gr gemas Foctor authentication Forgot Password Questions 5 8 Sendpoint Sign on to Merchant Capture To protect your personal information please answer the questions and dick Continue Hi A This picture and personal phrase are displayed every time you access this pago If you don t recognize them please contact us before you continue What s your shoe size just the number e g 6 or 10 5 test What is your father s frst nome test What is your Zodiac sign test In what stato was your mother born
20. Security Warning Do you want to install this software E Name AfsDevice_RDM cab Publisher Advanced Financial Solutions Inc More options Don t Install While files from the Internet can be useful this file type can potentially harm your computer Only install software from publishers you trust What s the risk 13 Select Install 14 The Capture page appears 15 Load items into the scanner 16 Click Start Scan The Capture Items pop up box appears Items are then scanned and added to the deposit Ready to Scan 17 When you are finished click Stop Scan in the Capture Items pop up box 18 The Capture Items page appears 2 26 01 08 Metavante Corporation Using Sendpoint Merchant Web Client Using Sendpoint Merchant Web Client Marchaeit Capture Capture Windows Internet Explorer x G 3 gt E mpslidrect readiness magedepostgatenay com MerchantCagtureWebChent Captureltem aspx Oepost d 396d647b ac 18 4676 4941 deeldid 4 w dp X Pp Ye amp Brecht catus capture Mo KI robe Help Logout Sendpoint Merchant Capture SSHUAT IV Change Password A No Items No Image Available fio smio zocmowt rese LS MEE M w Snagit Capture Preview B C Documents and se D Non mante and Se al Deectimaschant v2 5 Direct Depost Garten 19 Review the deposit then click Proceed Ifthe calculated total matches the deposit total and there are no failed items then a v
21. ag Enable NET Framework setup ELE O Disable UP Om q Enable Ce Met Miscellaneous To change the settings click Custoi To use the recommended settings a Disable Prompt Allow META REFRESH li m e Custom level O Disable eee Enable CRI Allow scripting of Internet Explorer web browser control Disable O Enable Allow script initiated windows without size or position constre A Nicabla Si is in a state o 6 6 lt E plete readiness for Brink s U S Signs Takes effect after you restart Internet Explorer uaa Metavante To Offd Growing Range Of Reset custom settings Remote Check Imf Resetto medium default v Capture Services 5 17 2007 Adding External Web Server to Trusted Site List 1 Launch Internet Explorer 2 Select Tools 3 Select Internet Options 4 Select Security Tab 5 Select Trusted Sites 6 Select Sites 7 Enter the address of the domain Example https www provider name com 8 Select Add 9 Select OK Sendpoint Merchant Web Client User Manual 01 08 1 5 Client PC Installation Deployment 01 08 Metavante Corporation Using Sendpoint Merchant Web Client FA 01 08 Metavante Corporation Overview With Sendpoint Merchant Web Client there are six tabs that the user can access depending on roles assigned to the user Change Password Administration Registration Deposits History and Reports
22. chant Web Client Review Capture Items screen Marchant Capture Review Windows Internet Cxplaree E Mtps direct resdiness magedepostgatema com MerchantCarhreWebCTent CartreBsiance a DEIA alo 4576 2941 dee 143060745 wi ty x de Brett Capture rev D mermo Gros E Help L ogout Sendpoint Merchant Capture SS UAT N Change Password Administration Registrati n Deposits n st Merchant Capture Deposit Ticket 2009 2 36 10 PM 472 164 322 1 1000002 2008 0108 14 37 45 001 som Finish Deposit 2 30 01 08 Metavante Corporation Using Sendpoint Merchant Web Client Using Sendpoint Merchant Web Client Note Once the Finish Deposit button is clicked the deposit is transmitted to the financial organization and no further changes are possible Verify the information here and select Finish Deposit You will be given options to view reports immediately following this selection The following Web page appears once the deposit is submitted and closed M lt A TETE TETE We SE reru re avanw Sendpoint Merchant Capture Change Password Deposits Review Capture Items Capture Processed Deposit Tracking tf Deposit Itema Checks Total Merchant Capture Depost Ticket 1000002 2008 01 08 14 37 48 001 coti Detail Recon Deco Oria maae Renet Hame You are given two options here for viewing reports The first is to view the Deposit Detail Report and the second is to view the D
23. ctivated 5 The user will be locked out and any previous enrollment will be cleared The user needs to contact the system administrator to unlock the user ID and will then be required to re enroll using the re activated user ID and a valid password to access the application Scenario 7 1 Enter your user ID Mutti Factor Athesdscafion Login Windows lateret Explorer G E Rips iiideect readiness magodepont gatewar com MA actor ul henkxcolbion Web Ole Del auk anpe etuzri eke Mer chant Captire WobCherk t 2fmenterspiog B Xx LIU SE REM Factor Mahonen Logn Sendpoint Please enter your user name end dick Login User ID If y t enrolled you cen Logo To protect your personal informa on we collect your password on a separate page of Trusted stes Rio 01 08 Metavante Corporation Appendix A Multi Factor Authenticationi Scenarios Multi Factor Authentication Scenarios 2 Select Login to continue to the challenge questions Answer all four pre set questions correctly Mutti Factor Authentication Forgot Password Questions Windows Internet Explorer G E Ritpsil drect readiness magadepoatastensy com Mukit sctorAuthentcsnoniWebClentfshowPccolecti 8 1x VE 7 Eras actor authentication Forgot Password Questions fa Sendpoint Sign on to Merchant Capture To protect your personal information please answer the questions and click Continue Hi UAT7 FD ns picture and personal phrase are display
