| 1. |
Key2Image Lockbox® CD ROM User Manual
Key2lmage Lockbox CD ROM TRAINING GUIDE For DocumentDirect Application Suite v1 3 Tr Last Update 5 17 02 Key2lmage Lockbox Page 2 Overview Key2lmage Lockbox is a new service for retrieving viewing and storing images of Wholesale Lockbox remittance documents Key2lmage Lockbox represents the name of the entire image product offering for KeyBank Wholesale Lockbox and includes all channels for image delivery such as CD ROM Internet KTT and Direct Transmission Image delivery via CD ROM is currently available effective May 2002 Internet delivery via the Key Total Treasury KTT web site for same day access to images is currently in development Direct transmission of images is a future enhancement The software that will be used to access and view checks and documents under Key2llmage Lockbox CD ROM will be DocumentDirect Application Suite v1 3 Application Suite is a Windows based program provided by Key s Enterprise Archive vendor Mobius Management Systems Inc Features of the software include e he compatibility of DocumentDirect Application Suite with Windows 95 Windows 98 Windows 2000m Windows NT 4 0 and Windows XP e MultipleTopic Index combinations that allow users to easily search for items based on criteria entered into the viewing software e Standard search fields which include Lockbox Routing Transit Check DDA Check Serial Deposit Date Batch Batch Sequence Batch Amount Check Amount Transaction Sequence and Transaction Item Sequence e Optional search fields which include Check Serial Customer Number Invoice Number Net Amount Payor Name Payor City and Payor State e ability of users to search for exact matches or ranges using Boolean logic such as Greater than or equal to Less than or equal to Between and Equal to e Additional convenience for users because the viewing software is loaded directly onto the CD instead of users having to download and install the viewing software onto every desktop PC The viewing software will automatically launch from the CD when loaded into the CD ROM drive Specific hardware requirements include e Intel Pentium or compatible 100 MHz processor Pentium 266 MHz or higher recommended 16 Mb RAM 32 or more recommended Key2lmage Lockbox Page 3 About this Training Guide This training guide is designed to acquaint users with the features of Document Direct Application Suite v1 3 and how to use Application Suite to search for Lockbox remittance documents It includes instructions terms and definitions After completing this guide users will be able to Load the CD ROM to launch Application Suite Understand the components of the EnterpriseQuery Searching By dialog box Search for an item Understand the components of the Search Results box View Lockbox Remittance Documents Use Navigation functions Exit Appli |
PDF Manual |
ENGLISH |