Modify Electronic Document Enrollment and Notifications
Below is a step-by-step guide to help you navigate the electronic document settings in Online Banking in order to locate and modify these settings. You will learn how to enable or disable electronic documents by account, download documents in bulk, and choose which documents you want to view and receive notifications for electronically. These steps can be accomplished on both our Mobile app and Online Banking.
1. Select any account from your account list (it does not matter what account you select).
2. When viewing an account, select the ‘Settings’ option from the quick action menu.
3. Scroll to the bottom of the settings menu and select ‘Advanced settings’ within the Documents section. This button will take you to your electronic document settings for all your accounts.
4. The first page you will land on allows you to do a detailed search for documents and bulk download. Enter your search criteria and click 'Filter' to view results. Use the check boxes on the left and the download button at the top to conduct a bulk document download.
5. Select the ‘Sign Up/Changes’ tab to view your enrolled accounts. You can enroll and unenroll accounts from this screen. Once you are finished making your changes, select ‘Save Settings’.
Please note: Unenrolling an account will remove your ability to see documents related to that account in Online Banking. If you wish to see electronic document in Online Banking and continue to receive mailed statements and notifications, please reach out to our Solutions Center at 402.434.3456.
6. You can modify what documents you wish to view and receive notifications for electronically by selecting the expand icon next to any account. Enrolled document types will have a check mark next to the document name. To stop receiving electronic notifications for a document, this is where you can deselect it.
This is also where you can enable electronic delivery and access for your 1099-INT and other tax documents.
Please note: Unenrolling a document type will remove your ability to see the specified document for the specified account in Digital Banking. Some document types will be mailed to you if you disable electronic delivery.