CAVION. Administration Tool PRODUCT GUIDE

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1 CAVION Administration Tool PRODUCT GUIDE Harland Financial Solutions 10/13/2009

2 ii Cavion Administration Tool Product Guide Table of Contents Table of Contents... ii Chapter 1 INTRODUCTION TO PRODUCT GUIDE Overview Website Packages General Rules Logging In Admin Tool Main Menu Changing your Password Chapter 2 USING THE TEXT EDITOR (ALL BRANCH PRODUCTS) Introduction System Requirements How to Use the Text Editor Editing Text Editing Options Inserting Paragraph and Line Breaks Changing the Font Working with Text and Paragraphs Toolbar Option Function Description Creating Numbered and Bulleted Lists Creating Horizontal Lines Creating Text in Foreign Languages Tables Creating a Table

3 iii Editing a Table Editing Cell Properties Editing Row Properties Editing Table Properties Merging and Splitting Cells Images Inserting an Image Uploading an Image Linking an Image Links Adding a Link to Text Creating a New Link Creating an Anchor Editing an Anchor Removing a Link Chapter 3 CONTENT (ALL BRANCH PRODUCTS) Messages Pages FAQ Chapter 4 APPLICATIONS (ALL BRANCH PRODUCTS) Product Overview New Applications Viewed Applications Approving or Declining Applications Archived Applications Deleting Applications Application Options Overview Application Header, Footer, and Thank You messages Notification Fax Number Content Type Sign Up/Export Exporting Addresses

4 iv Chapter 5 FILE MANAGEMENT (ALL BRANCH PRODUCTS) Overview Uploading an Image Deleting an Image PDF Files Overview Size Limit Uploading a PDF file Deleting a PDF File External Links Adding External Links Deleting External Links Chapter 6 GENERAL ADMIN (ALL BRANCH PRODUCTS) User List Viewing the User List Adding a New User Resetting Passwords Inactivating Users Chapter 7 WEB STATISTICS (INFO AND PROMO BRANCH ONLY) Overview Changing the Time Frame Printing, ing, and Exporting Chapter 8 CALENDAR OF EVENTS (PROMO BRANCH) Updating the Calendar of Events Chapter 9 PROMO BRANCH SPECIFIC FUNCTIONALITY Multi-Column Pages Creating and Editing the Multi-Column Pages Adding Banner Ads Updating Articles Flash (SWF) File Upload Chapter 10 ADDITIONAL RESOURCES

5 v Copyright 2010 by Cavion, a wholly owned subsidiary of Harland Financial Solutions, Inc. All Rights Reserved Distribution Limited to Authorized Persons Only. No part of this publication may be reproduced, stored, in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without prior written permission of Harland Financial Solutions, Inc. For more details, see your Harland Financial Solutions license agreement. If you have any questions, call the Cavion Helpdesk at (866)

6 1.1 Introduction Chapter 1 INTRODUCTION TO PRODUCT GUIDE Overview The purpose of this guide is to give you, the financial institution, instruction to maximize the benefits when utilizing the Cavion Administration Tool (from here on out referred to as the Admin Tool). The Admin Tool is Cavion s administrative site designed for financial institutions to manage the branch Website product (Charter, Info, or Promo). It allows your financial institution to complete tasks such as changing text within your Website, adding images, pulling applications, and viewing vital statistics when applicable. Website Packages Harland Financial Solutions offers three different types of Cavion branch products: PromoBranch, InfoBranch, and CharterBranch. The PromoBranch offers the most robust pages and functionality, followed by the InfoBranch, and the CharterBranch. The first six chapters contain functionality that is available to all three products. Chapter 7 contains information that is available to both the InfoBranch and PromoBranch. Finally, chapters 8 and 9 are specifically for functionality available to PromoBranch customers only. General Rules When using the Administration Tool, there are some general rules to keep in mind: It is recommended that you use the navigation provided within the Admin Tool through the yellow buttons. Do not use your browser s back or forward buttons. Any time you enter new or edit existing text in the Admin Tool, you will need to click Save to save your work. If you exit the window or click Cancel, your work will not be saved. Save your work frequently. As an added security measure, if you have not made updates or clicked the Save button for 20 minutes, your session will be inactivated and you will lose any unsaved work. A timeout counter can be seen at the top of your screen: When this timeout counter reaches zero, you will be given the option of resetting the session:

7 1.2 Introduction If you do not click Continue within 30 seconds, your session will be inactivated and you will lose any unsaved work. If you experience problems or have any questions while you are working in the Admin Tool, contact Harland Financial Solutions helpdesk for Cavion products at Logging In Open your Web browser (Internet Explorer 5.01 or higher is recommended) and enter the following URL in the Address Bar: webadmin.cavionplus.com. Click Enter on your keyboard. On the right side of the screen, you will see the logon fields: If you are logging in for the first time, you should have received an from Harland Financial Solutions containing your Institution ID, Logon Name and Password. Enter the information from your in the appropriate fields. The password you received is a temporary password. You will be asked to change your password the first time you log in. (See the Changing Your Password section of this manual for additional information on passwords). You will then be directed to the Admin Tool Main Menu. Admin Tool Main Menu The Main Menu of the Admin Tool will appear after you have logged in as shown below.

8 1.3 Introduction The Admin Tool is broken down into five main categories: Content: Update text on the Multi-Column (if applicable), Message, and FAQ pages of your Website. (A shortcut to the Rates message page is also included for your convenience for the Promobranch Website). Applications: Use the Application Center to retrieve applications submitted online. The Application Options section allows you to control application disclosures and more. You can also collect addresses for e-marketing using the Export feature. File Management: Upload Banner Ads, Images, PDF files, and External Links for use throughout your site. General Admin: View real-time Website traffic information such as visit trends (Info and PromoBranch), top pages, visitor info, referrals, demographics, and more. Use the User List to manage and add Admin Tool users. Add-On Modules: If you have purchased one or more add-on modules, links to the modules will appear here. The Calendar of Events module is included with PromoBranch at no extra charge. Contact your Account Representative for more information on CU Specials. There are four links located in the upper-right corner of the screen. These appear on every page of the Admin Tool for quick access to the following options: Main Menu: Takes you to the Main Menu page from anywhere within the Admin Tool. Change Password: Allows you to change your password at any time. Help: Allows you to access online PDF copies of this User Manual at any time. Logout: Allows you to end your session at any time. Options shown on this screen may vary depending on user level. Please see the User List section of this manual for details. Changing your Password You will automatically be asked to change your password the first time you log in to the Admin Tool. After that, your password will expire every 90 days as a standard security practice. You can also change your password at any time.

9 1.4 Introduction 1. In the upper-right corner of the screen, click the Change Password link. The following information will appear on the screen: 2. Enter your Old Password, then enter your New Password and confirm your New Password by entering it a second time. 3. Click Change Password. 4. As an added security measure, you will receive a confirmation whenever your password is changed. The following guidelines are recommended for your password. Do not share your password. Memorize your password - do not write it down for someone else to see. Contact the Cavion helpdesk immediately if you receive an confirming a password change that you did not initiate.

10 2.1 Using the Text Editor Chapter 2 USING THE TEXT EDITOR (ALL BRANCH PRODUCTS) Introduction The Text Editor is a tool for creating, designing, and editing text areas within your Website. It is often referred to as a WYSIWYG editor What You See is What You Get, meaning that as you add text, tables, and images to your page, the Text Editor displays them as they would appear in your Web browser. The Text Editor allows you to format your Web pages without learning HTML; it creates all the HTML code for you. The Text Editor is used to update a variety of pages on your Website, including: Multi-Column Pages (Promo Branch Website only) Message Pages Application Options Message pages for the following add-on modules: CU Auto Online, CU Mortgage Online, and CU Specials. The Text Editor screen is shown below: System Requirements The Text Editor is compatible with most internet browsers which include: IE 5.5+ (Windows) Firefox 1.0+ Mozilla 1.3+ Netscape 7.1+ The editor runs over Windows, Mac, and Linux operating systems. The Text Editor will not function in earlier versions of the above browsers, the AOL browser, or in Safari browsers. NOTE: For the purposes of this manual, we will be using IE on a Windows operating system. How to Use the Text Editor Editing Text With the Text Editor, you can center and format text, create lists, and adjust the indentation and the alignment of paragraphs using a familiar word-processing interface. It also includes standard Word processing features, such as font formatting, finding and replacing text, and spell check. Editing Options The Text Editor gives you the option to enter your text in either normal or HTML mode. These options are shown as tabs in the bottom left corner of the Text Editor: Normal View (Recommended). This is the primary Text Editor view that you use to format your pages and view them in WYSIWYG mode. HTML View: Allows you to format and edit your content using HTML tags if you choose to do more complex design. NOTE: If you choose to enter text in HTML mode, please be aware that the text may not display correctly in the Normal mode if you are using commands outside the parameters of the Text

