1. eLynx eDelivery and eSignature Service
Administrator Training
© 2013 eLynx. All rights reserved. Confidential

2. A Note on Getting Around the Tutorial
Before you begin, here are some tips on navigating through the training tutorial:
The Tutorial is designed to run in Slide Show mode. If it is not in Slide Show mode, please click the icon in the tool bar or click the From Current Slide option on the Slide Show menu.
The Navigation Bar at the upper right of every screen can be used to move between slides in the tutorial. See the descriptions to the right on this page.
You can step through the tutorial page by page by using your Page Down or Down Arrow keys, by clicking on the Next button on the Navigation Bar, or simply by clicking your left mouse button or pressing your Enter key.
The buttons and hyperlinks throughout the presentation will help you navigate to specific modules in the tutorial. If you follow a hyperlink, you can use the Previous button in the Navigation Bar to return to the last page visited.
Click HOME on the Navigation Bar from anywhere in the presentation to return to the Overview page.
On some slides you can roll over certain portions of the screen to display additional content.
You can save a local copy of this tutorial to review or share.
Navigation Bar
HOME
Home Go to Overview page (slide 3)
Previous Go to last slide visited
Next Go to next slide
End Go to the last slide (slide 34)
PREVIOUS
NEXT
END
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3. eLynx Services Administrator Training Overview
This is an interactive training module that describes the administrative functions available as part of the eLynx eDelivery and eSignature services integrated into Harland Financial Solutions LaserPro® and DepositPro®. Users can complete the training at their own pace, and focus on the administrative tasks that are most relevant to their roles. At the completion of the training, users should be able to do the following:
Manage users registered to submit documents to the eLynx service
Set up other Administrators and manage their permissions
Check the status of documents or packages submitted for delivery through eLynx
Manage any documents or packages that were not delivered successfully
Generate administrative reports
The training module is divided into three sections:
Installing the SwiftView Viewer
Covers installing the SwiftView Viewer, which is used to view documents submitted to the service
EXPDelivery
Covers administrative functions related to delivering closing packages or other documents to borrowers or third parties
eLynx Inbox
Covers administrative functions related to delivering documents to consumers, with or without eSignature
Click one of the buttons below to complete the corresponding session.
Install SwiftView
EXPDelivery
eLynx Inbox
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4. INSTALL SWIFTVIEW
Installing SwiftView
All eLynx service Administrators must have the SwiftView document viewer installed to view documents. If the viewer has not already been installed, the system will prompt the admin to install SwiftView when they log in. To see if the viewer is installed, click the Verify document viewer installation.
Click anywhere to continue with the tutorial.
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5. INSTALL SWIFTVIEW
Begin Installation
If SwiftView is not detected, you can begin the installation process by clicking the big blue button on the SwiftView Viewer Installation page.
Viewer installation is a simple process. For the most part, you just have to follow the prompts and instructions as they are presented. A progress bar in the upper part of each screen shows you the installation progress. Click the button above to see the subsequent screens.
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6. INSTALL SWIFTVIEW
Installation
The installation should start automatically. As shown on this screen, you may need to click the gold bar at the top of this browser window to allow the install. If a browser Security Warning dialog appears, please click “Install” to enable the installation.
When installation is complete, click the big blue button to validate the viewer installation.
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7. Installation Complete
INSTALL SWIFTVIEW
Installation Complete
If the following screen displays, the SwiftView Viewer is installed and configured correctly. Click Done to complete the installation.
If the Welcome to the SwiftView Viewer document does not display, follow the instructions for Manual Installation or visit the eLynx support page for more information and assistance. Click the Start button in the Navigation Bar to return to the Overview slide or click Next to begin the EXPDelivery Admin Training module.
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8. EXPDelivery Administrator Training Module
When you log in to the EXP Delivery Admin site, the main Admin screen displays. For EXPDelivery Administrator functions, make sure the Closing Network tab is selected. The main screen is divided into four areas. Roll over the highlighted areas for descriptions of each section.
Click one of the links below to learn more about each section, or step through all sections by clicking the Next button on the Navigation Bar or the left button on your mouse, or pressing any key on your keyboard.
Admin Functions
Search Users
Search Loans
Manage Account
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9. EXPDELIVERY: ADMIN FUNCTIONS
The left panel of the main EXPDelivery Admin screen contains links to the common admin functions. The admin will only see the functions they have permission to access.
