SendPoint Merchant Smart Client
Contents
1. Creating a Smart To create a Smart Client shortcut on your desktop do the following Client Shortcut 1 Intheleft hand corner of the toolbar click Start pero 2 In All Programs navigate to Remote Deposit Capture gt Merchant Smart Client 3 Right click on Merchant Capture 4 Highlight Send To and click Desktop You can now launch Smart Client by double clicking the icon on your desktop SendPoint Merchant Smart Client User Manual 10 10 1 9 Smart Client Installation Getting Started 1 10 10 10 FIS Before You Begin Logging In Logging in to Smart Client This section contains step by step instructions for logging in to Merchant Smart Client Before completing these steps ensure that your scanner driver is installed connected and turned on Note If you have not downloaded Smart Client and registered your workstation complete the appropriate tasks described in Smart Client Installation Password Messages During the login process a password event can occur that prompts you to change your password Invalid user or password Non conforming password New account reset e Administrative password reset e Password expired Password expires in X number of days Ifyour password expires within a certain number of days you have the option to change it immediately or later Offline Mode An offline connection occurs when the connection to the server could not be established during login2. The Deposit Process Correcting Items Removing an Item To remove an exception item do the following 1 Click Remove 2 Click Yes Note Any item that is removed can be recaptured by returning to the Capture page of the Deposit Wizard If the recaptured item continues to fail and you cannot accept it the item must be deposited by traditional means such as paper deposit Replacing an Image To replace an image do the following Note Replacing an image does not delete or update the item s details 1 Click Replace Image 2 On the confirmation page click OK 3 Load the item into the scanner The item scans automatically SendPoint Merchant Smart Client User Manual 10 10 3 11 Correcting Items 3 12 The Deposit Process 10M0 FIS Balancing the Deposit Before You Begin This section provides step by step instructions for balancing a deposit Ensure that your scanner is installed connected and turned on The Balance Page The Balance page is split into the following areas Image display Shows the front image ofa selected item You can rotate the image and adjust its display size as well as adjust the selected item s amount or remove it from the deposit Item information Contains detailed information about each captured item including the number and total amount of credits deposit tickets and debits checks Deposit Details Contains detailed information about the current deposit Fin Tech H
3. Role Privileges Depositor Transmit and finish deposits own deposits only View reports own deposits only View closed deposits own deposits only Reset own password Mark items Find items View own scanner information Update deposit approval status Operator Create capture correct and balance deposits View list of closed deposits own deposits only Submit deposits own deposits only Reset own password Mark items View own scanner information Update deposit approval status Note Privileges granted to all roles except the reviewer role are limited to the deposit accounts assigned to that user To perform functions of the depositor role the user must also be assigned the operator role Main Menu The main menu provides access to the following functions Name Function File Home Returns you to the Smart Client Home page File New Deposit Allows you to begin creating a new deposit File Exit Exits Smart Client Tools Mark Items Allows you to endorse a message stating that an item has been previously captured to a deposit Tools Reports Allows you to generate available reports Tools Find Items Allows you to search for captured items Tools Scanner Provides information about the registered scanner Information such as name brand model library and current status You also have the ability to reset the scanner if necessary Tools Register All
4. SendPoint Merchant Smart Client User Manual FIS Original Publication 1 08 Revision 10 10 2010 Fidelity National Information Services Inc and its subsidiaries All rights reserved worldwide This document is protected as a trade secret and under the copyright laws as the property of Fidelity National Information Services Inc Copying reproduction or distribution to third parties is strictly prohibited 10 10 FIS Table of Contents E Getting Started System ReguirementSs 1 1 Smart Client Installation 1 3 Logging in to Smart Client 1 11 Multi Factor Authentication 1 13 FA General Information The Home Page noc E Ea a EE E E 2 1 RODONS tii en pee hye e iaia ad oe a eA 2 11 Mark AAA ok eh E etn ea hag E ae OE ade 2 17 Find MOMS ataca id oe eas Ri ede Win oie ded lece dee ba eee 2 19 The Deposit Process IntroductiONY hig cede pia red 3 1 Creating a Deposil aane t a a a eee 3 5 Capturing IteMiS ssa a alia i 3 7 Correcting Items 3 9 Balancing the Deposit 3 13 Finishing the Deposit 3 17 SendPoint Merchant Smart Client User Manual 10 10 i Table of Contents 10 10 FIS Getting Started 1 10M0 FIS Client Hardware Configuration Supported Scanners and Operating System
5. e Finishing the deposit The Deposit Wizard Capturing correcting and balancing occur within a Deposit Wizard At any point during the wizard you can capture items by clicking Capture You then may need to correct the additional items and re balance the deposit You can click the Home icon during the Deposit Wizard to exit the deposit The deposit remains in its current status You can then return to the deposit at a later time to complete any remaining tasks Modifying Deposit Information During the Deposit Wizard you can modify deposit information contained in the Deposit Details portion of the page by clicking Modify Fields may vary by organization Note Existing virtual deposit tickets will not reflect a deposit account change you will need to delete the existing virtual deposit ticket and create a new one If virtual payee endorsement is allowed you cannot change the deposit account for an active deposit Deposit Details Status Balance Date 4 22 2008 12 5 Items 11 Tracking 635 776 709 Control Total 1 000 00 Check Item Total 0 00 Difference 1 000 00 Deposit Ticket Total 0 00 Employee ID 70244 Store ID 112 Modify SendPoint Merchant Smart Client User Manual 10 10 3 1 Introduction Deposit Approval Task Summary The Deposit Process The Deposit Approval feature changes the deposit workflow a
6. Report specify an account number for this report You also have the option to include custom fields if applicable Merchant Reports Cites Report Name Depost Summary Report v Deposit Summary Report Account Number Quero From 91132010 to 911512010 Date 91152010 Stat Date 09 1 2010 v Customer Test Smart Chart End Date Deposit Total Number of Debits Deposit Status 08 15 2010 Mi 94 2010 10 00 51 PM 314 317 90 0 00 TT Include Custom Fields 94 2010 10 15 57 PM 889 645 162 91212 sm 2 E Generale Repot de a ae a IA a o jih Deposit Image This report provides a detailed summary of an individual deposit and includes Report front and back images in a 2x3 layout The Front Only option displays only SendPoint Merchant Smart Client User Manual 10 10 2 13 Reports General Information Item Detail Data Report 2 14 front images The 1x3 option displays only front images in a 1x3 layout providing larger images per page Merchant Reports Caia RepartName Depost Detalimege egos Depor 2 21 2007 71 4 14 5 bore Stat Dak cera 22007 a End Dale ear 12007 a Gonario apor Meter e Dra 714 14 714 14 This report provides all available field data for captured items within the specified date range You also have the option to include custom fields if applicable You can export the report by clicking Export Report P
