Setting Up Electronic and Laser Notices

The Laser/Electronic Notice Settings window lets you define the credit union information, customized message and logo that should appear on the notices. To access the Laser/Electronic Notice Settings window, click Products/Services within the Administration menu on the Portico Explorer Bar. On the Products/Services menu bar, click Print, then click Laser/Electronic Notices.

Laser/Electronic Notice Settings

How do I? and Field Help

Complete the following steps to define the laser/electronic notice settings:

From the Print Servers drop-down list, select the print server.
Select the printer where the notices will be printed from the Printers drop-down list.
In the Credit Union Information Name field, enter the name of the credit union that should appear on the notice. (Length: 50 alphanumeric)
In the Credit Union Information Address fields, enter the credit union address that should appear on the notice. (Length: 50 alphanumeric per line)
In the Miscellaneous Fields group box, enter additional messages that should appear on the notice. (Length: 50 alphanumeric per line)
From the Member Number drop-down list, select how the member number should appear on the notice. The valid values are: No Member Number, Member Number, Secure Member Number - Suffix, or Secure Member Number - Prefix.
From the Draft Label drop-down list, select how a share draft/check should appear on the notice. The valid values are: CHECK, DRAFT, or SERIAL.
In the Logos group box, click Browse to select the credit union logo and/or NCUA logo that should appear on the notice.
Click Save to save your changes.

Select the Delete Credit Union Logo check box to remove the credit union logo from the notice.

Select the Delete NCUA Logo check box to remove the NCUA logo from the notice.

Click Cancel to disregard your changes.

The Notice Delivery Method group box on the Stmts/Reporting/Notices tab reflects the member’s notice options. For each notice group, the member can choose if the notices will be delivered via:

H – Hardcopy. System default.
E – Electronic
B – Both

For Laser Notices, once you determine which notices will be printed on a credit union laser printer, the Automated Short Report Print Schedule window must be updated. The report number and branch where the report is scheduled must be added to the Automated Short Report Print Schedule window before notices can be set up to be printed on a credit union laser notice printer. To access the Automated Short Report Print Schedule window, on the Portico Explorer Bar, click Products/Services within the Administration menu. On the Products/Service menu bar, click Print, then click Automated Short Report Print Schedule. The following needs to be added for each back-office notice that will be printed on a credit union laser notice printer:

Report number
Report branch
Number of copies that will either print automatically or become the default on the Laser Notices window.
Indicate if the report will print automatically by selecting the Print PM check box
The printer ID set up to print the laser notices.

Click the Laser/Electronic Notices icon button on the Automated Short Report Print Schedule window to access the Laser/Electronic Notices window.

The Laser Print field on the report rules for the notices indicates if the notice should be printed by Personix or using the credit union laser printer. This field must be changed by Portico Customer Service after the Automated Short Report Print Schedule window has been updated. The E Delivery and E Group fields on the report rules of the reports support Electronic Notices. The E Delivery field indicates if the notice is available for Electronic Notices and should be sent to Virtual Branch or Corillian for the member to view. The E Group field indicates the electronic notice group code for the notice. The valid options are:

00 – System default.
01 – Certificates
02 – NSF/Overdraft
03 – Tax Forms (future)
04 – Lending
05 – Member

The following permissions and security groups support access to the Laser/Electronic Notices window.