View My Loans: Displays documents sent by the individual currently logged in as the admin. Invite Recipient to Register: Use this option to register a third-party recipient to enable them to receive document packages you send. Create Administrator: Allows for new admins to be added. At this time, whoever is setting up the new admin’s account may specify what roles and permissions should be assigned. Manage Undeliverable Packages: Enables the administrator to track packages that were unable to be successfully delivered. Reports: Run reports available for EXPDelivery. Note, the list of available reports may vary depending on the admin permissions and the features enabled.
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10. EXPDELIVERY: ADMIN FUNCTIONS
View My Loans
Selecting the View My Loans option from the main admin screen returns all EXPDelivery loans for the current user.
Filter and search options are available to refine the search
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11. Invite Recipient to Register
EXPDELIVERY: ADMIN FUNCTIONS
Invite Recipient to Register
When you click the Invite recipient to register link you will be able to enter the address of the third- party recipient and send them an invitation. The will contain a URL they can follow to register to receive documents.
If the recipient is an employee of your financial institution, check the box below the address. Checking this box provides an abbreviated workflow when the recipient retrieves the documents and indications that the deliveries are internal to the financial institution.
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12. EXPDELIVERY: ADMIN FUNCTIONS
Create Administrator
An admin that has the proper administrative permissions can create another admin. An admin’s functions can be as broad or as limited as the financial institution (FI) requires for the specific admin to effectively complete their tasks. Click Create New Administrator from the navigation bar located down the left-hand side of the administrative component’s home page. After doing so, admins will be taken to the page shown below:
Follow the prompts to enter the mandatory information for the admin that is being created. At this time, the admin setting up the new account will need to create a temporary password for the new admin. Password requirements are given at the bottom of the page. Please note: Communicate the password selected for the new Admins. Advise the new Admins to change their password after they login for the first time.
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13. Assigning Admin Roles and Permissions
EXPDELIVERY: ADMIN FUNCTIONS
Assigning Admin Roles and Permissions
When an admin is created, they can be assigned Roles and Permissions that will control what admin functions are available to them.
General Roles
Admin View Accounts: Search all admin accounts (for both the EXPDelivery and Inbox administrative components) and view properties such as account info, user info, and roles.
Error Site: View the list of undeliverable/failed packages or faxes. It is at this location where the admin can manually intervene to resend the documents and/or add comments.
Manage Admin Users: Create new admin accounts, assign roles, as well as change roles for existing accounts.
Closing Roles
View Agent Accounts: Search accounts and view properties such as account info, user info, roles.
View All Loans: Search loans for all accounts in addition to own loans
View Restricted Data: View restricted information such as bank name, routing number, and bank account number.
View Documents: View third party documents within loan packages (in addition to the delivery information).
Inbox Roles: See Inbox Admin Guide for additional information. These roles are not applicable to the EXPDelivery administrative component.
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14. RETURN TO EXPDELIVERY START PAGE
EXPDELIVERY: ADMIN FUNCTIONS
Closing Reports
RETURN TO EXPDELIVERY START PAGE
The Closing Reports section contains links to the various standard EXPDelivery reports. Note that the list of available reports may vary depending on the admin permissions and the features enabled.
Posting Summary: Allows the admin to see what and how many loans were posted in a specified timeframe. The information is filtered based on the roles assigned to the admin running the report. Posting Detail: Requires the same information to be entered as the Posting Summary report, but this report provides additional details such as borrower, address, and loan number. The information is filtered based on the roles assigned to the admin running the report. Prohibit Delivery: This report is generated based on any third party that has been flagged as a prohibit delivery recipient based on the discretion of the financial institution. The information is filtered based on the roles assigned to the admin running the report. Admin Report: Generates a list of admins and their respective roles. The information is filtered based on the roles assigned to the admin running the report. Package Status: The admin can run various queries through this report. Lists can be generated and filtered to show packages by their status (open or sent) or the report can be filtered to show packages associated with a specific third-party recipient. Entering the third party’s address will pull up all packages (and their statuses) sent to that party for a particular timeframe. The information is filtered based on the roles assigned to the admin running the report.
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15. RETURN TO EXPDELIVERY START PAGE
EXPDELIVERY: MANAGE ACCOUNT
Manage Account
RETURN TO EXPDELIVERY START PAGE
In the upper right corner of the screen, there is a drop-down menu with several options for managing your admin account.
