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  5. User Manual

Oak Telecom voxbox LE User Manual

Summary of voxbox LE

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    Wealth and investment management a guide to barclays wealth online banking latest enhancements 2. Secure messaging.

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    2 contents contents 2. Secure messaging 3 2.1 introduction to secure messaging 3 2.2 user setup 4 2.3 new functions 11 2.4 account services 12 2.4.1 close an account 16 2.4.2 change statement address 19 2.4.3 order copy statement 22 2.4.4 order new certificate or interest 22 2.4.5 order new cheque b...

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    3 2. 1 intr oduction 2. Secure messaging 2.1 introduction secure messaging introduces new functionality in our servicing capability for our corporate and intermediary clients. It provides greater security than email and enables you to: • send and receive messages in near real-time to and from our se...

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    4 2.2 user setup 2.2 user setup please note: 1. Users can obtain access to wealth online banking by completing the relevant sections of the integrated application form 2. Your business partner will set up your company within the system on a date agreed between you and your relationship manager 3. If...

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    5 2.2 user setup 4. Populate/update the corporate user’s details please note: to amend account opening permissions, click ‘services’.

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    6 2.2 user setup 6. Ensure ‘secure messaging’ is ticked 7. Scroll down until you see ‘secure messaging’ section 8. Tick if your organisation chooses to allow enhanced secure messaging to users, providing access to account services e.G. Account closure and/or change of address 9. Click ‘ok’ please no...

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    7 2.2 user setup 10. You will be returned to the ‘corporate user details’ screen, click ‘submit’ – the changes will then need approval by a second administrator 11. Repeat the user setup steps for all the users within your organisation as per your requirements for secure messaging and enhanced secur...

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    8 2.2 user setup approve users please note: 1. Users can obtain access to wealth online banking by completing the relevant sections of the integrated application form 2. Your business partner will set up your company within the system on a date agreed between you and your relationship manager 1. A s...

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    9 2.2 user setup 5. Click the ‘approvals’ tab 6. Select the user by putting a dot against their name 7. Click ‘approve’ to approve the changes.

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    10 2.2 user setup 8. Please sign using your online banking card and pin 9. You will be returned to the approval screen again 10. Repeat the above steps for all users requiring approval.

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    11 2.3 new functions 2.3 new functions the following new functions have been added to your navigation panes in wealth online banking 1. ‘messages’ allows you to see the secure messages you have sent to barclays 2. ‘account services’ allows you to perform account maintenance, e.G. Close accounts, cha...

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    12 2. 4 account services 2.4 account services ‘account services’ can be selected from the left navigation pane. This function will give you the option to request the closure of an account and to change statement addresses 1. You can close an account or change your correspondence address 2. An accoun...

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    13 2. 4 account services for an expanded selection of options, go to the account for which you wish to select the service and click on ‘services’ 3. Click the ‘banking’ tab 4. Click on the ‘account set name’ to see the account balances 5. In the ‘view balances’ screen you can view a list of accounts...

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    14 2. 4 account services 5. In the ‘view balances’ screen you can view a list of accounts and the balance for each 6. Click on any of the accounts you want to review.

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    15 2. 4 account services 8. You can choose from a range of secure messaging options directly from ‘account services’ 9. Choose any option by placing a dot against it and click ‘next’ 7. Click ‘services’ to use secure messaging for the account selected.

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    16 2. 4. 1 close an account 2.4.1 close an account 1. From the ‘account services’ screen choose ‘close an account’ 2. Click ‘next’ 3. You are at the first stage of the account closure process 4. Please review your account number, contact number and account balance (it must be zero in order to close ...

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    17 2. 4. 1 close an account 3. You are at the first stage of the account closure process 4. Please review your account number, contact number and account balance (it must be zero in order to close the account) 5. Press ‘next’ to move to the next stage please note that ‘close an account’ is only avai...

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    18 2. 4. 1 close an account 6. You are at the second stage of the account closure process 7. Please review your account number, contact number and account balance (it must be zero in order to close the account) 8. Press ‘send’ to move to the next stage please note that ‘close an account’ is only ava...

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    19 please note that ‘change statement address’ is only available to users with enhanced secure messaging privileges. 2. 4.2 change statement addr ess 2.4.2 change statement address 1. From the ‘account services’ screen, choose ‘change statement correspondence address’ 2. Click ‘next’ to proceed 3. E...

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    20 2. 4.2 change statement addr ess please note that ‘change statement address’ is only available to users with enhanced secure messaging privileges. You can click ‘cancel’ to exit at any time 3. Enter the new address 4. Click ‘next’ to proceed.

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    21 2. 4.2 change statement addr ess you can click ‘cancel’ to exit at any time 5. Please review the account number and new address 6. Please read the message on what is an acceptable address 7. Click ‘send’ to send the message 8. Your message has been sent successfully 9. Click ‘finish’ to complete ...

