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User guide for Corporate Edition

Resource Library Category (Digital Banking)

As a new user in Corporate Edition, here are resources to help jumpstart your use of the Digital Banking platform.

Using soft tokens with digital banking

Resource Library Category (Digital Banking)

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.

Admin guide for Corporate Edition

Resource Library Category (Digital Banking)

A guide for new administrators within Corporate Edition that covers administrative responsibilities and links to key documentation for how to execute administrative duties effectively.

Approval alerts for drafted payments

Resource Library Category (Digital Banking)

If you have approval entitlements for any corporate payments methods, you can register your preferred method of contact when a payment is drafted and ready for your approval.

Approving payments in corporate edition

Resource Library Category (Digital Banking)

Learn about the payment approval process if you have Payment Approval rights within the Corporate Edition of Digital Banking.

ACH custom file import mapping

Resource Library Category (Digital Banking)

Users can create custom mapping to import their ACH files in .csv format using the File Mapper tool.

Managing user roles

Resource Library Category (Digital Banking)

User Roles are created to control feature entitlements and dollar limits for one or more company users.

Notify recipients of a processed payment

Resource Library Category (Digital Banking)

Have the Digital Banking Platform send your recipients a notification when a payment is processed.

Corporate account list

Resource Library Category (Digital Banking)

The Account List feature offers an easy to use interface that enables you to dynamically manage your preferred view. Read more about it here.

Corporate information reporting

Resource Library Category (Digital Banking)

Learn more about the available reporting suite and how to set up and run ad-hoc and scheduled reports.