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16. RETURN TO EXPDELIVERY START PAGE
EXPDELIVERY: SEARCH USERS
Search Users
RETURN TO EXPDELIVERY START PAGE
A user search returns all users that meet the criteria defined. Searches utilize wildcards to allow for partial information to be entered.
The users are displayed on the left of the screen by type. When a user is highlighted, the information about that user is displayed to the right on several tabs. These tabs, and the data they provide, are filtered based on the financial institution, the type of user and the roles assigned to the admin performing the search.
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17. RETURN TO EXPDELIVERY START PAGE
EXPDELIVERY: SEARCH LOANS
Search Loans
RETURN TO EXPDELIVERY START PAGE
A loan search returns all EXPDelivery loans for which the admin has access to, based on the roles they are assigned.
If the admin has selected View My Loans from the main admin screen, only their loans will be displayed in the search results. If they use the Search Loans box , the search results may include loans other than their own.
Filter and search options are available to refine the search
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18. Displaying Loan Information
EXPDELIVERY: MANAGE ACCOUNT
Displaying Loan Information
RETURN TO EXPDELIVERY START PAGE
Clicking the black arrow to the left of the date column will expand the loan and allow the user to view the package recipients.
Clicking the loan number will show additional detail.
The detail is shown on three tabs: Info, Documents, and History as shown below. Roll over the tabs below to learn about the details on each tab.
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19. Inbox Administrator Training Module
When you log in to the Inbox Admin site, the main Admin screen displays. For Inbox Administrator functions, make sure the Inbox Network tab is selected. The main screen is divided into four areas. Roll over the highlighted areas for descriptions of each section.
Click one of the links below to learn more about each section, or step through all sections by clicking your mouse or pressing any key on your keyboard.
Admin Functions
Search Users
Search Deliveries
Manage Account
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20. INBOX: ADMIN FUNCTIONS
The left panel of the main Inbox Admin screen contains links to the common admin functions. The admin will only see the functions they have permission to access.
My Deliveries: Displays deliveries sent by the individual currently logged in as Admin. Create Administrator: Allows for new admins to be added. At this time, whoever is setting up the new admin’s account may specify what roles and permissions should be assigned. Manage Undeliverable Packages: Enables the administrator to track packages that were unable to be successfully delivered. Reports: Displays reports available for Inbox. Note, the list of available reports may vary depending on the admin permissions and the features enabled.
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21. INBOX: ADMIN FUNCTIONS
Create Administrator
Follow the prompts to enter the mandatory information for the admin that is being created. At this time, the admin setting up the new account will need to create a temporary password for the new admin. Password requirements are given at the bottom of the page.
Please note: Communicate the password selected for the new admins securely. Advise the new Admin to change their password after they login for the first time.
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22. Administrator Roles General Roles
INBOX: ADMIN FUNCTIONS
Administrator Roles
General Roles
Admin View Accounts: search all admin accounts (for both the EXPDelivery and Inbox administrative components) and view properties such as account info, user info, and roles.
Error Site: View the list of undeliverable/failed packages or faxes. It is at this location where the admin can manually intervene to resend the documents and/or add comments.
Manage Admin Users: Create new admin accounts, assign roles, as well as change roles for existing accounts.
Closing Roles: These roles are not applicable to the Inbox administrative component. See EXPDelivery Admin Guide or click here for additional information.
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23. Assigning Inbox Roles Inbox Roles
INBOX: ADMIN FUNCTIONS
Assigning Inbox Roles
Inbox Roles
Consumer Manage Users: Search Inbox consumer accounts only; view consumer login information; have the ability to help consumers reset their password; update consumers’ authentication answers; disable consumers’ accounts. Please note that this role does not have privileges to view consumer documents.
Consumer View Accounts: Search Inbox consumer accounts only; view consumer login info. Please note that this role does not have privileges to view consumer documents.
Consumer View All Deliveries: View all Inbox consumer deliveries (delivery information only, not documents).
Consumer View Documents: View consumer documents (in addition to the delivery information).
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24. Manage Undeliverable Packages
INBOX: ADMIN FUNCTIONS
Manage Undeliverable Packages
Selecting Manage Undeliverable Packages will display information on all document packages that were unable to be delivered. The information is filtered based on the roles the admin is assigned.
Selecting a row provides details about each error being reported. Click here to see a detailed error report.