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    22 2. 4.3 – 2. 4.7 2.4.3 order copy statement please see section 2.6 ordering stationery 2.4.4 order new certificate or interest please see section 2.6 ordering stationery 2.4.5 order new cheque book/pay in book please see section 2.6 ordering stationery 2.4.6 stop cheque please see section 2.7 stop...

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    23 2.5 p ayment queries 2.5 payment queries 1. Click ‘view payments’ 2. Change the payment ‘status’ to ‘completed’ from the drop down menu 3. Click ‘display’ to view a list of completed payments 4. Click on any of the payments that you would like more information on 5. Click on ‘transaction query’ t...

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    24 2.5 p ayment queries 5. Click on ‘transaction query’ to proceed.

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    25 2.5 p ayment queries 6. Select the question(s) you have in relation to the selected transaction 7. Click ‘next’ to proceed.

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    26 2.5 p ayment queries 8. Once you have checked that your request is complete, click ‘send’ 9. Click ‘finish’ to complete your request 10. You will be returned to the original transaction screen.

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    27 2.6 ordering stationery 1. Click ‘order stationery’ 2. Select your chosen option 3. For example, to order a new cheque book, select this option 4. Click ‘next’ 5. Click the ‘select group’ drop down menu to select the account group for which you are requesting the cheque book 6. Click ‘go’ to popu...

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    28 2.6 or dering stationery 3. For example, to order a new cheque book, select this option 4. Click ‘next’ this option allows you to order a certificate of interest, statement copies or a new cheque book/pay-in book. Please note that you can also order stationery via account services 5. Click the ‘s...

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    29 2.6 or dering stationery this option allows you to order a certificate of interest, statement copies or a new cheque book/pay-in book. Please note that you can also order stationery via account services 9. Please select your stationery requirements (you can select both options if required) 10. Cl...

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    30 2.6 or dering stationery 12. Confirmation that your message has been sent to the bank and your request will be processed 13. Click ‘finish’ to complete your request 14. You can repeat this process for any other stationery requirement you might have e.G. Certificate of interest and/or a copy of yo...

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    31 2.7 stopping a card/cheque 1. Click ‘stop card/cheque’ 2. Please note the message on the screen and if your card is lost or stolen, please call the bank on this number immediately 3. If you want to stop a cheque, please click ‘next’ 4. Click the ‘select group’ drop down menu and select the accoun...

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    32 2.7 stopping a car d/cheque 4. Click the ‘select group’ drop down menu and select the account group for which you are requesting the cheque to be stopped 5. Click ‘go’ to populate the ‘select account set’ 6. Click the ‘select account set’ drop down menu and choose the account set, then click ‘go’...

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    33 2.7 stopping a car d/cheque 8. Please check the account number, and contact details for the account for which the cheque needs to be stopped 9. Select the reason why you want to stop the cheque 10. You can request to stop a single cheque, or all the cheques in the cheque book if the cheque book h...

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    34 2.7 stopping a car d/cheque 14. Please check the account number and contact details for the account for which the cheque needs to be stopped, along with the date of the cheque, the amount and payee 15. Click ‘send’ to submit your request.

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    35 2.8 gener al enquiries 2.8 general enquiries 1. Click ‘general enquiry’ 2. Choose ‘none of the above – i want to raise a general enquiry’ 3. Click ‘next’ 4. If your question relates to any of these options, please click on the relevant link 5. Click ‘next’ if your question cannot be answered by t...

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    36 2.8 gener al enquiries 4. If your question relates to any of these options, please click on the relevant link 5. Click ‘next’ if your question cannot be answered by the links above you can go back to the last screen by clicking ‘back’ or ‘cancel’ to exit..

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    37 2.8 gener al enquiries 6. Please check the account number to which your enquiry relates and type your question in the box provided 7. Click ‘send’ to submit your message.

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    38 2.8 gener al enquiries 8. Confirmation that your message has been sent 9. Click ‘finish’ to complete your request.

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    39 2.9 view, respond and delete messages 1. All messages between you and the bank are visible under the ‘messages’ tab 2. Over a period of time, the list of messages will increase and you may want to delete old messages 3. You can display your messages based on the search criteria you enter 4. Selec...

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    40 2.9 view , r espond and delete messages 3. You can display your messages based on the search criteria you enter 4. Select the account for which you want to archive or delete messages messages deleted by you are not physically deleted from the system. They are automatically archived and removed fr...

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    41 2.9 view , r espond and delete messages 5. All the messages sent by you will receive an automated response from the bank to confirm that the message has been received 6. You can click the reference id to view or respond to messages (please do not respond to any automated messages).

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    2.9 view , r espond and delete messages 7. If you want to reply to a message from the bank you can do this by typing your message in the box and clicking ‘send’ 8. You can close or delete the message chain by clicking the respective option. If the message is deleted, then you will no longer be able ...

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    Item ref: ibim2787. September 2014.