7. but your credentials are the same as those authorized from the previous Merchant Smart Client session You cannot submit deposits or reset your password in offline mode File Encryption on Local PCs Smart Client encrypts data and images stored on local PCs to protect against unauthorized use The only way to access the data and images is directly through the application To log in to Smart Client do the following 1 Double click the Smart Client shortcut on your desktop SendPoint Merchant Smart Client User Manual 10 10 1 11 Logging in to Smart Client 3 Click OK 2 Enter your login information en 2 ce ey sete e 20 qu um Ea Cali emo te rene E gt E TA Please Enter Login Information UserName Password Warning This computer program is protected by copyright law and international treaties Unauthorized reproduction or distribution of the program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extent possible under the law Getting Started 4 Enter your multi factor authentication login information See the Multi Factor Authentication section in this manual for more information 10 10 FIS Before You Begin Enrolling in MFA Multi Factor Authentication Multi factor authentication MFA can help prevent unauthorized access to Smart Client MFA requires users to set up a picture personal phras
8. listed first This report is only available if your organization uses the Deposit Approval feature A i y yn F f Merchant Reports Cira 4 Papai Nowe Pending Piedad Surrey Repor V E Genus Repot I EEE ee Tamh mondo ade ahaa Bed an Al Va ai g Bh Ah A cl tp a a MS i ENE NONE TNA q ST a te a SEO A TO o cm mg O A eto la ers Bea recites Pending and Rejected Deposits Summary Report Date 11 17 2008 Propared by merchant Last States Update 11 17 2008 6 13 PM 4 Data Operator Rojocted Data Approver Na of Dobits Deposit Total 408 743 905 1 17 2008 Rob Daposit 11 17 2009 Ago 2 Pending and Rejected Deposits Summary Report Date 11 17 2008 Propared by merchan Last States Update 11 17 2009 6 19 PM PT sg Semi Date Operator 519 359 005 11 17 2009 Rob Daposit SendPoint Merchant Smart Client User Manual 10 10 2 15 Reports General Information 2 16 10 10 FIS Mark Items Before You Begin This section provides step by step instructions to use your scanner driver to print message text on the front of physical items This message alerts deposit handlers that these items have already been electronically processed and helps to prevent duplicate capture All items that have been marked using Mark Items should be either temporarily stored or destroyed based on the instructions of the financial organization supplying Merchant Smart Client Before completing these s
9. of a selected item You can rotate the image and adjust its display size Item information Contains detailed information about each captured item e Deposit Details Contains detailed information about the current deposit Eje Took tp 2 E PRG o Home itm proa RR teh tens lt li see F Fra rens Deposit Details F Deposit Wizard Accor 0002 amp Capture Eli Corect Balance 7 Suba Capao froma AAA tock 730 Hlave O Dae 1 8 2009 1 41 PH x NON ETE r Deposit Orly 2 951 UAT IV Control Total To the Aecbunt OF 1000002 3001 ow 28 01 08 2008 Chick llem Total e 000 2L Deere UR TA o a num Mess 1900 Degon Ticket Total i 4000 we ICA AVIO uti PERS 5040000 ar Dizh bhise 120 v CaptureSeqancs Amount Anount Type Account Soral TronCods RovtingNumba AnalpsisStada an Using virtus paee e endorsements the or 1 s inkoenstion i Y car ba mod i Depost o Fi Home II Stop Scanner Net mp Nodo MD AP gehen WO Ao ar al cai preve ra To capture items do the following 1 Load items into the scanner The scanner begins scanning items automatically 2 Ifnecessary click Stop Scanner to stop capturing items The button then changes to Start Scanner to resume capturing items 3 When all items have been captured click Next SendPoint Merchant Smart Client User Manual 10 10 3 7 Capturing Items 3 8 The Deposit Process 10M0 FIS Before Yo
10. password Mark items View own scanner information 10 10 FIS General Information Role Depositor The Home Page Privileges Create capture correct balance and finish deposits own deposits only View reports own deposits only View closed deposits own deposits only Reset own password Mark items Find items View own scanner information Finish user deposits that have operator role Operator Create capture correct and balance deposits own deposits only View list of closed deposits own deposits only Reset own password Mark items View own scanner information Note Privileges granted to all roles except the reviewer role are limited to the deposit accounts assigned to that user User Roles with Deposit Approval Feature The table below lists available user roles and associated privileges for organizations that use the Deposit Approval feature with Smart Client Role Privileges Supervisor Register merchant and password Reset own password Mark items View own scanner information Reviewer View reports all deposits and accounts on workstation View closed deposits all deposits and accounts on workstation Find items Reset own password Mark items View own scanner information Update deposit approval status SendPoint Merchant Smart Client User Manual 10 10 2 3 The Home Page Main Menu and Toolbar General Information
11. to Pane delete submit or open the selected deposit You can hide the Deposit Details pane by clicking e ds Details link in the Sii Deposits pare ds metro ges A AP aa ALLE TT Account Conirol Deposit Ticket tt teme Check liem Tracking H Date Dilference Status MIT a gpa Man s a amn noy ee Adda or glo np klan da dea Note Data fields can vary according to your organization s settings Deposits Details contains the following fields e Account is the assigned deposit account number Number of Items is the number of captured items in the deposit Date is either the current date or the date the deposit was created Control is the deposit total entered during deposit creation Check Item is the combined amount of all the captured items in the deposit e Difference is the amount discrepancy between the deposit total and the captured item total Deposit Ticket is the amount of the virtual deposit ticket Tracking is the deposit s tracking number Status represents the current state of the deposit Capture Deposit is in the capture stage Correct Deposit is in the correction stage Balance Deposit is in the balance stage e Ready Deposit is balanced and ready to be transmitted Transmitted Deposit has been transmitted Status Bar The status bar indicates the security scanner and connection status penata di ALA Te e pa LIRA ARTT 2 8