11 2.2 Using the Text Editor Editor. However, the text will be displayed correctly on your Web page. Harland Financial Solutions helpdesk does not support HTML changes from the HTML View section. Inserting Paragraph and Line Breaks Every time you press the Enter key, the Text Editor creates a new paragraph by entering a blank line between your rows of text. In HTML this is called a paragraph break. A paragraph break is a text break that leaves a blank line before starting a new line. The Text Editor does this automatically when the Enter button is pressed. If you do not want to skip a line, you can enter a line break. This will move the cursor to the next line and not skip a line. To create a line break, press the Shift + Enter buttons at the same time. NOTE: Inserting Paragraph and Line Breaks may work differently depending on the browser you are using with the text editor. Changing the Font With the Text Editor, you can change your text format in a variety of ways. You can bold, italicize, or underline your text, as well as change font face, size, color, and more. NOTE: It is important to remember that not all browsers will view the page in exactly the same way. In addition, if your viewer s computer does not have the same fonts installed, then the browser will default to a different font. While it may be fun to add unusual fonts and styles, it is important to remember your audience and keep your page accessible to everyone in your audience. Arial and Times New Roman are the most commonly used fonts. Other Web-friendly fonts include Verdana, Helvetica, and Courier New. Text changes can be made by selecting the text and clicking the appropriate button on the toolbar. The following formatting options are available. Font Size: Allows you to change the font size for your text. (These correlate with the font sizes of 1 7 if you are used to using HTML font size definitions. xx-small = 8 pt, x-small = 10 pt, etc.) Font Face: Allows you to choose from the six most Web friendly fonts. Bold: Bolds selected text. Italic: Italicizes selected text. Underline: Underlines selected text. Strike Through: Draws a line through selected text. Subscript: Changes text to a subscript Superscript: Changes text to a superscript You can also modify the font by using the Style, Text Color, Background Color option buttons as shown below. 1. Highlight the text you wish to format.

12 2.3 Using the Text Editor 2. Click in the drop down box for Style. You will see more options for formatting your text: 3. To change the color of your text, click on the Text Color button in the toolbar. Choose a standard color from the color list, or click on More Colors to add a custom color by entering the RGB value. 4. To change the background color of your text, click on the Background Color button in the Toolbar. Choose a standard color from the color list, or click on More Colors to add a custom color by entering the RGB value. Helpful Hint: If you create your own custom color, please be aware that there are 216 "Web Safe" colors that will show on any color setting with any graphical browser. Contact the Cavion helpdesk for more information on Web safe colors. NOTE: It is possible to select more than one style or format for text. To remove a style off of text, you must select the text and click on the style again to remove it. To remove a format off of text, you must select the text and click on Normal in the Format drop down list. As a general rule, only linked text should be underlined. Having text underlined that is not a link can be misleading to your visitors. Most Internet users are accustomed to seeing underlined text and being able to click on it. Your visitors may become frustrated when some underlined text is linked and some is not. When you create a text link using the Text Editor, it automatically underlines the text for you. Use consistent text, font, size and heading colors throughout your site. Break text into chunks, separated by headings and sub-headings. Bold important text points (don t use all caps as they suggest shouting on the Web). Don t forget to check your spelling. Keep text colors to a minimum, typically only 2 colors, one for the heading and one for the content. Your Account Representative can provide you with the RGB values for the dominant colors in your theme. Working with Text and Paragraphs The Text Editor allows you to spell check your text, change the format of your paragraphs, cut, copy and paste text, and more.