24. ctor Authentication Scenarios Appendix A Multi Factor Authentication Scenarios 6 Ifthe user has already enrolled into MFA the user is shown the following error User ID username has already enrolled in Multi Factor Authentication Please contact your system administrator if you want to re enroll with the same user ID Mutti Factor Authentication Enroll Picture Phrase Windows Internet Explorer Ge E https fdirect readiness magedepositgateway com MultiFactorAuthenticationWebClient EnralPicPhrase aspx Re 7 x x S af Muki Factor Authentication Enroll Picture Phrase fh B deh Page G Tools Sendpoint Set Up Secure Authentication Step 1 of 3 Set up a picture and personal phrase A picture has been selected for you Please create your personal phrase and click Continue setup User ID pat Enter a personal phrase E y My Buddy Your personal phrase will be displayed next to your picture when you sign on or change your password It must be at least 1 character and cannot include more than 40 characters Continue Setup User ld Uat7 has already enrolled in Multi Factor Authentication Please contact your system administrator if you wish to reenroll with the same User ld f Trusted sites 7 The user must contact the system administrator to re enroll or continue to use the existing user name for logging in to the application Unregistered User Scenario 9 Re Enrollme
25. d vemos Logn Cancel Forgot your password If you ve forgotten your password you cen reset it yourself and get signed on quicidy A Trusted stes 2 Enter your user name and password then press Enter or click the Log In button The Sendpoint Merchant Web Client Create Deposit Screen appears Sendpoint Merchant Web Client User Manual 01 08 2 23 Using Sendpoint Merchant Web Client Using Sendpoint Merchant Web Client Merchant Capture Home Windows internet Explorer Hitos Jee readiness magn n gateway com Mero We Ehehe Hone Sendpoint Merchant Capture No Open Deposits in History k CapturadDate DepositTotal 3 Select the account you need from the Account drop down list Note If you do not see the account you need contact your system administrator 4 Calculate the deposit total and enter the amount into the Deposit Control Total field This is the expected total for the deposit and is required 5 Ensure that all custom fields are completed All required fields will be highlighted in yellow All custom fields used for local use will be listed towards the bottom of the list 6 Click Proceed Note The following steps assume that this is a first time use If this is not the first time use of Sendpoint Merchant Web Client on this workstation then this action will take the user directly to the capture page Steps 7 13 will be skipped 2 24 01 08 Metavante Corporation Using Sendpo
26. dpoint Set Up Secure Authentication Step 1 of 3 Set up a picture and personal phrase A picture has been selected for you Please create your personal phrase and click Continue setup UserID pat Enter a personal phrase P My Buddy Your personal phrase will be displayed next to your picture when you sign on or change your password It must be at least 1 character and cannot include more than 40 characters User ld Uat7 has already enrolled in Multi Factor Authentication Please contact your system administrator if you wish to reenroll with the same User ld f Trusted sites 7 Contact the system administrator to re enroll In this scenario the user is locked out and needs to contact the system administrator It is required to re enroll using the re activated user ID and a valid password to access the application A 18 01 08 Metavante Corporation
27. ed every time you access this page If you don t recognize them planse contact us before you continue In what state wos your mother born spell out state Test What state were you born in spell out state Test in what month is your mother s birthday Test Vo Trusted stes 3 After three unsuccessful attempts the user is prompted with the error message If you have forgotten answers to your challenge questions contact your system administrator to get your account activated 4 Theuser will then be locked out and will be required to contact the system administrator to re enroll using the re activated user ID and a valid password to access the application Sendpoint Merchant Web Client User Manual 01 08 A 13 Multi Factor Authentication Scenarios Appendix A Multi Factor Authentication Scenarios Registered User Scenario 8 Re Enrollment 1 Select Enroll in Multi Factor Authentication Mutti Factor Athesdscafion Logia Windows lateret Explorer UA G E Mipit rondes magodepontasteway com WF actor Asher ation Web LS aspi feb ri lie IM chant Capture Web Cher Kremer tdos V b tex Pe SE Bras Factor Avthenticatin Login R D ee Page Gr Sendpoint Ploose enter your user name end dick Login vero If you haven t yet enrolied you cen enrcil in Multi Facter Authentication today To protect your personal informa on we collect your password on a separate page gt Y Trusted stes 100 2 Select