12. 0 2 19 Find Items General Information Finding Items To find items do the following 1 Inthe toolbar click the Find Items icon The Find Items window appears Find Hems Please Speedy Seach Coma C Creston Dale Range Stat Dala End Date Item Tune n Additional Fiel Art o 40 00 Additional Fe seta Arcoune Trent loving Sequanos User Mame MIH NETU 2 In the Find Items window do the following Ifyou want to search a date range click the appropriate box and specify the range e Inthe Item Type field specify whether you want to include items deposit tickets or both all in your search e Specify any remaining criteria including the serial account transit routing seguence number custom fields or the user that captured the item s Note If your organization uses item level custom fields those fields will appear in place of Additional Field1 and Additional Field2 Click Search The Find Items Results page appears 3 To print an individual item s information do the following On the Find Items Results page select the item you want from the items list Click Print Selected Item Inthe Print Item window click Print 2 20 10 10 FIS The Deposit Process 10M0 FIS The Deposit Process Introduction The deposit process includes the following tasks e Creating a new deposit e Capturing items e Correcting items e Balancing the deposit
13. 10 10 FIS General Information The Home Page Security Status The security status can be either secured or unsecured A secured connection means all data received and transmitted is encrypted An unsecured connection means that all data received and transmitted is not encrypted which can pose a security risk Scanner Status The scanner status can either be ready or unknown A ready status means that the scanner is fully operational and ready to capture items in a deposit An unknown status means a complication with the scanner has occurred Items cannot be captured when the scanner status is unknown Connection Status The connection status can either be online or offline An online connection means that the server is responding and that Merchant Smart Client can transmit deposits and receive configuration updates An offline connection occurs when the connection to the server could not be established during login but your credentials are the same as those authorized from the previous Merchant Smart Client session You cannot submit deposits or reset your password in offline mode SendPoint Merchant Smart Client User Manual 10 10 2 9 The Home Page 2 10 General Information 10M0 FIS Reports Introduction Merchant Smart Client offers the following reports Deposit Detail Report All Deposits Detail Report Deposit Summary Report Deposit Image Report Deposit Image Report Front Only Deposit Ima
14. SendPoint Merchant Smart Client User Manual 10 10 3 17 Finishing the Deposit The Deposit Process e Ifyou transmitted the deposit you can close the Transmission Summary window To view the Deposit Detail report click View Deposit Receipt Transmission Summary K D Transmission Summary Lo 1 8 2008 1 43 PM Deposit Count 1 Deposit Account Status Oso 0002 Success View Deposit Receipt 3 18 10 10 FIS
15. and scanner use the login instructions in the Logging in to Smart Client section to begin using Smart Client SendPoint Merchant Smart Client User Manual 10 10 1 7 Smart Client Installation Getting Started 1 Launch the deployment Web page provided by the financial organization pese O rama copo ar marca O iii sierica dii PN MALA aaneen detect i Merchant Capture Home 1 Install Instructions 2 Download Driver 3 Web Client 4 Smart Client Smart Client Install Instructions f Smart Chent Instructions Fi Welcome to Merchant Capture Smart Client Install Merchant Capture p A First time users should follow these steps to complete the A solution designed to serve businesses with set up If you previously loaded your scanner drivers and single or multiple offices eliminating the transportation of paper deposits electronically modified your Internet Explorer settings please proceed to consolidate deposits from distant locations Logn gt improving cash flow and reducing the need for multiple bank relationships Additionally Follow these steps to complete the setup customers are no longer bed to branch hours for aos AREA 1 Review scanner installation instructions 2 Download and Install scanner drivers 3 Web Client Users Configure your IE settings and login 4 Smart Client Users Download the Smart Client Application ee eee Web Client Login Note The deployment page will vary base
16. art are Von Doli Da Repek O Item Detall Data Report Sist Dale UE v End Owe eer Y decir esc sito Bakad 5157 453 abc ed Sete DAS 2 13 2007 4 30 17 peter Uosruehes ee UPE M C nc atom Pd op EKOT aca et B93k9d1 5157 4s3e abc edet TA D Falte TA 1087790089 071 M i Alana 9939 4504103 Bdad od1 5157 4930 ab0c gt CATA DADA AMO A D Fate abdoas pacea naic Oca mM Ll zalet Batal Bidada prada dado 2 13 2007 4 38 17 00 Faso 1009ac35af2b 1083760088 OR TES M CEE Ode dddsadt S157 dado COMBE dad QNSMOOT 4 38 47 O Filio Orbsoealacte logarsocitaa LIFE NA M act onda Aa Fic E O a PE e LR UT 9 Falem biag a arlbTe Tesh M Pena dnega bin fecais lebama 2 13 2007 313931 10 Fate 191c24042174 DISAGI Acib 70766500 M basafi72 bs em Eb0e foca che obamae samana D Fate nienke deed Zrlb7e Tech PM Ubah eBeraabc footddoe bled4005 0c obean 2 13 2007 315931 D Fate Tondela proa drdb7oEEEKI M oC 529 2768 a GLE poki ne Cal OOS 6072101656430 2 16 4007 9 10 94 s M Rak go ii tl E a a 10 10 FIS General Information Export Data File by Layout Pending and Rejected Deposits Summary Report Reports This feature creates a comma separated value CSV file based on a selected layout This report is only available if export layouts have been defined for your organization When exporting the report you must designate a save location This report lists locally generated deposits that have a status of pending or rejected Rejected deposits are
17. available hardware setup configurations 2 Click the appropriate scanner driver installation link 3 Inthe File Download window click Save 4 Select a download location for the scanner driver and click Save 5 Navigate to and open the scanner driver folder 6 Launch the Setup exe file and follow the instructions in the Installation Wizard to complete installation Note The Installation Wizard and procedures will vary by scanner driver Follow each step carefully especially when connecting power to the scanner driver and the scanner to the workstation 7 Upon completion of the installation process click Finish Merchant Smart Client s external Web server needs to be added as a trusted Internet Web site Note Additional domains may need to be added Add External Web Server to Trusted Site List 1 Launch Internet Explorer 2 Select Tools 3 Select Internet Options SendPoint Merchant Smart Client User Manual 10 10 1 5 Smart Client Installation Getting Started 4 Inthe Internet Options window select the Security tab Internet Options General Security Content Connections Programs Advanced Select a Web content zone to specify its security settings V O Internet Local intranet Trusted sites Restricted sites Trusted sites This zone contains Web sites that you trust not to damage your computer or data Security level For this zone Custom Custom settings T
