KeyImage Quick Start Guide
Contents
1. 4 gt Programs gt Keylmage Workstation menu or double click the Keylmage Inquiry shortcut icon on the desktop to launch the application The Poi tue an aici al FH 30 35 115 5 6 7 Inquiry window c When the directory listing of the CD in your drive opens click OK d Select Volume amp Index click OK and then click Yes 6 Click OK when Status indicates Import complete View check images a Select Search magnifying glass icon from the toolbar b Click Clear at the bottom of the Search Criteria window c Click Retrieve to list the first 40 check images or enter additional information to search for specific images d To view an item highlight it and click View or double click the item e An Image of the selected check will display in the Check Image_1 window Sorting search results by field one search result at a time a Right click the field heading on which you want to sort A 1 will be added to the heading name and the field will be sorted for the current 40 items on the screen You can sort by multiple fields by right clicking on additional field headings Subsequent heading names will be appended with 2 8 etc b To change sort order Select Options gt Sort Order gt Ascending or Descending from the menu Sorting your search results by field all search results a Select Options gt Global Sorting gt Enabled A checkmark next2. previous versions of Keylmage and installing the latest version of Keylmage software and documentation e Follow all prompts during the installation process e You may be asked to enter or confirm information Accept default settings by selecting the Next button or the OK button until the installation is complete If you change any of the default settings be certain to note your changes and save them for future reference Network installation of Keylmage Inquiry and Keylmage ARP software is now supported Refer to the Inquiry User Manual section 2 2 2 for details Contact support with any questions Installing the Keylmage Security CD The installation should start automatically when the Security CD is inserted If it doesn t follow these steps 1 Double click the My Computer icon on the desktop 3 Double click the setup exe icon e Running Security CD setup exe will walk you through the process of installing the latest version of Keylmage Security CD software and documentation to the computer 2 Double click the CD DVD drive ey e Follow all prompts during the installation process e You may be asked to enter or confirm information Accept default settings by selecting the Next button or the OK button until the installation is complete f you change any of the default settings be certain to note your changes and save them for future reference Launching the Keylmage Inquiry and Keylmage ARP Applications After successfu
3. to Enabled indicates that this feature is turned on b Select Options gt Global Sorting gt of Items to display the Global Sort Items Count dialog box This option allows you to set the maximum number of records to be sorted Note The maximum number of items you can select to sort depends on the amount of available system memory 6 To view multiple images Select Options gt of Images from the menu then select 1 2 or 3 images 7 To export your search results a Select Image gt Search to open the Search dialog box Enter the search criteria and click Export All b A dialog box will open Click OK to confirm that you want to export the items c The Export to Folder dialog box will open Click on the arrow to display a menu of drives and then click on the drive to which you want to store your data d The Export All dialog box will open displaying the default Export Batch Name You may use the default batch name or enter your own e The Export All dialog box will show the status of the export in the Status field The Cancel button will change to Done once the export is complete Click Done to clear the dialog box 8 To print the image index Select File gt Print Index from the menu 9 To exit the program Select File gt Close from the menu Keylmage ARP view your statement or reconciliation 1 Open Keylmage ARP Select the Keylmage ARP item from the Start gt Programs gt Keylmage Workstation menu or double c
4. 22225 Quick Start Guide KeyBank x Table of contents Keylmage Features Installation Installing Keylmage Inquiry and Keylmage ARP Installing the Keylmage Security CD Launching the Keylmage Inquiry and Keylmage ARP Applications Installing the CSC Security Certificate Keylmage Inquiry view check images Keylmage ARP view your statement or reconciliation Toggle between Keylmage Inquiry and Keylmage ARP Questions KeyBank x Keylmage features e Fast access to banking and reconcilement statements for all ARP accounts e Images of paid checks for the period indicated on the face of each CD e Indexing software that allows you to search for check images on previous CDs e The ability to use reports and statements to search for check images and streamline your research Installation Keylmage Inquiry and Keylmage ARP software can be installed from any Keylmage CD dated after 9 1 2009 or downloaded from our website at key com cashmanagement The following instructions will guide you through either installation process Pre Installation Complete the following steps prior to installing the Keylmage software 1 Log on to the PC on which you ll be installing Keylmage Software as a user with Administrator privileges 2 Close all other applications except your web browser if installing Keylmage from key com 3 It is not necessary to manually backup existing CD data The install process backs up
5. desired window icon at the bottom of the desktop screen 3 Select the minimize option from the top right corner of the desired window Questions If you need additional assistance please contact our Corporate Business Banking Center at either of the numbers below We re available Monday through Friday 8 00 a m 9 00 p m ET 216 813 3200 800 821 2829 KeyBank x Key com is a federally registered service mark of KeyCorp 2012 KeyCorp KeyBank is Member FDIC ADL4449