28. en encountered Your password has been reset by an administrator This is a new account and the password must be set Note When a user selects OK to any of the new password messages a window is displayed that allows for the input of password creation details This is a new account and the password must be set Invalid Password A This is a new account and the password must be set A user will encounter this message during the initial login into the Sendpoint Merchant application An administrator can configure a user to recreate a new password upon the initial login If a user is required to create a new password during the initial login then the user should create a new password Sendpoint Merchant Web Client User Manual 01 08 2 5 Password Management 2 6 Using Sendpoint Merchant Web Client Your password has been reset by an administrator Invalid Password A Your password has been reset by an Administrator A user will encounter this message during login once an administrator has reset the user s password An administrator usually will reset a user s password when the user cannot remember it or it has become compromised The user will need to enter the new password in order to login If the user is unaware of the new password the user must contact the administrator regarding the new password 01 08 Metavante Corporation Change Password Before You Begin This tab allows a user to reset his her pass
29. eposit Detail Image Report To return to the Initial Deposits Web page click Home Sendpoint Merchant Web Client User Manual 01 08 2 31 Using Sendpoint Merchant Web Client Using Sendpoint Merchant Web Client A sample of the Deposit Detail Report is shown below Merchant Capture Reports Windows Internet Explorer GO le meten ere magros rea compraria serere asr S Jwen Capture Raporte Sendpoint Merchant Capture Change Password adminisiration re Select a format Deposit Detail All Report Deposit Date 182008 14324 PM Mo of Debite 1 ATI Dapont Total so Deposit Tracking Mo MA Transmission Date 182008 14353 PM Customer Nama Account Number ou Deposit Status Races 22002080 mor wor Dale v8 2008 2 32 01 08 Metavante Corporation Using Sendpoint Merchant Web Client Using Sendpoint Merchant Web Client A sample of the Deposit Detail Image Report is shown below https direct readiness imagedepositgateway com MerchantCaptureWebClient ReportsYiewer aspx R Windows Internet Explorer bd Find Next Select a format Deposit Detail Image Report Transmission Date Customer Name 961 UATIV E 1 8 2008 1 48 32 PM Deposit Account Deposit Total 0 01 q Deposit Status Deposit Tracking No NA Capture Sequence Check Amount 01 Serial Number Merchant Capture Deposit Tike Merc nem Capture Deposit Ticket 000222 1002227 2008 01 06 12 49 32 Due 2008 01 06
30. ess imagedeposigd emer com MukF sclorAuhrerticaoniWebClentDel aut spo Re v E x rs A R Bras Factor Authertication Show Picture and Colect P Re OL DAL Sendpoint Sign on to Merchant Capture Please enter your password and click Login Hi si 7 gt This picture and personal phrase are displayed every time you access this page lf you don t recognize them please contact us before you continue Password Cancel Forgot your password If you ve forgotten your password you can reset it yourself and get sagned on quickly 5 Select the Forgot your password link to continue to the Enter New Password dialog 6 The user is prompted to enter the new password and confirm the password since the challenge questions have already been successfully answered Mati Factor Authwetication Change Password Windows klarnet Explorer G E hitps fidrect resdness magndepostgatevut comfM tFartorduthentcationWtCkent ForgotPwquest e Bh x WE Sr Anart useten Change Password Sendpoint tre you Pago 3 Toos Change Password New Password Confirm Password A 10 01 08 Metavante Corporation Appendix A Multi Factor Authenticationi Scenarios Multi Factor Authentication Scenarios 7 If the user is locked out the merchant administrator unlocks the user in the Configuration Management Administrator tool The user then needs to repeat steps 1 through 3 Registered Enrolled Scenario 6
31. int Merchant Web Client Using Sendpoint Merchant Web Client 7 The ActiveX Install Security Warning dialog box appears Internet Explorer Security Warning Do you want to install this software Name CaptureControlUtility cab Publisher Advanced Financial Solutions Inc E more options While files from the Internet can be useful this file type can potentially harm your computer Only install software from publishers you trust What s the risk 8 Select Install 9 The Registration dialog box appears Note This will only happen the first time this is accessed Marchaeit Capture Registration Windows Internet Explorer Ou TE Mtpeslldrect readiness magodepostostevay conjMerchantCaptureWebClentiCagturefiegstraton ssprifiegetrotenmbE font l bEbeaE 2e e p x Te E ifl Merchark Capture Regata fh Sendpoint Merchant Capture SSTUATIV Change Password Administration Registration Deposits Mist M0951300emo v Scanners Mantek Excella STX 1x 10 Fill in the fields as follows Enter the PC name in the Machine Description field Select the correct location from the drop down list Select the appropriate scanner for use in capturing items from the drop down list Sendpoint Merchant Web Client User Manual 01 08 2 25 Using Sendpoint Merchant Web Client Using Sendpoint Merchant Web Client 11 Select Register 12 The Device Cab Install Security Warning dialog box appears Internet Explorer