18. cture and personal phrase These visual cues are displayed when you sign on and are your assurance that it is safe to enter information e Set up confirmation questions These questions may be asked during the signon process to confirm that an authorized individual can access financial information online e Register your personal computer optional ve 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 E mulo O ma nt ARA e e a 4 Click Begin Setup 10 10 FIS Getting Started Multi Factor Authentication 5 Select a category and picture as part of your en ETOP ANON ety pes AA zm mn zve z somo e Set Up Secure Authentication T er na Here s a list of pictures Click a picture to select it and return to the setup t process Category Abstract vi H 4 HI Mp e eg NL a a SP a A Need to cancel 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 Notaro Ne afro serene LOI iii ie 6 Enter a user ID and personal phrase EEA te Jp TS ep een Set Up Secure Authentication step 1 of 3 Set up a picture and personal phrase i A picture has been selected for you Please create your personal phras
19. d on the individual merchants and available hardware setup configurations 2 Click the Smart Client link 3 Under Smart Client Install click Merchant Smart Client 4 In the File Download window click Save 5 Select a download location for the file and click Save 6 Enter your login information e 2 Le y pura rota e na net Cali f CARRA re me a TA Please Enter Login Information UserName Password Warning This computer program is protected by copyright law and international treaties Unauthorized reproduction or distribution of the program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extent possible under the law 7 Click OK 1 8 10 10 FIS Getting Started Smart Client Installation 8 In the Register Merchant Client window select your location and scanner Y Register Merchant Client Please update pour ocabon and S canner trom the available anions below x y Available Locations and Scannere ato 10mawed baad on pour log li you cannot find the conec vales for pou localon contact pour suppot repesetave Ste Infomation Please select pour current location from the fit of krava locations Otocoton emo Pieza select the model di scame cuisibh metallic on yous compio Sconnor Canon AS v Sa 9 Click Register Client Merchant Smart Client begins downloading and will launch when completed
20. deposit Ensure that your scanner is installed connected and turned on Depending on your assigned role and whether the organization uses the Deposit Approval feature you have the option to submit the deposit for approval or to transmit and finish the deposit For more information see Deposit Approval If you transmit the deposit using Smart Client the transmission summary appears and you have the option to view the Deposit Detail report Finishing the To finish the deposit do the following Deposit 1 Inthe Deposit Ready window click Submit Now to submit the deposit for approval or Transmit Now to finish the deposit as appropriate The specific button that appears is determined by your assigned user roles Deposit Balanced sp The current Depos it m Balance and ready for tranemezion Review Depost Ticket and select Trani Now to tarima the Deport madael ot Tiansm Later to retum Home Final Deposit Ticket o a Capture Processed Deposit Tracking amp 1552554 014 662004014 p gt Marcher Copos Depost Tht Deposit tone ChecksTotat 314 Test Smart Chert Account Number 4149679051 Orte 20100915 15 45 41 Amount 314 Les ston MOBILES TAR a CA s Transat Now y Tranumi Lotes Cancel 2 Do one of the following Ifyou submitted the deposit for approval and it was rejected read the approver s comments and repeat the deposit process as needed until the deposit is approved
21. deposits that have been rejected by the approver Open Deposit Displays created deposits that are not ready for transmission e Ready Displays corrected and balanced deposits that are ready for transmission e Transmitted Displays successfully transmitted deposits Returning to an Open Deposit You can return to an open deposit by double clicking the deposit or using the deposit s Arrow icon You are then taken to the task in which the deposit was left You can capture and correct items as needed before balancing the deposit For more information about the tasks in the deposit process see the Deposit Process chapter in this manual Modifying a deposit such as adding or removing an item after balancing but before transmitting causes the existing virtual credit to be deleted and the deposit to need re balancing A new virtual credit with accurate information is created when the deposit is re balanced If you are using virtual payee endorsements you cannot modify deposit information Additionally you can use the X icon to delete a deposit AI Depots v v Find Depost Hide Detals Sus Anton low Usemane CaptuedPocessmaDate Locaton Depot Toa CN AM Sa BA blas ag 100 MIN 0 bhe o ALA Ad ro A AE nih a Sd a a AN Aa A aa letta MoM tata a Note If you apply a filter the header changes to reflect the applied filter Data fields will vary according to your settings Find Deposits You can search for a si
22. e and confirmation questions to be associated with their user ID and password Register Computer Registering a computer for MFA allows you to bypass the confirmation questions when you log in and is recommended if you commonly use the same computer to access Smart Client If you are logging in to Smart Client and the computer is not registered you must answer the confirmation questions before you can enter your password When you answer the confirmation questions you have the option to register the particular computer Forgotten Confirmation Answers and or Password Registered Computer Ifyou forget your password you can click the Forgot Password link on the Sign on to Merchant Capture page You then have three attempts to answer all your confirmation questions correctly Ifyou answer the questions correctly you will be prompted to create a new password If you are not able to answer your confirmation questions your account will be locked after three failed attempts You then must contact the system administrator to unlock your account and then re enroll in MFA Unregistered Computer On an unregistered computer you must answer your confirmation questions prior to entering your password When you answer your confirmation questions correctly you can click the Forgot Password link to create a new password If you are not able to answer your confirmation questions your account will be locked after three failed attempts You then m
23. e Service Pack2or Pack1 32 Pack1 64 3 32 bit bit bit Digital Check TS 215 v v v v v TS 220 v v v v v TS 230 v v v v v TS 240 v v v v v TS 4120 v v v v v CheXpress v v v v v CX30 Epson TM S1000 v v v v MagTek Excella v v v Panini MyVisionX v v v v v VisionX v v v v v iDeal v v v v UniSys MyVisionX v v v v v UEC7011 v v v Note Panini iDeal scanners require the SendPoint Service Delivery team to create a virtual bank of first deposit BOFD endorsement 10M0 FIS Smart Client Installation This section contains step by step instructions for the tasks necessary to successfully install Smart Client These include e Installing Microsoft NET 3 5 SPI e Installing a scanner driver Adding Smart Client s external web server address as a trusted Internet Web site e Downloading Smart Client and registering your scanner and workstation Steps for creating a Smart Client shortcut on your desktop are also included Installing Microsoft Microsoft NET 3 5 SPI is a free download obtained from the Microsoft Web NET 3 5 SP1 site To download and install Microsoft NET 3 5 do the following 1 Open your Web browser and access the following Web page http www microsoft com downloads details aspx familyid AB99342F 5D1A 413D 8319 81DA479AB0D7 amp displaylang en Note A link to the Microsoft NET 3 5 Release Notes can be found in the Instructions portion of the Web page Links to other rela
