e-Documents and paper-free

Use this guide 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.

• Tap on documents in your ‘Statement and documents’ inbox to view them.

• 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.

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.  

• 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.

• 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.

• To change your paper-free settings, go to the Home screen.
• Tap the ‘Menu’ icon in the top right-hand corner.

• From the Menu, tap ‘Paper-free banking’.

• 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’.

• 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.