32. irtual deposit ticket is created Ifthere are any failed items the Correct Items Web page appears displaying those items and their corresponding failures and exceptions If there are no failures the Balance Web page appears 20 If any exceptions exist within the deposit then the Correct Items Web page appears This Web page allows for items to be repaired for any of the following conditions Duplicate Captured Items e Missing an Assigned Amount e Additional Data Entry Required Image Quality Errors Sendpoint Merchant Web Client User Manual 01 08 2 27 Using Sendpoint Merchant Web Client 2 28 Using Sendpoint Merchant Web Client Considered as a Reject Analysis Field Type Duplicate Item Description If a duplicate item is captured then the user is presented both the current and original images for verification Only a user assigned the role of administrator can accept a duplicate item into the deposit Amount Recognition Failed User must manually enter the amount of the item if Sendpoint Merchant does not successfully identify the amount during capture Item Data Entry Allows for a user to enter data that will be assigned to the item in question User must enter data for any field highlighted in yellow however any field that is not highlighted in yellow is optional Image Quality Exceptions Lists all of the image quality and usability error associated with each item O
33. mplete This option allows an administrator or supervisor to configure a user s e mail assign deposit accounts and roles To edit the user properties follow the instructions provided below Merchant Capture Administration Windows Internat Explorar TR a 3 pr dre road mA com Merchant ap y admit atm anpe vit x t W Be d Merchant Caghare Adeiresation Vos Gre Help Logout Sendpoint Merchant Capture SELUATIV Change Password Administration dministration Reset Duplicate History o Delete Edit Unlock Enabla Disable Reset Password User Name Lost Password Changed Date Provider Name ls Online Password Question X Uh y mi vara 1212 2007 114332 AM NekSenicalMemberhipProvidar True gt Greate Weer 1 Enter user data 2 Select Roteys 3 Assign Deposit Account s 1 N ava R W Tested sies i 1 Select the Edit icon to configure a user s e mail role s and deposit accounts To configure a user s e mail enter the e mail in the E mail field To assign unassign role s select unselect the appropriate role s To assign unassign Deposit Accounts 01 08 Metavante Corporation Using Sendpoint Merchant Web Client Set User Access Roles and Their Behavior Administration Note Having the Administrator role does not implicitly give the user the subsequent privileges For full access give the user all available roles Role Administrator Web Client Behavior Reset Duplicate
34. n Multi Factor Authentication Scenarios New User Scenario 1 Enrollment Enter the Login Screen Select Enroll in Multi Factor Authentication to be taken to the Secure Authentication screen MW Factor Authentic ation lapa Windows Internet Explorer G W E Hips farci resciress magedepostgsteesy com MAP actori thare storit art A W A Onaran Aztentaton Log Sendpoint Please erer your user name and click Login User 10 V you haven t yet enrolied you con enrol in Muln F actor Auihentci To protect your personal information we collect your password on a separate page 2 Select Begin Setup to continue to the next screen Otherwise select Sign Off to cancel this process and exit the application Mutti Factor Authentication Enroll What to Expect Windows Internet Explorer Gi E hitpriifdrect readness magedencatgatenar comMuti actorutherkcaberiwebcbentibefauk aspx v h 9 x D VE SE man rector authentication Enrol what to Dipact R A Grp Drake Sendpoint Set Up Secure Authentication Secure Authentication is a service to help protect you from fraudulent online activity It provides you with visual cues when you sign on so you know that you are on our website and it is safe to enter information Secure Authentication also helps us ensure that only authonzod individuals can access financial information online Setup is easy You simply Set up a picture and personal phrase Those visual cues a
35. n access financial information online Setup is easy You simply Sot up a picture and personal phrase These visual cues aro displayed when you sign on and are your assurance that itis sato to enter information Set up confirmation questions These questions may be asked during the signon process to confirm that an authorized individual can access financal information online Register your personal computer optional We osk that you register computers you commonly use to access your financial information online This authorization helps us ensure that only recognized locabons aro accossang your information onkne ETA 3 Select a category and then select your picture as an addition to your login data Multi Factor Aulhwedication Select Picture Windows Internet Explorer 6 E https Jiderct resdiness magedepostoatemy com Cerca rn w Xx de dl Pun Foctor Authonticaton Select Perro Mr PL Gr Sendpoint Set Up Secure Authentication Here s a list of pictures Click a picture to select it and return to the setup process Category Abstract lv Hi ee OT 2 Secure Authentication is vital in our efforts to prevent fraudulent activity If you cancel you ll lose the informabon you set up and will need to stan this process again 4 Enter the user ID and your personal pass phrase corresponding to the selected picture Note The user can also change the previously chosen picture on this screen as well Sendp
36. ndpoint Sign on to Merchant Capture Please enter your password and click Login Hi FO mis picture ond personal phrase ore displayed every time you access this page If you don t recognize them please contact us before you continue Password I Cancel Forgot your password If you ve forgotten your password you can reset it yourself and get signed en quickly vf Trusted stes Sendpoint Merchant Web Client User Manual 01 08 A 5 Multi Factor Authentication Scenarios Appendix A Multi Factor Authentication Scenarios Registered Enrolled Scenario 3 User Enter your user ID tutti Factor Authentication Logia Windows bternet Explorer G gt E Mtps fl rect readiness magodepostastemay com MA actor Authentic ationiWetert Del aut aspe Meter kim S D Mer hart Capture WebOenk fU menbersiog v Gb te x WEGE Emas Factor Atico Log Sendpoint Ploase enter your user name and cick Login User ID If you haven t yet enrolied you cen enecil in To protect your personal mforma on we collect your password on a separate page 2 Select Login to continue 3 Input your password Note Notice that if your computer is registered you do not have to answer your challenge questions before being able to input your password Multi Factor Authentication Show Picture and Collect Password Windows Internet Explorer Gr Y E mpsiidrect resdness magede ost gateway Com MF ctor thentcnenWebClent Detar pone Y Bh ty x