24. e and click Continue setup a da gr pat User ID Enter a personal phrase Your personal phrase will be displayed next to your picture when you sign on or change your password lt must be at least 1 character and cannot include more than 40 characters BLE TOVORA a SAL ql BNO pl yr dl Continue Setup De tor a ca glo age na OS spo nano nena A patrio i ast 7 Click Continue Setup SendPoint Merchant Smart Client User Manual 10 10 1 15 Multi Factor Authentication 1 16 8 MANTO NOVA RIA VAN DV ap E gt PNE IN a pa pre 10 eine i pe Getting Started Select four challenge questions and answers a ULE mea mat once to PR do dado PO ae 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 authorized individual is trying to access financial information online Yhen asked you must correctly answer these questions to sign on Question Please select a question vij Answer Question Please select a question i Answer Question Please select a question v Answer Question Please select a question vj Answer ContinueSetup Need to cancel Secure Authentication is vital in our efforts to prevent ira e n ARA men mia iii ea eri gt Click Continue S
25. ed during the signon process to confirm that an authorized individual can access financial information online e 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 Saf MA ho ps sane scene di ne E E a td age AD jm UNNE o SendPoint Merchant Smart Client User Manual 10 10 1 17 Multi Factor Authentication Getting Started 4 On the Sign on to Merchant Capture page answer your questions select Register this computer and click Continue PON A en e A DINA mt ue E nao RELA mia pio Ree ney Sign on to Merchant Capture To protectyour personal information please answer the questions and click i Continue 4 it 3 H j This picture and personal phrase are displayed every time you access A this page If you don t recognize them please contact us before you continue z What is the house number of your last address 2 i In what town were you born town name only s 3 What is your mother s first name l what is the first name of your first niece nephew DS J 1 gt Register this computer Check this option ifyou commonly use this computer i to access Merchant Capture We will save a cookie to this computer to identify it z as a registered location and you will not be a
26. els P Homa EE neo Capan P Her tera ig event ES Fina tare Deposit Details T Deposit Wizard Arzak amp Capture Correct 21 Balance Statue Hitema Front Z 2 4022 2008 12 5 Tracking 535 778 708 ra Pini dab Control Total ve a aa ma ai smo P sicario Check Item Total LINO n namo Garau AOO AR LSAE 255 Diferen a 3009 Amount 109 00 X Remove SG Grayscale Dene NASTANE _ Sequence Tranamissiorkd TransmissionDate ItemTypeMame Balanceteve sm CK 1 ADD Empicyss ID CK GORE 7024 Store ID BPO Degc t Tickets 0 00 re de Bok Back ols Bakece Balancing a Deposit Deposits are unbalanced when the deposit control total does not equal the deposit items total You can balance a deposit by doing the following Updating the deposit control total to match the deposit items total Editing the amount of individual items to resolve the discrepancy between the deposit control and deposit items totals Removing an item to resolve the discrepancy between the deposit control and deposit items totals SendPoint Merchant Smart Client User Manual 10 10 3 13 Balancing the Deposit The Deposit Process When the deposit is balanced you are prompted to submit or transmit the deposit Update the Deposit Control Total To update the deposit control total do the following 1 Click the Balance button 2 Inthe Balance Adjustment window update the dep
27. equired Correcting Items The Deposit Process The Correction Page The Correction page is split into the following areas Image display Shows the front and back image of a selected item and allows you to rotate the image and adjust its display size You can also toggle between bitonal black and white and grayscale image displays Analysis Lists the reasons that caused the item to fail Correction panel Allows you to replace an item s image correct the item s information or remove the item Deposit Details ver 5555 Comet Accourk Status Ritem TI Date 4 22 2008 12 5 Tracking w 65776709 Coria Total 500000 Check Item Total 0000 Dilerenca sam Dance Ticket Total sam Employss D ried Store ID 112 E Deposit Wizard Deposit Details Contains detail information about the current deposit amp Capture 55 Correct Sp Balance CA o sa ADS ae 4 AA me e a7esuazue 4DOBI25 S 3659 Ina TR Inpul Fields ns Show Grayecale PavortlamatotUsable es Memorall sebe Amour Cheices linsarca Number Y Acco D ii Anasi and Come Required Fields Chek Accept to cominue al Replace Image Magione 0 cn a OT adam VIT Repairing an Item To repair an exception item do the following 1 In the correction panel update any field information that failed during capture 2 Click Accept 3 Click OK 3 10 10 10 FIS
28. etup Select Register this computer and click Continue Setup Note You still need to complete additional steps to register the computer after you have completed MFA enrollment 27 ese cem sa Set Up Secure Authentication dai Te Step 3 of 3 Register your personal computer Wve ask you to register personal computers that 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 individuals can access Merchant Capture AN 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 registering public computers or computers 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 option if you commonly use this computer to access your financial information online We will save a cookie to this computer to identify it as a registered location for accessing your financial information O Do not register this computer Check this option if you do not want to hawe 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
29. ge Report 1x3 Item Detail Data Report Export Data File by Layout Note Export Data File by Layout is only available if your organization has established data layouts Pending and Rejected Deposits Summary Report Note The Pending and Rejected Deposits Summary Report is only available if your organization uses the Deposit Approval feature Generating Reports You can generate reports by clicking the Reports icon in the toolbar You then select the report you want and complete its associated criteria Some reports have required unique criteria and are described in the report descriptions below For each report you can specify a start date and end date If you do not specify a date the report information for the current day is displayed When you have specified all the needed criteria for a report click Generate Report to view it Merchant Reports Criteria Report Name All Deposits Detail Report Start Date 09 13 2010 End Date 09 15 2010 TT Include Custom Fields Serate fm Mn 20 di SendPoint Merchant Smart Client User Manual 10 10 2 11 Reports Deposit Detail Report 2 12 Report Toolbar General Information The report toolbar allows you to perform the following functions Function Description Flip Page Displays the next or previous page Refresh Refreshes the active report page Print Prints the report Print Layout Displays a print preview of the report Page Layou