6. es should be displayed If Always trust macros from this source is grayed out click on Details The Digital Signature Details window will open Click View Certificate The Certificate window will open Click Install Certificate The Certificate Import Wizard window will open To continue click Next The Root Certificate Store window will open Click Next The Certificate Import Wizard window will open displaying the successful completion message Click Finish When the Security Warning window opens again close it A warning message will be displayed Click OK and then close Microsoft Word and launch Keylmage ARP The Security Warning Window will appear again with Always trust macros from this source enabled Check Always trust macros from this source and click Enable Macros This should prevent any additional warning messages from being displayed Installing the CSC Security Certificate Microsoft Office 2007 and Office 2010 If your system administrator hasn t installed the CSC Security Certificate you will see a Security Warning message when launching Keylmage ARP Microsoft Word Follow these steps to install the Certificate a b EN D Q O On the bar that says Security Warning Macros have been disabled click Options The Microsoft Office Security Options windows opens displaying Security Alert Macros message Click Show Signature Details In the Digital Signature Details window click View Certi
7. existing data to C Program Files CVBackup 4 If using more than one workstation with Keylmage with a shared data store be sure to set up Shared Local mode on ALL workstations prior to launching the application see network installation information below Installing Keylmage Inquiry and Keylmage ARP Installing Keylmage Inquiry and Keylmage ARP from CD Insert the KeyImage CD in the CD or DVD drive Double click the My Computer icon on the desktop Double click the CD DVD drive Double click the Installs folder icon a4 a Aa WwW N Double click the Keylmage13 exe icon e Running Keylmage13 exe will walk you through the process of backing up your data uninstalling previous versions of Keylmage and installing the latest version of Keylmage software and documentation e Follow all prompts during the installation process e You may be asked to enter or confirm information Accept default settings by selecting the Next button or the OK button until the installation is complete f you change any of the default settings be certain to note your changes and save them for future reference KeyBank x Installing Keylmage Inquiry and KeyImage ARP from the key com website 1 Keylmage software is available online at www key com cashmanagement 2 Click on the KeyImage Software Version 13 0 link and select Run from the dialog box e Running Keylmage13 exe will walk you through the process of backing up your data uninstalling
8. ficate In the Certificate window click Install Certificate In the Certificate Import Wizard window click Next In the Certificate Store window click the Place all certificates in the following store radio button and click Browse g In the Select Certificate Store window click on Trusted Root Certification Authorities and click OK Click Next on the Certificate Store window Click Finish on the Completing the Certificate Import window Click Yes on the Security Warning window Click OK on the successful import message window Click OK in the Certificate window Click OK in the Digital Signature Details window KeyBank x n You should still see Security Warning Macros have been disabled Click Options o The Microsoft Office Security Options windows opens displaying Security Alert Macros message Click the Trust all documents from this publisher radio button and click OK p Exit Microsoft Word and then launch Keylmage ARP Keylmage Inquiry view check images le KeyBank x Keylmage Inquiry and Check Image_1 windows Keylmage y i will open as shown ae Import the CD volume Be i This needs to be done once for each CD a Insert KeyImage ARP CD into your DVD CD drive Fae b Select Volume gt Import from the Keylmage ee 2 Open Keylmage Inquiry inim e eee 5 D be Ven fo mw Smo Len pim pe Select the Keylmage Inquiry item from the Start
9. lick on the Keylmage ARP shortcut icon on the desktop to launch Microsoft Word The Keylmage Inquiry and Check Image_1 windows will also be displayed The following toolbar will appear in Word for Office XP and Office 2008 Reference Serial For Office 2007 and Office 2010 the following Add Ins tab will appear in the Word tab area Insert Page Layout References Mailings Review View Developer Add ins Report Folder Bunch List Paid Date Bank RT Account Amount Reference Serial 2 Ensure CD information has been imported If the volume information from each of your CDs has not been imported refer to Step 2 under the Keylmage Inquiry section above 3 View additional statements and reconciliations a Select Report Folder from the toolbar b Enter the last four digits of the desired statement account number Ex 4567 stm 4567 rpt etc KeyBank x 4 Select statement information a Highlight the desired statement information paid date amount serial number etc and click the desired toolbar button b If the KeyImage Inquiry window does not display after selecting a toolbar option click the flashing Keylmage icon at the bottom of the desktop screen to view the desired check images Toggle between Keylmage Inquiry and Keylmage ARP The following three options can be used to switch between Keylmage Inquiry and Keylmage ARP 1 Press the ALT amp TAB keys at the same time to toggle between applications 2 Select the
10. lly installing Keylmage Inquiry and Keylmage ARP you can launch the applications by selecting Start gt Program Files gt Keylmage Workstation from the Start menu at the bottom of your Windows desktop The KeyImage Workstation folder includes shortcuts to the KeyImage Inquiry and Keylmage ARP applications and their User Manuals If you chose not to add desktop icons during the installation you can still create them as follows 1 Double click the My Computer icon on the desktop 2 Navigate to where the Keylmage software is installed usually C Program Files CV 3 Right click on the arp32 exe file Select the Send To menu item then left click the Desktop create shortcut menu item 4 Right click on the inquiry exe file Select the Send To menu item then left click the Desktop create shortcut menu item KeyBank x Installing the CSC Security Certificate Installing the CSC Security Certificate Microsoft Office XP and Office 2003 If your system administrator hasn t installed the CSC Security Certificate you will see a Security Warning message when launching Keylmage ARP Microsoft Word Follow these steps to install the Certificate a gt a 0 In the Security Warning window if Always trust macros from this source is not grayed out check the box and click on Enable Macros The Security Warning window will close automatically Close Microsoft Word and launch Keylmage ARP again No additional warning messag
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