Transcription of ANZ Transactive – Global Getting Started User Guide
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ANZ Transactive – Global Getting Started User Guide
ANZ Transactive Global Getting Started user Guide August 2018 Public CONTENTS Overview 3 About this Guide .. 3 Recommended system 3 Session timeouts .. 3 Logging 3 Further assistance .. 3 Accessing the System 4 Logging 4 Password criteria .. 5 Change your password .. 5 Forgot Password .. 6 Navigating the system 8 Workspace .. 8 Application Banner .. 8 Menu .. 9 Settings & Preferences .. 10 Download Centre .. 12 Contact .. 12 Help .. 12 Control Bar .. 13 Manage Folders .. 14 Grid Columns .. 14 Preview View mode .. 14 Workspaces 15 Manage Workspaces .. 15 Create a Workspace .. 15 Types of content .. 16 Adding content to Workspaces .. 17 Removing content from Workspaces .. 17 18 Favourite Accounts .. 19 Favourite Reports .. 21 Historical Balances.
anz transactive – global getting started user guide august 2018 public
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