30. nd the behavior of user roles Before enabling the feature ensure all roles are assigned as appropriate User Role Impact Associated privileges for user roles vary depending on whether the organization providing Smart Client uses the Deposit Approval feature Deposit Workflow Impact The process to finish the deposit Task 5 is affected by whether your organization uses the Deposit Approval feature Finish Deposit without Deposit Approval Feature Ifyour organization does not use the Deposit Approval feature users assigned the depositor role can finish the deposit and transmit it to the financial organization Approvals are not required to finish a deposit Finish Deposit with Deposit Approval Feature If your organization uses the Deposit Approval feature users assigned the operator roles submit the deposit for approval When you submit a deposit in Smart Client the deposit appears on the Deposits page of Web Client in the My Open Deposits section with a status of pending until a Web Client approver approves or rejects the deposit Pending deposits cannot be edited Note If you have the operator and depositor user roles the deposit does not need approval and you can finish and transmit the deposit If the Web Client approver rejects the deposit the deposit returns to Smart Client with a rejected status and may include approver comments The Smart Client user that submitted the deposit must then open the deposit read the ap
31. ned on to create a deposit Your financial organization establishes the deposit information needed to create a new deposit Required fields are displayed in yellow Optional fields are displayed in white Creating a New To create a new deposit do the following Deposit 1 On the Home page click the New Deposit button The Create New Deposit window appears Create New Deposit Follow the steps below to begin a New Depost 1 Select Deposit Account CE Account 05698 v Enter Deposit Information 2 s Deposit Total 350 00 Location 1 v 3 Proceed to Capture Items Note This is a sample image Fields can vary according to your organization s custom fields 2 Select a deposit account or enter the account number to filter the list 3 Inthe Deposit Total field enter the expected total for the deposit 4 If your organization requires additional fields complete the remaining fields 5 Click Capture Items SendPoint Merchant Smart Client User Manual 10 10 3 5 Creating a Deposit 3 6 The Deposit Process 10M0 FIS Capturing Items Before You Begin Capturing Items This section provides step by step instructions for capturing items Ensure that your scanner is installed connected and turned on The Capture Page The Capture page is the first page of the Deposit Wizard and is split into the following areas Image display Shows the front and back image
32. ngle deposit or subset of deposits using the Find Deposits button When you perform a search the header changes to Find 10 10 FIS General Information The Home Page Deposits Results and lists the deposits that met your search criteria Use the Show field to return the display to All Deposits e PA se e ti gi AA Find Deposits Results Show mi Status AmtT otal ItemCount O S iki ma n netti gt Finding Deposits To search deposits do the following 1 Click Find Deposits The Find Deposits window appears Find Depasits k Please Spocily Search Cat Codice Dala Parc Start Date End Dale Staha Addlional Field Check hem Tola AddlinalFek K leme Account Tarak Roig Tracking User Mare Cha 2 To specify your search do the following e Ifyou want to search a date range click the appropriate box and specify the range e Inthe Status field specify whether you want to include open transmitted or all deposits in your search e Specify any remaining criteria including the check item total number of items custom fields and so on Note If your organization uses custom fields those fields will appear in place of Additional Field1 and Additional Field2 Click Search SendPoint Merchant Smart Client User Manual 10 10 2 7 The Home Page General Information Deposit Details This area contains detailed information for the selected deposit and buttons
33. o change the settings click Custom Level To use the recommended settings click Default Level Custom Level Default Level 5 Click Trusted Sites 6 Click Sites 7 Inthe Trusted Sites window type the address of the domain Example https www provider name com Trusted sites You can add and remove Web sites from this zone All Web sites in this zone will use the zone s security settings Add this Web site to the zone Web sites Remove Require server verification https for all sites in this zone 1 6 10 10 FIS Getting Started Smart Client Installation Downloading Smart Client 8 Click Add 9 Click OK 10 In the Internet Options window click Custom level 11 In the Security Settings window under Miscellaneous enable access to data sources across domains Security Settings Settings 3 Font download Disable Enable Prompt Miscellaneous Access data sources across domains Disable Enable Prompt Allow META REFRESH Disable Enable Allow scripting of Internet Explorer Webbrowser contre v ni Ll lt ill gt Reset custom settings Reset to Low vi 12 Click OK Before downloading Smart client and registering the workstation and scanner ensure that your scanner driver is installed connected and turned on Note If you have already downloaded Smart Client and registered your workstation
34. osit control total to match the deposit items total Balance Adjustment Generate Deposit Ticket The calculated Deposit Items Total does not match the Depost Control Total GLO The sum of all Deposit Items does not match the Deposit Control Total that was entered for this deposit Adjust the Deposit Control Total to the correct amount to proceed or choose Cancel to correct the Deposit Items Totals Deposit Items Total 7 0 01 Deposit Control Total 0 02 Difference 0 01 Generate Deposit Ticket Cancel 3 Click Generate Deposit Ticket Edit Individual Items To change the amount of individual items in a deposit do the following 1 Select the item in the items list 2 Change the item amount in the Amount field below the item image or within the Amount column for the selected item E Y gt Fret RTI a usage st 240 emo 100 00 3 14 10 10 FIS The Deposit Process Balancing the Deposit Remove Individual Items To remove individual items from a deposit do the following 1 Select the item in the items list 2 Click Remove rallo Lo dav A w 7 98725132 200343351 35 3 Click Yes to confirm SendPoint Merchant Smart Client User Manual 10 10 3 15 Balancing the Deposit The Deposit Process 3 16 10 10 FIS Finishing the Deposit Before You Begin This section provides step by step instructions for finishing a
35. ows you to register a new scanner 10 10 FIS General Information Information Pane All Deposits Pane The Home Page Name Function Tools Reset Resets all duplicate history Duplicate History Tools Reset Resets your login password Password Help Contents Displays the online user guide Help About Displays Merchant Smart Client application information Toolbar The toolbar provides quick access to the following features which are also available using the main menu Home New Deposit Mark Items Reports Find Items Fie Tools Help P Home ES nev Depost pi i nar tens dal Reports E find items an A m at rt mr ga This area displays branding information You can hide the information pane by clicking the Hide Info Pane link pa z Dr AA paj pe Whew This area contains information for each deposit that has been created This includes deposits that have been transmitted are ready to be transmitted or are currently active You can use the Show field to apply the following filters to the deposit list e All Deposits Displays all local deposits SendPoint Merchant Smart Client User Manual 10 10 2 5 The Home Page 2 6 General Information e Approval Pending When the Deposit Approval feature is enabled displays deposits that need to be reviewed by an approver e Approval Rejected When the Deposit Approval feature is enabled displays
