In Branch - Wire Transfer Request

In Branch - Wire Transfer Request

Create an Opportunity

You will add the signed form and any additional documents after completing the Interaction

• Open a Transaction work area to pull up a member
• In the KeyInsight panel, click the ‘Add Interaction’ icon
• In the Interaction Options window:
  • Type: Wire Transfer Request (O)
  • Channel: will auto populate to your personal channel
    • If you need to adjust this, delete selection and hit down arrow to choose appropriate channel.
  • Description field – enter if needed
  • Explanation field – If attaching additional documentation (instructions) enter that here. (Ex. Please see additional docs under member profile)
• Check the opportunity options box
  • Default and Type fields will populate automatically
  • Explanation – answer the questions.
    • DO NOT delete anything in this section
• Insert form, click ‘Insert New Form’ above the Opportunity Options section
  • Answer ‘yes’ if you have finished filling out the interaction portion
  • Answer ‘no’ if you need to add anything additional to the interaction portion
• The ‘process form’ window will open
  • On the left side
    • Form Type: EFT_Wire Transfer Request
  • On the right side
    • Primary Record – Type and select the member number
    • Select the Share: S 0001 First Forward Savings
  • If member is signing on the signature pad, follow these instructions:
    • Click Continue
    • Document window will automatically pop up
      • If it does not, minimize window. You may need to allow the pop-up
    • Type in any necessary information needed on document
    • Once completed – click ‘Lock Form-Not Sigs’
    • Sign Document
      • Click on the signature line that says “Sign Here”
      • Follow the prompts for member to sign
      • Click ‘accept’
      • A Box will populate, confirming signature has been obtained
      • Click ‘Submit Form’
  • If you are uploading a wet signature form that has been scanned to the branches scan folder, follow these instructions:
    • Click Upload
    • A window will open – click ‘Select’ under ‘Options’
    • Click ‘Browse’ and find needed document
    • Click on the intended file, and click ‘Open’
    • Click ‘Ok’ and then ‘Insert’ at the bottom of the window.
    • You will be asked to perform a File Transfer
      • Select Continue