37. nly a user assigned the role of administrator can accept an image with image quality and usability errors Reject Item Exception Provides an explanation of why an item is labeled a reject An item can be considered a reject based on the following The item is a foreign for example the item drawn in Canada or Mexico The scanner is unable to successfully read the MICR The item routing number is not a valid U S number e To accept an exception item into the deposit all required data entry fields must contain data Click Accept once all required fields are populated with data If the choice to remove the item is made by selecting the Remove button the item will be removed and the operator will be asked to acknowledge and verify that this is what is wanted Note Any item that is removed can be recaptured If the recaptured item continues to fail and the user can not accept it then it must be deposited through traditional means within a paper deposit for example 01 08 Metavante Corporation Using Sendpoint Merchant Web Client Using Sendpoint Merchant Web Client Marcha Capture Correct Windows Internet Explorer LE Mtps lidrect resdiness magadepostgateway com MerchankCaphureWebClentJ C apkureTtem aspxDeposkTderatd 47b ac1a 4576 3941 dee1d3d d74 wi fp X We BE rrerchara capture Correct c E AA T Help Logout Sendpoint Merchant Capture Suar Vv Change Password Administ
38. ns Select your confirmation questions When you have provided answers for the questions click Continue setup These questions may be asked when you sign on to confirm that an akthorizad individual is trying to access financial information online When asked you must correctly answer these questions to sign on Please select a question Question Please select a question Answer Please select a question Question Please select a question Answer ContinueSetup f Trusted stes 7 Select Continue Setup to continue to the computer registration selection 8 The user has the option to Register this computer or Do not register this computer ll register Device Windows internet Explorer Gc Y v JE hrtpscfIdeect readiness magedepost gateway com M seten s thenticonienWebCentEresiQuesens i B y x W Sr Pun Factce authentication Enca Resgster Device m D Page Oro Sendpoint Set Up Secure Authentication Step 3 of 3 Register your personal computer We ask you to register personal computers thet you commonly use to access Merchant Capture Computers are registered using a cookie A cookie is a small text file that we save on your hard drive to help us ensure that only authorized indmiduals con access Merchant Capture On a registered computer you are not asked to answer questions when you sign on making it faster to access Merchant Capture We don t recommend registenng public computers or com
39. nt Enter the Login Screen Select Enroll in Multi Factor Authentication to be taken to the Secure Authentication screen Matti Factor Authentication Lope Windows leternet Explorer G E Mipit rosies magadepostal com VF actor Attenti ation Webber Ded a asp ebre IM chant Capture Weber Immedia v Bb x Po A GEO Mas Factor Authentication Log a 8 Sendpoint Please enter your user name and click Login User ID If you haven yet enrolled you can enecil in Multi Factce Authentication today To protect your personal information we collect your password on a separate page Y Trusted stes 2 100 gt A 16 01 08 Metavante Corporation Appendix A Multi Factor Authenticationi Scenarios Multi Factor Authentication Scenarios 2 Select Begin Setup to continue to the next screen Otherwise select Sign Off to cancel this process and exit the application Mutti Factor Authentication Enroll What to Expect Windows Internet Explorer Gi E Ntpscl drect resdnecs mbgedegcatosteriy com Pul actorhutherticatcriWebChent Defauk aepirt v B 47 x XE dr run actor authentication Enrol what to Dpat Sendpoint Set Up Secure Authentication Secure Authentication is a service to help protect you from fraudulent online activity It provides you with visual cues when you sign on so you know that you are on our website and it 1 safe to enter information Secure Authentication also helps us ensure that only suthonzed individuals ca
40. oint Merchant Web Client User Manual 01 08 A 17 Multi Factor Authentication Scenarios Appendix A Multi Factor Authentication Scenarios Mufti Factor Authentication Enroll Picture Prase Windows Internet Explorer CREME TO acco srt rat RE VE dr gmmFactce Auihenkestion Ervol Peture Phrase Sendpoint Set Up Secure Authentication Step 1 of 3 Set up a picture and personal phrase A picture has been salacted for you Piensa create your personal phrase and click Continue setup User Enter a personal phrase P Your personal phrase wil be displayed next to your picture when you sign on or change your password It must be at least 1 character and cannot include more than 40 characters Continue Setup Want to use a different picture Select one of the pictures shown below Hi Se ABRA 5 Select Continue Setup to continue to the challenge question selections 6 Ifthe user has already enrolled into MFA the user is shown the following error User ID lt username gt has already enrolled in Multi Factor Authentication Please contact your system administrator if you want to re enroll with the same user ID Mutti Factor Authentication Enroll Picture Phrase Windows Internet Explorer 6 E E https direct readiness imagedepositgateway com MultiFactorAuthenticationWebClent EnrolPicPhrase aspx Re x Bx na _ z Ve abr Multi Factor Authentication Enroll Picture Phrase fpc OE Page C Tools Sen