36. personal information i 3 x 5 i gt 8 a S 5 5 Continue Setup i Need to cancel Secure Authentication is vital in our efforts to prevent Ra roast e eni asia fac GANG lai asbilistosantiamintarnation AP dp sd a il 10 10 FIS Getting Started Multi Factor Authentication 11 Review the information and make any necessary changes 12 Confirm your password and click Submit The enrollment confirmation appears which you can close Register the Computer 1 Launch Smart Client The login page appears 2 Click the MFS link Stamane et ye E TOT sete con AI Care to enroll If you haven t yet enrolled you can enroll in Multi Factor Authentication today O ri o PT a Mo ti Gs O 3 On the Set Up Secure Authentication page click pic seme mm a Ze Pia De PANO eet i ANE JAT Set Up Secure Authentication Secure Authentication is a service to help protect you from fraudulent online activity 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 pri NPA Setup is easy You simply Aa e 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 e Set up confirmation questions These questions may be ask
37. prover s comments and make the necessary corrections by repeating tasks 2 through 5 as necessary until the deposit is approved and transmitted You can include comments when submitting the deposit for reapproval Following is a summary of the tasks involved in the deposit process See the following sections for step by step instructions for each task 10 10 FIS Introduction The Deposit Process Note This represents the deposit process from start to finish Depending on the status of the deposit and your workflow you can repeat tasks two through four as needed Task 1 Create a New Deposit Select a deposit account Enter deposit information Task 2 Capture Items Load Items into the scanner Scan the items Task 3 Correct Items Review each exception item Repair and update the item or exclude it from the deposit Note If no exception items exist this task is skipped Task 4 Balance the Deposit Balance the deposit Note If the deposit is already balanced this task is skipped Task 5 Finish the Deposit Submit the deposit for approval if applicable Finish and transmit the deposit SendPoint Merchant Smart Client User Manual 10 10 3 3 Introduction The Deposit Process 3 4 10M0 FIS Creating a Deposit Before You Begin This section provides step by step instructions for creating a new deposit Your scanner driver must be installed connected and tur
38. rstand all the rights and restrictions described in the license terms You must accept the license terms before you can install the software MICROSOFT SOFTWARE SUPPLEMENTAL sas AA ao Press the Page Down key to ses more text I have read and ACCEPT the terms of the License Agreement DIDO NOT ACCEPT the terms of the License Agreement Y Send information about my setup experiences to Microsoft Corporation Details regarding the data collection policy Download File Size 54 MB Download Time Estimate 2 hr 12 min 56 kbps 14 min 512 kbps 6 Click Install A Download and Install Progress window appears and will close automatically when finished 14 10 10 FIS Getting Started Installing a Scanner Driver Adding External Web Server as a Trusted Web Site Smart Client Installation 7 Click Finish to complete the install You must have the appropriate scanner driver installation package provided by the financial organization and be an administrator on your PC to install a scanner For a list of scanners supported for use with Smart Client see Logging in to Smart Client Internet Explorer is required to complete the following steps Installation procedures will vary by scanner Therefore verify the steps for each scanner driver Install a Scanner Driver on your PC 1 Launch the Web page provided by the financial organization Note The deployment page will vary based on the individual merchants and
39. s SendPoint Merchant Smart Client User Manual 10 10 System Requirements This section lists the system requirements to support Merchant Smart Client System requirements include client hardware and software and supported scanner drivers The following is the recommended hardware configuration e Pentium 4 2 0 GHz processor or Core 2 Duo 1 86 GHz processor 1GBRAM e 40GB hard drive Network card Broadband Internet access Screen resolution 1024 x 768 USB 2 0 port For optimal performance a 3 0 GHz or Core Duo 2 33 GHz processor is recommended because of processing required for courtesy amount recognition CAR and legal amount recognition LAR Also additional RAM is recommended especially with scanner drivers faster than 30 dpm Smart Client supports Internet Explorer 6 7 and 8 for all the scanner and operating system configurations in the table below Microsoft NET 3 5 also needs to be installed Scanner Windows Windows Windows Windows Windows XP Vista Vista 7 32 bit 7 64 bit Service Service Service Pack 3 32 Pack 1 Pack 1 bit and 2 32 and 2 64 bit bit Canon CR 25 V V v CR 55 v v v CR 180 v v v CTS LS100 v v v v 1 1 System Requirements Getting Started Scanner Windows Windows Windows Windows Windows XP Vista Vista 7 32 bit 7 64 bit Service Servic
40. sked to answer guestions when you sign on making it faster to access your account information 3 Click here if you have forgotten your Challenge Questions A mm MA rr RA PAG de Mo IO mm mm as DD Mr MM a 5 Enter your password and click Login The computer is now registered and the confirmation page appears which you can close 10 10 FIS General Information PA 10M0 FIS User Roles and Privileges The Home Page This section explains the elements of the Home page and the various features that can be accessed The Home page is displayed after cach successful login and is organized into to the following areas e Main menu and toolbar Information pane e All Deposits pane e Deposit Details pane Status Bar The main menu toolbar and status bar are always visible You have the option to hide the Information and deposit panes Ele ok Heb Home EE enc gig tens A ascot End tne Homo Information All Deposits v p End Deposts Hide Dara st AmiTotal Deposid CoptusSogrencela e Segzredan henCost rpi ditions Deposit Details Contro 3 Deport Ticket Check len Tracking tt Diterence Stare Secu Status Secured x soe sta Urktomn Cornecton Sisus Onine 1243PM The roles assigned to a user determine what that user can access and the tasks that can be performed in Smart Client Administrator Role The administrator role can only be a