13 2.4 Using the Text Editor Toolbar Option Function Description Below are descriptions of the Toolbar Option Function. Templates: Predefined templates for formatting text. Cut: Removes selected text. Copy: Copies selected text. Paste: Inserts copied or cut selections from within the Text Editor or from other applications. Paste as Plain Text: Inserts copied or cut text without formatting. Paste from Word: Pasting text directly from Microsoft Word can cause formatting problems when you modify the copied text using the Text Editor. This cleans up the formatting from Word and inserts the copied or cut text. Print: Prints out content in Text Editor. Spell Check: Checks the spelling of text entered in the Text Editor. Undo: Allows you to reverse the previous command. Redo: Allows you to replicate the previous command. Find: Find words in your text. Replace: Searches and replaces words in your text. Select All: Selects all content in Text Editor. Remove Formatting: Removes formatting from selected text. Decrease Indent: Decreases the indent of selected text. This will only work if you have already indented your text. Indent: Increases the indent of selected text. Left Justify: Left justifies selected text. Center: Centers selected text. Right Justify: Right justifies selected text. Text Editor Special Character: Allows you to select special characters that are not easily accessible through your keyboard.

14 2.5 Using the Text Editor If you Copy and Paste from another application, such as Microsoft Word, the fonts, colors, underlining, special characters, etc. may not carry over or it may cause formatting problems when you modify the copied text using the Text Editor. For best results, we recommend using the Paste as Plain Text and Paste from Word options and then doing text formatting within the Text Editor. The Web browser places text relative to the size of the viewer s screen resolution. As a result, if you center a paragraph on a page, it may look good on a Web browser at your screen resolution, but may not at a different resolution. Remember to view your pages at different resolutions to ensure that your text appears as you want to your visitors. The Remove Formatting button will not remove the formatting done through the Style drop down menus. To remove the style selected in this option, you must unselect the style using the Text Editor drop down menu. Creating Numbered and Bulleted Lists The Text Editor allows you to create both numbered lists and bulleted lists. You can also create lists within lists, called nested lists. To create a numbered list: 1. To start your list, click on the numbered list button. The Text Editor inserts a number on the page. 2. Type the first item in the list and press Enter. The Text Editor moves to the next line and adds the next number. Repeat until you have entered all of the items on your list. 3. You can also select existing text and click on the Numbered List button. 4. Press Enter twice when you have completed your list to return to normal text, or click again on the Numbered List button. 5. The Text Editor will return you to a new line with no number. To create a Bulleted List: 1. To start your list, click on the Bulleted List button: The Text Editor inserts a bullet on the page. 2. Follow the same instructions for creating a numbered list. NOTE: A blank line is automatically inserted above and below any numbered or bulleted lists you create and cannot be deleted. This is built-in functionality and is standard on all HTML editors. To create a Bulleted or Numbered Nested List: 1. Type your first list as outlined above. 2. Press the Enter key at the end of the line after which you want to begin your second list. Click the Indent button on the toolbar. The Text Editor places the insertion point in an indented position. 3. Click on either the Numbered List or Bulleted List button depending on which style you want. A number or a bullet will be added at the beginning of the line.

15 2.6 Using the Text Editor 4. Type the text for your nested list. 5. To return to adding items to the main list, click the Decrease Indent button. Creating Horizontal Lines The Text Editor allows you to insert horizontal lines anywhere on a page, allowing you to separate information. To add a horizontal line: 1. Click in the location where you wish to add the horizontal line. If you click at the end of a sentence, it will insert the horizontal line on the next line. 2. Click the Horizontal Line button. A horizontal line will appear in the Text Editor. 3. To change the properties of the horizontal line, select it by clicking on the line and you should see small boxes appear in the corners and middle of the line. 4. Click and drag the line to your desired height or width. To change the color of the line, select the line and click on the Text Color tool and select a color. 5. Center is the default alignment for a horizontal line. To change the alignment, click on the horizontal line, and click on the desired justify button used for justifying text. NOTE: Some format features may only appear in Internet Explorer. For example, Netscape Navigator does not recognize color in horizontal lines. It is recommended that you limit your formatting of horizontal lines to ensure it is visible to all viewers. Creating Text in Foreign Languages The Text Editor supports 23 foreign languages. You will need to set your computer to enter the foreign symbols for the specific language or copy and paste the foreign language text from another program. Tables The Text Editor allows you to insert tables into your Web page. You can use a table to organize any number of objects, including text and images. Creating a Table To create a table in the Text Editor, click on the Insert Table button. The Insert Table option allows you to set initial properties for the table at the same time that you choose the number of rows and columns in the table. 1. Click on the Insert Table button. 2. The following screen will appear:

16 2.7 Using the Text Editor 3. You can then customize the basic properties of your table. The choices for customization are as follows: Rows: Enter the number of rows in your table. Columns: Enter the number of columns in your table. Border size: Allows you to set the size of the frame of the table. If you choose 0 (no border), the Text Editor will display gray lines to denote the table cells, but no frame will appear to the viewer in the Web browser. Alignment: Allows you to set the alignment of the table: Left, Center, and Right. Width: Allows you to specify a minimum width for a table. If you do not specify a width, a Web browser might resize the table and change how the contents of cells fit within the cells. To fix the appearance of a table on a page, specify a table width. It can be entered in pixels or as a percentage. Percent (Recommended): To set a percentage, select Percent from the drop down box, and then type a percentage for the width of the table in a Web browser s window. For example, if you choose 50 percent, the table will span 50 percent of a Web browser s window, regardless of how a user resizes the window. Pixels: To enter a set pixel width, enter the number of pixels.the table will not scale with the size of a Web browser s window, regardless of how a user resizes the window. It will remain fixed at the width entered here. The default width for a table is 200 pixels. Height: Allows you to specify the height of a table in pixels. Cell spacing: Allows you to enter a number, in pixels, to set the spacing of the cells in a table. Cell spacing determines how much space is placed between all the cells in a table. You can only set the cell spacing for an entire table. Cell padding: Allows you to enter a number, in pixels, to set the space between the contents and inside edges of cells. You can only set the cell padding for an entire table. Background Color: Allows you to change the background color of the entire table. Choose a standard color under the Select button, or enter a custom value by entering an RGB value.

17 2.8 Using the Text Editor Border Color: Allows you to change the color of the table border. Choose a standard color under the Select button, or enter a custom value by entering an RGB value. 4. Click OK to add the table to your message page: 5. Click on any cell to insert text or an object. The cell will expand as you type. We will cover changing the width of a cell later in this section. Editing a Table Once you have created a table, you can edit the table properties by placing your cursor anywhere within the table and right clicking on your mouse. In the menu that appears, select the Table Properties option. The Table Properties screen will appear. This screen allows you to edit the same properties of the Table as when first creating a table. Editing Cell Properties Verify your cursor is placed in the cell you wish to update, then right click and select Cell Properties. The pop-up window appears with the cell properties. The following screen will appear: Width: Allows you to set the width of the selected cell. It can be entered in pixels or as a percentage. Height: Allows you to set the height of the selected cell in pixels. Word Wrap: Allows you to set the text to wrap inside of the selected cell. Text will wrap in a cell by default. If you wish for the text not to wrap, select No from the drop down box.

18 2.9 Using the Text Editor Horizontal Alignment: Allows you to set the horizontal alignment of the cell. This will align whatever text or object is in the cell in relation to the cell itself. Choose from Left, Center, or Right. Vertical Alignment: Allows you to set the vertical alignment of the cell. This will align whatever text or object is in the cell in relation to the cell itself. Choose from Top, Bottom, or Middle. Rows Span: Allows you to select how many rows you want a cell to span over. Columns Span: Allows you to select how many columns you want a cell to span over. Background Color: Allows you to assign a Background color to the selected cell. Enter the hexadecimal value for the desired color, or click Select to choose a standard color from the color list. You can also enter a custom color by entering the RGB value. Border Color: Allows you to assign a Border color to the selected cell. Enter the hexadecimal value for the desired color, or click Select to choose a standard color from the color list. You can also enter a custom color by entering the RGB value. Cell Width: Allows you to set the width of the selected cell. It can be entered in pixels or as a percentage. Helpful Hint: When you change the width of an individual cell, the entire column in which the cell appears is also re-sized accordingly. So to set the width of a column, you need only set the width of the first cell in the column. When you change the height of an individual cell, the entire row in which the cell appears is also re-sized accordingly. Editing Row Properties Make sure your cursor is placed in a cell within the row you wish to update, then right click and select Row Properties. The pop-up window appears with the row properties. The following screen will appear: Updating Row properties is similar to updating Cell properties. Background Color: Allows you to assign a Background color to all cells in the selected row. Choose a standard color from the drop-down, or click Custom Value to create your own color by entering an RGB value.