41. puters you use infrequently When you use these computers we will ask you additional questions before you sign on to protect your information Please select an option for this computer and click Continue setup Register this computer Check this opbon 4 you commonly use ths Computer to access your financial information online We will save a cookie to this computer to identify it es a registered location for accessing your financial information Do not register this computer Check this opbon d you de not want to have this computer identified as a registered location for accessing your financial information instead additional questions will be asked when you sign on to protect your personal information Need to cancel Secure Authenticaton i vital in our efforts to prevent fraudulent activity If you cancel you ll lose the information you set up and will need to start this process again 9 Select Continue Setup to continue to the review screen Sendpoint Merchant Web Client User Manual 01 08 A 3 Multi Factor Authentication Scenarios Appendix A Multi Factor Authentication Scenarios 10 Preview and change any data previously entered Multi Factor Authentication Enroll Preview Windows klarnet Explorm LI CH v E htpscf deect readiness magedepost gateway com AF actors thentotenWebClentiEreoieggerme wv B x WE mm Factor authentication Errea Preview A D Page Oo Sendpoint Set Up Secure Authentication
42. ration Registration fina s 1044 2036508 0039875513 246 fio accmin zosmou rese W Deta v oreet apot Gure 21 When the last exception in the Correct Item Web page is corrected the Balance Web page appears Ifthe combined item total does not match that of the deposit then the deposit can be balanced and is eligible for submission Click Proceed to continue To edit the amount of an item select the item in the grid and edit the amount below the image Click Save to finalize any change Note If Save is not selected then any changes made will not be implementea Sendpoint Merchant Web Client User Manual 01 08 2 29 Using Sendpoint Merchant Web Client Using Sendpoint Merchant Web Client Merchant Capture alerce Wieden Internet Dapisese G gt E hits Grect readiness magedeposkosteway con Merchant agb re Web Clent apre Com ect asp DeposkIdenaGd647b ac1 a 4576 2041 deel d3d6d7 45 wits x XE pret Capire talee QD mesm Dra Help Logout uat Change Password Administration n Deposits H story Repor Sendpoint Merchant Capture Capture Deposit Account 0002 Sequence Amount AmountType Account Serial TranCode RoutingNum 0 01 Credit 1000002 98765 0 01 Debit 009876543 22 When the deposit is in balance the Review Capture Items Web page appears Click Finish Deposit to submit and close the deposit If you are finished entering deposits click Proceed to be sent to the Sendpoint Mer
43. re You Begin You can create new deposits update and modify any open deposits and review the history and detail of submitted deposits To use Sendpoint Merchant Web Client on your Internet intranet browser follow the steps described in this section Create a New 1 Be sure that your scanner is installed connected and powered on then Deposit launch your browser and enter the URL for Sendpoint Merchant Web Client The login screen appears Multi Factor Autheetication Login Windows Internet Explorer v E hips f deect rendiness mgedepositostevuvy com Mul acter Authentic NA Det aw DORA imei w f x Ar WE rai Foctor authentication togn mM D B L robe Sendpoint Please enter your user name and click Login User ID Ga If you haven t yet enrolled you can enn To protect your personal information we collect your password on o seporote poge f Trusted stes Muli factor Authentication Show Picture and Collect Password Windows Internet Explorer G Y E hips l drect resdness msgedeposkostesay comi Muti actor Authentic atioriWie gt ChentiDef rem v Gh 47 x NB FA Mai Factor Authentication Show Picture and Collect P 2 8 Sendpoint Sign on to Merchant Capture Please enter your password and click Login Sally sells see shells by the see shore This picture and personal phrase are displayed every time you access thes page If you don t recognize them please contact us before you continue Passwor
44. res Sendpoint Please enter your user name and dick Login User 10 bean If you haven t yet enrolied you can enn To protect your personal information we collect your password on a separate page of Trusted stes Lion gt 2 Select Login to continue to the challenge questions 3 Answer all four pre set questions correctly Gi Ye fe Hips recreare mayedepuetyak em com MU actor Ae cator be Chen Enr lr se asp Returni v D x YE Mai Factor Authentication Enroll Questions AC OL Tes eU Sendpoint Set Up Secure Authentication Step 2 of 3 Set up confirmation questions Select your confirmation questions When you have provided answers for the questions click Continue setup These questions may be asked when you sign on to confirm that an alihorzod individual is trying to access financial information online When asked you must correctly answer these questions to sign on Question Please select a question Answer Question Please select a question Answer Question Please select a question Answer Question Please select a question Answer GontmueSetup Sendpoint Merchant Web Client User Manual 01 08 A 9 Multi Factor Authentication Scenarios Appendix A Multi Factor Authentication Scenarios 4 The user is taken to the Password screen Mutti Factor Authentication Show Picture and Collect Password Windows Internet Explorer e Jw E Mtgssi rec readin
