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Showing results for "Digital Banking"
1 - 10 of 24 resultsUsing soft tokens with digital banking
Resource Library Category (Digital Banking (Boston Private))
Get an overview of when you'll need a token to approve Corporate Payments and how to download and link the Symantec Soft Token app.
User guide for Corporate Edition
Resource Library Category (Digital Banking (Boston Private))
As a new user in Corporate Edition, here are resources to help jumpstart your use of the Digital Banking platform.
Corporate user management
Resource Library Category (Digital Banking (Boston Private))
Learn how to add/remove or modify your users in the Corporate Edition of Digital Banking
Dual control for digital banking user maintenance
Resource Library Category (Digital Banking (Boston Private))
Corporate clients can engage in an added level of security by enabling dual control for adding or updating a Digital Banking user’s role assignment. Read this article to learn how to change dual control settings.
Admin guide for Corporate Edition
Resource Library Category (Digital Banking (Boston Private))
A guide for new administrators within Corporate Edition that covers administrative responsibilities and links to key documentation for how to execute administrative duties effectively.
Recipient upload from batch
Resource Library Category (Digital Banking (Boston Private))
Recipient Upload from Batch
Foreign Exchange Rate Widget
Resource Library Category (Digital Banking (Boston Private))
Corporate Users may quickly calculate Foreign Exchange Rates directly from the Home Screen using the FX Widget.
Notify recipients of a processed payment
Resource Library Category (Digital Banking (Boston Private))
Have the Digital Banking Platform send your recipients a notification when a payment is processed.
Approval alerts for drafted payments
Resource Library Category (Digital Banking (Boston Private))
If you have approval entitlements for payments, you can register your preferred method of contact when a payment is drafted and ready for your approval.
ACH file import
Resource Library Category (Digital Banking (Boston Private))
Learn how to upload and create ACH Batches from a NACHA or CSV file.