BankServ Getting Started Guide - Online Bank …

1 Getting Started Guide Version: Page 2 Table of Contents Before You Start .. 3 Installing the Remote Deposit application for use with Windows Vista/Windows7 .. 4 Running Programs in Microsoft Windows Vista/Windows7 .. 4 Logging into Remote Deposit and downloading the Universal Scanner Installer .. 5 About a scanner driver installer .. 8 About the Universal Scanner Installer (USI) .. 8 About OCR Plugin .. 11 Configuring your Scanner for use with Remote 12 Making a Deposit .. 15 Using the Search Features in Remote Deposit .. 23 SEARCH DEPOSITS .. 23 SEARCH 26 REPORTS.

2 29 POSTING FILE .. 29 TABLE POSTING FILE FIELD DESCRIPTIONS .. 34 YARDI FILE .. 36 YARDI OUTPUT REPORT FORMAT .. 37 SAMPLE YARDI OUTPUT .. 37 Page 3 Before You Start Remote Deposit has the following Hardware and Software requirements: Windows XP: Processor Speed : 600 MHz RAM : 512 MB of system memory Hard Disk Space : 200 MB free space Operating System : Windows XP (with Service Pack 3) Internet Browser : Internet Explorer (Service Pack 3) or above USB : High Speed Internet Access : DSL or better preferred Windows Vista Business Edition: Processor : 1 GHz 32-bit (x86) RAM : 2 GB of system memory Hard Disk Space.

3 200 MB free space Operating System : Vista Business Edition Internet Browser : Internet Explorer or above USB : High Speed Internet Access : DSL or better preferred Windows 7 Professional: Processor : GHz 32-bit (x86) RAM : 2 GB of system memory Hard Disk Space : 200 MB free space Operating System : Windows 7 Professional Internet Browser : Internet Explorer or above USB : High Speed Internet Access : DSL or better preferred Note: This application is certified for use with 64-bit processors. Consult your customer support group to determine if your scanner is also 64-bit compatible.

4 To successfully complete the Remote Deposit setup you will need Administrative rights to the workstation. To verify that you are an Administrator or have administrative privileges for your workstation do the following: Windows XP: Open the Windows control Panel. Right-click on User Accounts and select Open. If Administrators is displayed in the Group column for your user name, you have administrative privileges. Page 4 Windows Vista Business Edition: Open Windows Start Menu Select the Setting option Select control Panel Select Change Account Type under User Accounts If your User Icon lists your username with Administrator, you have administrative privileges.

5 Windows 7 Professional: Open Windows Start Menu Select control Panel Select Change Account Type under User Accounts If your User Icon lists your username with Administrator, you have administrative privileges. Installing the Remote Deposit application for use with Windows Vista/Windows7 If you are using Remote Deposit on the Windows Vista Operating system, the scanner installation process will follow the steps detailed in the section: Logging into Remote Deposit & Scanner Setup (see page 7) of this Guide . You will notice some additional Vista specific prompts as explained and illustrated below.

6 Each time you receive one of the Vista specific prompts, simply agree to the change to continue. Running Programs in Microsoft Windows Vista/Windows7 One of the primary differences between Microsoft XP and Vista is the way you access your programs. Microsoft Vista uses two additional security features called User Account control (UAC) and User Interface Privilege Isolation (UIPI). These features aim to improve the security of Windows Vista by restricting programs to standard user privileges unless the administrator specifically authorizes an increase in privilege level.

7 In other words, a user can navigate Windows freely, but will need to individually authorize certain programs launch or access system files. Please note that during the installation of your check scanner, you will receive permission prompts. Each time you receive one of these prompts, simply agree to the change to continue. UAC Example: Page 5 UIPI Example: If a technical support group handles software installations for your workstation you should coordinate your Remote Deposit installation with them before proceeding through the steps outlined here to ensure a successful install . Remote Deposit utilizes an activex control to interface with the scanning device you ll install on your workstation.

8 Without the activex control Remote Deposit will not be able to scan checks. Your Internet Explorer (IE) Security Settings as well as the settings of other Pop-up blockers or Security applications, like Norton or McAfee, may impact your Remote Deposit installation. The Remote Deposit activex Controls are marked as safe and are designed to work with Internet Explorer 7 and 8 default Internet Security settings. If your Company s Internet Policy is more restrictive you should have your Technical Support Group perform the installation or coordinate to have them on stand-by for your installation should you need their assistance.

9 The Internet Explorer (IE) Internet Security Settings documents in the Remote Deposit User Guide are available to help you validate your IE settings to ensure that the Remote Deposit activex control is successfully downloaded. Your settings should mirror those in the documents for best results. For other pop-up blockers or security applications please refer to their respective User Manuals. Logging into Remote Deposit and downloading the Universal Scanner Installer Page 6 Launch Internet Explorer and enter in the address line. Enter the Remote Deposit username and password supplied by your representative, then press ENTER or click on the LOGIN button.

10 Page 7 1. The first time you log in the application will ask you to change your password. When the following page appears, select the ADMIN tab. 2. Select the link listed next to STEP 1: Select the link CLICK HERE to download the Scanner Installation wizard. For some of the scanners it will launch a single scanner installer, and for some of them it will launch Universal Scanner Installer (USI) Page 8 About a scanner driver installer A Scanner Installer is a wizard which navigates you through a particular scanner installation process. Generally, you will complete the installation by clicking continue until the installation is complete.