19 2.10 Using the Text Editor Vertical Alignment: Allows you to set the vertical alignment of all cells in the selected row. Choose from Top, Bottom, or Middle. Horizontal Alignment: Allows you to set the horizontal alignment of all the cells in the selected row. Choose from Left, Right, or Center. Editing Table Properties Place your cursor anywhere within the table to be updated, then right click and select Table Properties. The pop-up window appears with the same options available when first creating the table. Merging and Splitting Cells You may find that you want to merge cells within a row this is often done to create table headings and break apart sections of a table. You can also split an individual cell into multiple columns or rows. Merging Cells: To merge two or more cells in a row, click in the last cell you wish to merge. Left click and drag your mouse to the first cell you wish to merge and right-click. Select Merge Cells. Splitting Cells: To split a single cell into two cells, click in the cell you wish to split. Right click with your mouse and select Split Cell. Images The Text Editor allows you to add and place multiple images directly within the Text Editor. Helpful Hint: Use images wisely and sparingly. Images should be used to paint a picture in the mind of the viewer, not as filler for space. The more images on the page, the longer it will take for the page to download. If in doubt, leave it out. Inserting an Image To insert an image, 1. click the Insert Image button as shown below: 2. The following screen will appear:

20 2.11 Using the Text Editor 3. You can choose images from our stock image galleries or choose a previously uploaded image from your custom image galleries. To view the image galleries, click on Browse Server. The following screen will appear: 4. To preview your custom images or Harland Financial Solutions stock images, click on the appropriate folder name in the Available Images section. For this example, we will use the Custom Large Images folder.

21 2.12 Using the Text Editor 5. After clicking on the folder name, a list of available images will appear underneath the folders. Click on the image name, and a preview of the image will appear to the right. 6. To select an image, click on the file name, and then click on OK at the bottom of the screen. This will bring you back to the Image Properties screen. Before inserting the Image into the Text Editor, you can also set the Border, HSpace, VSpace, and Alternative Text, or mouse over text. Border: The border determines the border thickness put around an image in pixels. To have no border on an image, enter 0 (zero) for the border. HSpace: This determines the horizontal space of an image. Controls how much space is between the image and other elements in the Text Editor to the left or the right of the image.

22 2.13 Using the Text Editor VSpace: This determines the vertical space of an image. Controls how much space is between the image and other elements in the Text Editor to the top or bottom of the image. Align: Alignment determines how any text you ve entered will appear in relation to the image. Below is a list of the alignment descriptions. Middle: Aligns the text with the middle of the image. Bottom: Aligns the text at the bottom of the image. Top: Aligns the text at the top of the image. Left: Justifies the image to the left side of the page. Right: Justifies the image to the right side of the page. Alternative Text (Also known as alt text or mouse-over text): You can specify alternate text to display in place of the image if a viewer has disabled their image display, or it is not available in the Web browser. Some Web browsers also display the alternate text while the image is loading. Uploading an Image The Text Editor allows you to upload an image directly into your custom image galleries. 1. From the Text Editor, click the Insert/Edit Image button. In the Insert Image pop-up window, click the Upload link in the upper left corner: The following screen will look like this: 2. Select the File Size of the image you are uploading add it to your from the Small, Medium, or Large custom image gallery. Helpful Hint: For more information on the image galleries, uploading custom images, and size requirements, please refer to the Image section of this manual.

