Step 1
Use this demo to learn:
- how to find your documents
- how to change your paper-free settings in our Business Banking mobile app.
To see your statements and documents, tap the envelope icon on the home screen.
Step 2
- Tap on documents in your ‘Statement and documents’ inbox to view them.
Step 3
- When you tap a document, it will open in a PDF viewer.
- To download it, tap on the arrow icon in the top right corner of the screen.
- When it downloads, you can print it.
Step 4
You can keep track of documents in your inbox by marking them as 'Read' or 'Unread’.
- Tap ‘Select’ near the top of the screen.
- Pick a document.
- Tap 'Mark as Unread' or 'Mark as Read' at the bottom of the screen.
Step 5
- To find a certain document, click ‘Sort’ near the top of the screen.
- You can then pick how you want your results to be sorted.
Step 6
- You can also click ‘Filter’ at the top of the screen to refine your inbox.
- You can filter by date, account type and document type.
Step 7
- To change your paper-free settings, go to the home screen.
- Tap the ‘Settings’ icon in the top right-hand corner.
Step 8
- From the ‘Settings’ menu, tap ‘Paper-free banking’.
Step 9
- To switch all your accounts to paper-free, tap the button next to ‘Go paper-free on all accounts’.
- If you only want to switch some of your accounts to paper-free, you can choose each one under ‘Your eligible accounts’.
Step 10
- A message will show to confirm that your paper-free preferences have been saved.
- You’ll then be given the choice to view your statements and documents or close the message.
Step 11
- If your paper-free preferences are switched on, the button will be green.
- You can switch back to paper documents at any time.
Step 12
- You can also view your paper-free preferences by tapping ‘Support’ in the bottom right-hand corner of the home screen.
Step 13
- From the ‘Support’ menu, tap ‘Help with my account’.
Step 14
- Tap ‘Paper-free’ under ‘Help with my account’.
