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1 - 10 of 13 resultsUser 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.
Using 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.
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.
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 custom file import mapping
Resource Library Category (Digital Banking (Boston Private))
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 (Boston Private))
User Roles are created to control feature entitlements and dollar limits for one or more company users.
Corporate account list
Resource Library Category (Digital Banking (Boston Private))
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 (Boston Private))
Learn more about the available reporting suite and how to set up and run ad-hoc and scheduled reports.
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.
Introduction to wire payments and wire form fields
Resource Library Category (Digital Banking (Boston Private))
An introduction to making single and multi wire payments in the Digital Banking Platform, including terminology definitions.