23 2.14 Using the Text Editor 3. Enter the File Path by clicking the Browse button to find the image on your desktop or network. 4. Enter a friendly Image Name that you can remember this is the name that will appear in the Image drop-down menus. 5. Click Upload. The file will be added to your custom image gallery and you will return to the previous screen. Click Insert Image to insert the uploaded image to the current Text Editor page. Editing Image Properties The Text Editor allows you to edit the image properties after an image has been placed on the page. You can access the Image Properties in two ways: Click on the image to select it, then right-click with your mouse. Click Image Properties in the menu that appears. Click on the image to select it, and then click the Image button on the toolbar. The Image Properties screen will appear. You can edit the properties of the image as you did when first inserting it into the Text Editor. Helpful Hint: Image Height and Width options are available in the Image Properties screen, or you can also resize the image by clicking on it and dragging any of the re-sizing boxes on each corner and the center of each side of the image. However, changing the height and width properties in this way can cause distortion when the image appears on your Website. If you wish to resize an image, we recommend resizing it using your image editing program and then uploading the image. Linking an Image Use the following steps to link to an image. 1. Click on the image you wish to link, then click the Hyperlink button on the toolbar. 2. Follow the Create a Link procedure described in the next section. You can link the image to another page within your Website, to a link entered in your External Links section, custom PDF documents, or to an anchor on the same page. 3. The image will then be linked to the link selected. Links The Text Editor allows you to add a link to another page within your Website, to a link entered in your External Links section, custom PDF documents, or to an anchor on the same page. Adding a Link to Text 1. Select the text that you wish to link and click the Hyperlink button. 2. The following screen will appear:

24 2.15 Using the Text Editor 3. Select your Link from the Saved Links drop-down. Choose from internal pages, or link to external links or PDF documents that have been added within your Admin Tool. 4. To select an anchor link on the page, click in the Link Type drop-down box and select Anchor in this page. 5. Click on the Target tab at the top of the screen to select your target. This will determine what will happen when a viewer clicks on the link. It can be set to open in a popup window, a new window, or the same window. 6. When you select Popup Window, more options will appear for you to control what kind of popup window will appear when a link is clicked on: 7. Click OK and the selected text will be linked. Creating a New Link New links can be added by using the External Links option in the File Management section of the Admin Tool Main Menu. However, the Text Editor also allows you to add new links while you are working in the editor. 1. To insert a link, select the text that you wish to link and click the Hyperlink button:

25 2.16 Using the Text Editor 2. The Hyperlink pop-up will appear. 3. Click on the Add New Saved Link button at the bottom of the screen. The following screen will appear: 4. Enter the URL of the link you wish to add. If you wish to link to an address, delete the and replace it with mailto: followed by the address (do not leave any spaces.) 5. Verify that you have entered the correct URL by clicking the Test URL link. 6. Enter a Friendly Name for the link. This is the name that will appear in your External Links drop-down menus. 7. Click OK. You will return to the previous screen where you can select the Target and complete the process. Helpful Hint: Place links on your links page that will be pertinent and educational for your visitors. Too many unrelated links often take your visitors off of your site, never to return. Helpful Hint: In articles that reference products and/or services that you have more information about on the site, link the text to that source. By doing so, you are directing the visitor as to what step to take next, such as applying for a loan. Creating an Anchor Anchors are links to a specific area on a page. To link to a specific spot on a page, you must first create an anchor in that specific spot. 1. To create an anchor, place your cursor in the Text Editor where you would like the anchor to be placed, then click on the Anchor button in the tool bar.

26 2.17 Using the Text Editor 2. The following screen will appear: 3. Type in a name for the anchor and click on OK. 4. This anchor will be inserted onto the page and shows up like the example below. 5. The anchor is now set on the page and you can link to the anchor using the Hyperlink button. Editing an Anchor To rename an anchor, click on the anchor image as shown below. then click on the Anchor button in the toolbar. The Anchor Properties screen will appear, type in the new name for the anchor, then click OK. To delete an anchor, click on the anchor image as shown below. then press Delete on your keyboard to remove the anchor. Removing a Link You can remove the entire link by deleting it as you would regular text. If you wish to remove a link without removing the text that was linked, highlight the text, then click on the Remove Link button in the tool bar.

27 3.1 Applications Chapter 3 CONTENT (ALL BRANCH PRODUCTS) Messages Pages Creating a New Message Page 1. From the Main Menu, click the Message Pages link. The following Message List screen will appear in your browser. Any messages you have already created will be listed. Helpful Hint: The first time you log in to the Admin Tool, you will see that the Fee Schedule, Financials, and Rates pages have already been created. These offer a layout template for you to use if you wish. If you wish to create your own page, click the New button and create a new page to overwrite these pages. 2. On the Message List page, there are different options available for displaying pages: Records to Display: Choose to display 15, 25, 50, or 100 page names at a time. Status: Display active message pages, inactive message pages, or both. Search: Search by Page Name. NOTE: This only searches the page names and does not search the actual content of each page. 3. Click the New button to create a new message. The following screen will appear and you will be asked to select the name of the page you wish to update.