45. ro displayod when you sign on and aro your assurance that it is safe to onter information Set up confirmation questions Those questions may be asked during the signon process to confirm that an authorized individual can access financal information online Register your personal computer optional We osk that you register computers you commonly use to access your financial information online This authorization helps us ensure that only recognized locabons are accessang your information onkne Sao Sendpoint Merchant Web Client User Manual 01 08 A 1 Multi Factor Authentication Scenarios Appendix A Multi Factor Authentication Scenarios 3 Selecta category and then select your picture as an addition to your login data Pel Factor Authwedication Select Picture Windows Internat Explorer E heps ideect resdiness magndepostoateway com Actora spero weee v B ld x ra reco usna sea Puro ME MARI rod Sendpoint Set Up Secure Authentication Here s a list of pictures Click a picture to select it and return to the setup process Category Abstract Y m if DEI 2 Secure Authentication is vital in our efforts to prevent fraudulent activity If you cancel you ll lose the information you set up and will need to start this process again Done oo Trusted stes 4 Enter the user ID and your personal pass phrase corresponding to the selected picture Note The user can also change the previously
46. spell out state test E Click here you have forgotten your Challenge Questions 4 Select Continue to continue to the Change Password screen or Cancel to exit the application 5 Enter the new password data and select Save to log into the application Muti Factor Aufhertie sion Change Password Windows Internet Explorer o w E tercios nares annzadicost tian cte M atorrante v B 149 x ROGER Bai Factor Adheriication Change Password m 2 6 Sendpoint Change Password Now Pessword Confirm Password of Trusted stes 6 Ifthe user forgets the password or cannot answer the challenge questions it will be necessary to re enroll into MFA The user needs to contact the system administrator for re enrollment 01 08 Metavante Corporation Appendix A Multi Factor Authenticationi Scenarios Multi Factor Authentication Scenarios 7 Tf the user is locked out after three unsuccessful attempts the system administrator unlocks the user The user needs to go through steps 1 through 3 of this scenario The user can continue to use the same password once the account is unlocked by the system administrator Unregistered Scenario 5 Enrolled User Forgotten Password 1 Enter your user ID Mui Factor Authentication Lope Windows internet Explorer G gt E Mips fi rect ordnen magedepostgeteway com MA actor authentic alice Del a anpe Pebierithe IM en Cte ti mentenssiog Bh eX VE E RE MU Factor Aleta Logn Re e P
47. t a user from logging into Web Client clear the Enable Disable box Sendpoint Merchant Web Client User Manual 01 08 Administration Resetting Passwords Resetting Duplicate Item History Using Sendpoint Merchant Web Client This option allows an administrator or supervisor to reset a user s password To reset a user s password select the Reset link enter the password and select Save This option allows an administrator or supervisor to reset Duplicate Item History To reset the duplicate item history select Reset Duplicate Items 01 08 Metavante Corporation Registration Before You Begin This tab allows a scanner to be registered for capture to the local client PC as shown below Merchant Capture Registration Windows Internet Explorer G v E hitps l drect resdness megedepositgsteway comMerchantiapture WebClenkjCaptureiegstration aspi RegistrationsibS0f2a699c0610 vw y x NB Pechat Capture Registration WE KAN Took Help Logout Sendpoint Merchant Capture SSVUAT N Change Password A dmini atic Registration History Client Registration Machine Description Locabona M095130Demo Scanners Teller Scan 215 To Register a To register a scanner perform the following Scanner o Enterthe machine description computer name select a location and select a scanner 2 Select Register to complete the process Sendpoint Merchant Web Client User Manual 01 08 2 13 Regis
48. talling and using the Sendpoint Merchant Web Client application Before using Sendpoint Merchant Web Client you will need to acquire valid login credentials user name and password from the financial organization The minimum recommended configuration is as follows Pentium 4 2 0 GHz processor 512 MB RAM 40 GB hard drive e Network card Broadband Internet access USB 2 0 depending on specific scanner requirements Screen resolution 800 x 600 1024 x 768 recommended A check scanner connected to your workstation Currently supported check scanners include the following Note This list is accurate as of the publication date of this document This list of scanner devices is not a complete list of all possibilities after delivery Device testing is ongoing and devices are continually being added to this list Digital Check TS 210e TS 215 TS 220e TS 230 TS 4120 e Unisys MyVisionX UEC 7000 Canon CR 55 CTS LS100 Magtek Excella Excella STX Notes You will need to refer to the individual scanner manual for installation and setup instructions Sendpoint Merchant Web Client 2 5 only supports the following scanners with Windows Vista Digital Check TellerScan and Unisys MyVisionX Client software minimum recommended configuration is as follows Windows 2000 Service Pack 4 32 bit Windows XP Service Pack 2 32 bit Sendpoint Merchant Web Client User Manual 01 08 1 1 Getting Started
