Bank Manager
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      3. Bank Manager

      How to add Document Type to Consent and Audit Trail for Bank Manager integration

      This article goes over adding the Document Type to the Consent and Audit Trail to relay back in the exported index file to import into Bank Manager.

      1) Log in to ProSign Online

       

      2) Select Archive Settings from the main menu

       

      3) Click on Settings

       

      4) Select an Audit Trail or Consent document

       

      5) Enter the Document Type/Name in the Custom Field 1 field

       

      *****Repeat above steps for all Audit Trails and Consent Documents you'll be integrating to your imaging system