Sigcard - Signature Card
1 Setup
Customer Setup……………………………………………………………………………………….…8
Flag Setup……………………………………………………………………………………..8
Additional Info Setup……………………………………………………………………..…9
Id Names………………………………………………………………………………………9
Maker Setup……………………………………………………………………………………………10
Flag Setup…………………………………………………………………………………....10
Default Setup…………………………………………………………………………………………...11
Check Cashing Limits……………………………………………………………………….11
Address Defaults……………………………………………………………………………12
Default Fee…………………………………………………………………………………...13
Warnings Setup………………………………………………………………………………….…….13
Customer and Maker Dates…………………………………………………………….......13
Fee Maintenance………………………………………………………………………………….……14
ATM Check Verification Setup………………………………………………………………………15
Hardware Setup……………………………………………………………………………………..….16
Scanner Setup………………………………………………………………………………..16
Signature Pad…………………………………………………………………………….…..17
Camera Setup…………………………………………………………………………….…...18
MICR Reader……………………………………………………………………………..…..19
Receipt Setup…………………………………………………………………………………20
Signature Capture Setup………………………………………………………………..…...21
System Settings……………………………………………………………………………….………...21
Store Setup……………………………………………………………………………..……..20
Closeout Type Setup………………………………………………………………….……..24
DDX Setup………………………………………………………………………………………………24
digiCHECK.net Setup…………………………………………………………………………………..25
Security Setup……………………………………………………………………………….…………..26
Password Setup………………………………………………………………………………26
User Setup……………………………………………………………………………….........27
2 Daily Work
Daily Work – Main Menu……………………………………………………………………..……….29
Customer Search Screen………………………………………………………………………….……30
Customer Images…………………. ……………………………………………………………………31
Customer Warnings…………………………………………………………………………………….32
Customer Information Screen………………………………………………………………………….32
Check Image……………………………………………………………………………………………..33
Cash Check………………………………………………………………………………………………35
Check Verification………………………………………………………………………………………36
Manager Approval…………………………………………………………………………….………..36
Transaction List…………………………………………………………………………………………36
3 Customers
Customer Search……………………………………………………………………………………………37
Customer Search Results…………………………………………………………………………………..39
Add new customer………………………………………………………………………………………….39
Reverse Telephone/SSN Lookup………………………………………………………………………….40
Duplicate Social Security Numbers………………………………………………………………………..41
Customer Information Screen………………………………………………………………………………42
Edit customer record……………………………………………………………………………...43
Insert Memo……………………………………………………………………………………….43
Customer IDs………………………………………………………………………………….…..44
Customer Images………………………………………………………………………………….45
Take Picture………………………………………………………………………………………..45
Get Signature ………………………………………………………………………………..…….45
Phones……………………………………………………………………………………….……..46
Set Flag Description………………………………………………………………………………46
Customer Additional Information…………………………………..…………………………...47
Print Profile………………………………………………………………………………………...48
Check Cashing History……………………………………………………………………………………...49
Void a transaction…………………………………………………………………………………49
Display check image………………………………………………………………………………50
View customer IDs………………………………………………………………………………...50
Cash Check………………………………………………………………………………………...50
digiCHECK.net - Check Image Archive Service……………………………………………….50
Maker Information………………………………………………………………………………...50
4 Makers
Maker Search……………………………………………………………………………………………….51
Add new maker…………………………………………………………………………………………….53
Duplicate ABA Number…………………………………………………………………………………..54
Maker Information Screen………………………………………………………………………………...55
Edit maker record………………………………………………………………………………..56
Insert memo……………………………………………………………………………………...56
Maker images……………………………………………………………………………………56
Bogus checks……………………………………………………………………………………57
Check description……………………………………………………………………………….57
Link to Customer………………………………………………………………….……………..57
Maker flags………………………………………………………………………………………57
Warnings…………………………………………………………………………………………58
Bad checks……………………………………………………………………………………….58
Show statistics…………………………………………………………………………………...58
Print profile………………………………………………………………………………………..58
Bank Maintenance……………………………………………………………………………….58
Check Limit………………………………………………………………………………………..58
Display check image……………………………………………………………………………...58
Customer information screen…………………………………………………………………….58
5 Closeout
Teller Closeout……………………………………………………………………………………………..59
Store Closeout………………………………………………………………………………………….…..60
6 Reports
Daily Report………………………………………………………………………………………….…….62
Altered Charge Report……………………………………………………………………………….……62
Customer List………………………………………………………………………………………………62
Maker List………………………………………………………………………………………………......62
Maker Statistics……………………………………………………………………………………….…...62
Bank List…………………………………………………………………………………………………....63
ReExport SigCard Report………………………………………………………………………………….63
Look Up Checks……………………………………………………………………………………………63
Print Check’s Images………………………………………………………………………………………63
Lookup Large Items………………………………………………………………………………….…….63
ATM Verification…………………………………………………………………………………………..63
7 Maintenance
Bank Maintenance…………………………………………………………………………………………64
Bank Search Screen………………………………………………………………………………………..64
Edit bank…………………………………………………………………………………………………….65
Delete bank………………………………………………………………………………………………….66
Add bank……………………………………………………………………………………………………66
Export and Import Information……………………………………………………………………………68
Purge History……………………………………………………………………………………………….69
Delete customer/maker records………………………………………………………………...69
Single customer/maker………………………………………………………………..69
Duplicate customer/maker……………………………………………………………69
Inactive customer/maker……………………………………………………………...69
Purge transactions……………………………………………………………………………….69