49. te Corporation Appendix A Multi Factor Authenticationi Scenarios Multi Factor Authentication Scenarios Notes An option to register the computer is available here as well Notice that if your computer is not registered you have to answer your challenge questions before being able to enter your password Mutti Factor Authentication Forgot Password Questions Windows Internet Explorer Co E hitpsif drect readness magedepostgsteray commu actorfuthertatiniebClent chowPiccelectin e Bx DJ VE Gr Eras actor authentication Forgot Password Questions AD dre ro Sendpoint Sign on to Merchant Capture To protect your personal information please answer the questions and click Continue Hi UAT7 A This picture and personal phrase are displayed every time you Access this page lf you don t recognize them please contact us before you continue In what state was your mother born spell out state Test What state were you bom in spell out state Test In what month is your mother s birthday Test 4 Type the password and select Login to log into the Sendpoint Merchant Web Client application or select Cancel to quit the application Multi Factor Authoetication Show Picture and Collect Password Windows kilernel Fxpiarer 6 LE hips fIdeect resdiness magedepost osten COM actor AthenticationWebClentDetast aspuRe v B e x W Ge run Fate authentication Show Picture and Colect P Mr E der tg Too Se
50. tration Using Sendpoint Merchant Web Client 01 08 Metavante Corporation Before You Begin View Deposit History Deposit History This tab allows viewing of the deposit history submitted and searching of deposited items as shown below Merchant Capture Deposit History Windows Internet Explorer G 6 hitps ljdrect resdness magedepositgsteway comiMerchantCaptureWebClentjDepositiistory aspx WE Merchant Capture Deposk Hstory Sendpoint Merchant Capture Change Password History o Username CapturedDate Note The user will see all deposits made to accounts and locations that they are authorized to view Note As of Version 2 5 a DebitCount column may be configured by an administrator to be displayed The field strictly represents only the number of debits in a given deposit This option allows the user to view the deposit history by selecting the link found in the left most column the field that appears in this position is customized by the financial organization When this link is selected the page changes to Deposit History Detail View From here selected item s deposit information appears in the Deposit Information panel Users can choose to generate and view the Selected Item Image Report Deposit Detail Report or the Deposit Detail Image Report Sendpoint Merchant Web Client User Manual 01 08 2 15 Deposit History Using Sendpoint Merchant Web Client Merchant Capture Deposit History Detail
51. u to a different domain than that in which Web Client itself runs If this happens please add those domain s also to the Trusted Sites zone by following the same steps listed here In addition to configuring the Web site for Sendpoint Merchant Web Client as a Trusted Site there is a sub setting that must be verified to ensure seamless operation of the Web client As seen in the attached screen sample you need to set Access data sources across domains to Enable under the Miscellaneous heading found in the Custom Level settings for Trusted Sites on the Security tab of Internet Options for Internet Explorer 01 08 Metavante Corporation Deployment Client PC Installation Internet Options Hustry leader in paper to payment and and everything es the world s eck and Bnagement and z organizations of Thought Leadership g insurance bperations General Security Privacy Content Connections Programs Advanced Select a zone to view or change security settings e amp 9 Internet Localintranet Trustedsites Restricted sites a This zone contains websites that you E trust not to damage your computer or your files You have websites in this zone This section offers ideas and information to help you run our business and meet your Security Settings Trusted Sites Zone Settings Security level for this zone
52. word as shown below Merchant Capture Change Password Windows Internet Explorer JO G a d https direct readiness imagedepositgateway com MerchantCaptureWebClient ChangePassword aspx y x Br W ft merchant Capture Change Password 25 dh Page Gtoos Help Logout Sendpoint Merchant Capture E UM change Password Admin stration Regis 6 ion Depos s H sto y Repo Password New Password Confirm New Password Change Password rusted sites R bor f Trusted sit amp 100 Reset the Password To reset the password follow the instructions provided below 1 Enter the current user password in the Password field 2 Enterthe new user password in the New Password field 3 Re enter the new user password in the Confirm New Password field 4 Select Change Password to complete the process Sendpoint Merchant Web Client User Manual 01 08 2 7 Change Password 2 8 Using Sendpoint Merchant Web Client 01 08 Metavante Corporation Administration Before You Begin This tab allows a user assigned the role of Administrator or Supervisor to perform the following functions Create a new user only available to the Administrator role e Remove an existing user only available to the Administrator role e Edit user properties e Set user access enabled or disabled Reset a user password e Reset Duplicate Item History Note The default columns within the Administration tab are Delete Edit
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