41. ssigned by FIS at the request of the organization The administrator role does not give that user the subsequent SendPoint Merchant Smart Client User Manual 10 10 2 1 The Home Page General Information privileges of the other user roles For full access the user must be assigned all available user roles In Smart Client the administrator can do the following e Reset duplicate item history if allowed by the financial organization e View and change own scanner information e Mark items Reset passwords Role Privileges The Deposit Approval feature affects deposit tasks and deposit workflow for the user roles but basic application tasks accessible from the Home page are minimally affected Privileges associated with each user role are listed in the tables below as appropriate depending on whether Deposit Approval is enabled For detailed information about how the Deposit Approval feature affects the deposit workflow see the Deposit Process User Roles without Deposit Approval Feature The table below lists available user roles and associated privileges for organizations that do not use the Deposit Approval feature with Smart Client Role Privileges Supervisor Register merchant and scanner Reset own password Mark items View own scanner information Reviewer View reports all deposits and accounts on workstation View closed deposits all deposits and accounts on workstation Find Items Reset own
42. t Allows you to adjust page options such as size margins and so on Export Allows you to output and save report data in CSV PDF or XLS format Zoom In Out Increases or decreases the display size of the report Find next Allows you to search for text within the report This report contains detailed information for a selected deposit during a specified date range If deposit and date ranges are not specified the current day s deposits are displayed You also have the option to include custom fields if applicable Maia Report Name Depost Detal Report Depost 9 14 2010 12 12 1 Items Start Date 09 13 2010 End Date 09 15 2010 TT Include Custom Fields From 9 14 2010 to 9 14 2010 Deposit Timestam 9 14 2010 100051 PM 10 10 FIS General Information Reports All Deposits Detail This report provides a list of all deposits You can display an individual Report deposit at a time to view its details You also have the option to include custom fields if applicable Merchant Reports Cheria Report Name Al Deponts Detal Report Stat Date 08 13 2010 End Date 09 15 2010 All Deposits Detail Report From 9 13 2010 to 9 15 2010 Deposit Timestamg 9 14 2010 100051 PM Deposit Date 9 14 2010 F Include Custom Fields Deposit Totak 31212 Tracking 314317598 m Generate Report Deposit Summary This report provides a detailed summary of an individual deposit You must
43. ted information for NET 3 5 are also on the Web page 2 Onthe Web page click the Download button A File Download Security Warning window appears File Download Security Warning Do you want to run or save this file Name dotnetfx35setup exe Type Application 2 82MB From download microsoft com e While files from the Internet can be useful this file type can potentially harm your computer If you do not trust the source do not run or save this software What s the risk Note A Microsoft Download Confirmation page may prevent the File Download window from being visible Minimize windows as needed to see the appropriate windows SendPoint Merchant Smart Client User Manual 10 10 1 3 Smart Client Installation Getting Started 3 Click Run A File Download Security Warning window appears Internet Explorer Security Warning Do you want to run this software Name dotnetfx3Ssetup exe Publisher Microsoft Corporation oe options While files From the Internet can be useful this file type can potentially harm your computer Only run software from publishers you trust What s the risk 4 Click Run Various progress windows appear and will close automatically 5 Inthe Microsoft INET Framework 3 5 SP1 Setup window read the license agreement and accept the terms IR Microsoft NET Framework 3 5 SP1 Setup Microsoft Welcome to Setup A net Fra mework Be sure to carefully read and unde
44. teps ensure that your scanner driver is installed connected and turned on Marking Items To mark items do the following 1 Inthe toolbar click the Mark Items icon er i Mark Items to La a anette 2 Inthe Mark Items window edit the endorsement text if necessary Mark Items Processed Item Information 1 Enter the information you want printed on each processed kem PROCESSED ELECTRONICALLY Insert checks into scanner facing backwards 3 Click Mark Items to start e Mark Items 4 dba za 3 Insert the items into the scanner facing backwards 4 Click Mark Items 5 When the items have been marked click Finish SendPoint Merchant Smart Client User Manual 10 10 2 17 Mark Items General Information 2 18 10 10 FIS Find Items Before You Begin You can search deposit history for items according to criteria you specify The results appear on the Find Items Results page On the Find Items Results page you can select an individual item to display its front and back images in grayscale or black and white and associated deposit information You can also print the selected item s information and the search results La et A put dt i A A CEER e Lot Lite Find Items Results Deposit Details Account Status H Items Date Control Total Hi Check Item Total Difference Deposit Ticket Total SendPoint Merchant Smart Client User Manual 10 1
45. u Begin Correcting Items This section provides step by step instructions for correcting exception items You can replace an item s image correct the item s information or remove the item from the deposit Performing a corrective action automatically advances you to the next exception item When the last item is corrected the deposit can be balanced Exception Items Exception items can be any of the following e Items with image quality errors e Items missing an assigned amount e Items considered as a reject e Duplicate captured items Items requiring additional data entry The table below describes the circumstances that qualify an item as an exception Analysis Field Type Image Quality Exceptions Description Image quality and usability errors are associated with the item such as a payor name or memo not being usable Amount Recognition Failed Amount recognition for the item failed Reject Item Exception An item is labeled as a reject such as The item is foreign for example an 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 Duplicate Item If a duplicate item is captured you are presented the current and original images for verification Item Data Entry SendPoint Merchant Smart Client User Manual 10 10 Item data is incomplete Fields highlighted in yellow are r
46. ust contact the system administrator to unlock your account and then re enroll in MFA MFA requires you to first enroll in MFA and then register the computer you commonly use to access Smart Client SendPoint Merchant Smart Client User Manual 10 10 1 13 Multi Factor Authentication 1 r ge a ape PNAD UMES VUGA a AO raza DA IADA OPARA Getting Started Enroll in MFA Launch Smart Client The following message appears because MFA is attempting to initiate before you have actually enrolled Multi Factor Authentication for Multi Factor Authentication prior to accessing the application i Multi Factor Authentication has failed Enroll and or register this computer If the problem continues contact your system administrator Please click here to enroll reqister for Multi Factor Authentication In the message window click the link to enroll in MFA The Smart Client Login Page appears On the login page enter your user ID and click Login The MFA Set Up Secure Authentication page appears eee oe nee ee elet 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 e Set up a pi
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