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25. RETURN TO INBOX START PAGE
INBOX: ADMIN FUNCTIONS
Error Detail
RETURN TO INBOX START PAGE
Selecting a specific error displays a pop-up window that allows the admin to add details as to how the error was handled. Roll over the highlighted error to display a sample pop-up window.
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26. RETURN TO INBOX START PAGE
INBOX: SEARCH USERS
Search Users
RETURN TO INBOX START PAGE
Allows the admin to search for consumer recipients. They can also search for their own employees to identify login info, user info, packages sent in the last 90 days, as well as review or change roles. An account can be searched using any of the following pieces of information:
address
First name
Last name
Company
The users are displayed by type on the left of the screen. When a user is highlighted, the information about that user is displayed to the right on several tabs. These tabs, and the data they provide, are filtered based on the financial institution, the type of user and the roles assigned to the admin performing the search.
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27. INBOX: SEARCH DELIVERIES
An admin can search for any delivery by entering search criteria in any of the following fields:
Account number
Date created (range)
Consumer recipient’s
Sender’s
First name
Last name
Division
Deliveries matching the search criteria will be displayed. Clicking the black arrow to the left of date column for a particular delivery will expand the delivery and allow the admin to view the package by name and type.
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28. Additional Delivery Details
INBOX: SEARCH DELIVERIES
Additional Delivery Details
The Info tab shown above provides detail about the delivery. Clicking the application number will show additional delivery details.
The Delivered Documents tab expands the information available from the delivery to the individual consumer recipients.
Documents can be viewed by selecting the icon to the left of the individual recipient.
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29. INBOX: SEARCH DELIVERIES
Package Actions
Package Actions are available for the entire delivery. The different types of package actions vary by package and are provided below
Send Paper Copy: Available for financial institutions where the Print and Mail service has been selected as an option. Forward Copy: Forwards a copy of the package to a new recipient. View All Documents: Displays all documents sent using the SwiftView viewer. Documents can be printed locally from this option. Rename Package: Renames the delivery. View Audit Log: Displays a log of all document activity (when documents are sent, opened, signed, etc.). The log can be printed.
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30. INBOX: SEARCH DELIVERIES
Recipient Actions
Actions for the individual recipient can be selected from the drop-down menu available when you select a document recipient.
Resend Notification: Resends the notification to the recipient. Go To Login: Link to the recipient Inbox login to support face-to-face or point-of-sale transactions. This feature is optional and may not be implemented for all financial institutions. Reset Password: Sends the consumer recipient an to which will enable them to reset their password.
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31. RETURN TO INBOX START PAGE
INBOX: SEARCH DELIVERIES
Deliveries History
RETURN TO INBOX START PAGE
The History tab provides detailed information about the progress of the delivery. Date and time information is provided for each change in individual and package status.
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32. INBOX: MANAGE ACCOUNT
Manage Account
In the upper right corner of the screen, there is a drop-down menu with several options for managing your admin account.
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33. RETURN TO INBOX START PAGE
INBOX: MANAGE ACCOUNT
Inbox Reports
RETURN TO INBOX START PAGE
Inbox Reports
Package Summary: Provides list of deliveries. The report can be refined based on sender, date, delivery type, and status information.
Package Detail: Provides list of deliveries and details the status of all packages within each delivery created. The report can be refined based on sender, date, delivery type, and status information.
Consumer Throughput: Summarizes the completed packages versus sent packages by package type for each consumer recipient. The report can be refined based on sender, date, and, if the FI has any, division information.
Disabled Recipients. Generates a list of all the consumer recipients who have been disabled. A disabled user cannot receive any delivery from the Inbox application.
Adoption Trends: Displays the percentage of electronic delivery packages completed per month over a rolling 13-month period.
Package Type Distribution: Displays the percentage of different package types sent over a period of time.
Admin Report: Generates list of all admins, their roles, and whether the admin has an enabled/disabled status.
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34. To repeat any of the modules, click one of the links below.
Congratulations!
You have completed the eLynx Paperless Lending Services Administrator training. For more information, refer to the EXPDelivery Admin Guide or the eLynx Inbox Admin Guide. These manuals and other useful documentations can be found at the eLynx Knowledge Center.
eLynx Inbox Admin Guide
EXPDelivery Admin Guide
eLynx Knowledge Center
To repeat any of the modules, click one of the links below.
Install SwiftView
EXPDelivery
eLynx Inbox
eLynx Confidential