28 3.2 Applications 4. Select the desired page name from the drop-down list. The following Message Content page will appear: 5. By default the Active button is set to Yes. With this setting, the message you create will automatically appear on the Website. Checking "No" will inactivate the message. 6. The Date Effective field defaults to the current date and the message will automatically be displayed on your Website after it is created. Or, you can enter a future date to create your message in advance and save it for activation at a later date. See the Future-Dating a Message section of this manual for a description of this feature. 7. To add a Banner Ad to the page, click the Update Banner Ad button. Follow the same procedures as adding a Banner Ad to the Multi-Column pages. 8. Enter and format text using the Text Editor. 9. Click Save when you are done. Or, click Cancel to return to the Message List page without updating. Editing a Message Page 1. From the main menu, click the Message Pages link. The Message List page will appear. Any messages you have already created will be listed by page name: The Status button indicates whether the Website message is active (green) or inactive (red). Each time a message is edited, a copy of the original message is made and deactivated. The previous message can then be reactivated at a later time, if necessary. Only active (green) messages are listed by default. To view only inactive messages (red), change the status to Inactive.

29 3.3 Applications To view both active and inactive messages, change the status to Both and the screen display will change as shown below: Helpful Hint: Arrows appear next to each column name allowing you to sort in ascending or descending order. 2. Select the page you wish to edit by clicking on the Page Name. The Message Content page will appear. 3. On the Message Content page, enter your desired changes in the Message box. 4. Click in the Date Effective field if you wish to change the date of the message. 5. Click Save to save your new message. Deleting Message Pages The Admin Tool allows you to delete all inactive messages at once, or delete inactive messages individually. 1. From the Main Menu, click the Message Pages link. The Message List page will appear. 2. Change the Status to Inactive or Both to view the Inactive pages: 3. To delete individual inactive pages, check the checkbox in the Delete column of the pages you wish to delete. 4. Click the Delete Selected button and the checked pages will be deleted. 5. Or, to delete all inactive messages, click the Delete All Inactive button.

30 3.4 Applications Future Dating a Message Future dating allows you to enter a new message for a page but not activate it until the date you specify. On the specified date, the current message will automatically be inactivated and the new message will be activated and displayed on your Web page. 1. From the main menu, click the Message Pages link. The Message List page will appear: 2. Click on the Page Name you wish to edit and save for future publishing. Or, if you wish to create a brand new page to replace the existing page, click the New button and select the page name from the drop-down. The procedures are the same for both. For this example, we will use the Rates page. 3. On the Message Content page, keep the Active option set to Yes. 4. Enter the date on which you would like to activate the message in the Date Effective field. For this example, notice the current date is set to 06/20/2007. We will specify 08/20/2009 as the date we would like our new message to replace the existing message. 5. Enter your new message. 6. Click Save.

31 3.5 Applications 7. When you return to the Message List page, you will see that there are now two active messages for the Rates page: 8. The message dated 06/20/2007 will remain active and appear on your Website through 08/19/2009. On 08/20/2009, that message will be inactivated and the new message will be displayed on the Rates page. FAQ The FAQ page allows you to enter a series of Frequently Asked Questions in a question and answer format. The FAQs entered will appear pre-formatted on your Website. Creating FAQs 1. From the Main Menu page, click the FAQ link to go to the main FAQ page. 2. Once there, you can use the Sample FAQs provided as a default, or you can create your own. Any FAQs you have already created will appear on the screen as shown below.

32 3.6 Applications 3. To create a new FAQ, click the New button. Empty Question and Answer boxes will appear as shown below. 4. Enter your Question and Answer text in the Q and A fields provided. NOTE: If you copy and paste from word processing software such as Word, fonts, colors, underlining and special characters or symbols will not carry over into the Admin Tool. 5. Enter your Display order. This will set the order in which the FAQ appear on your Web page. 6. Click Save to add your new question to your FAQ Page. Deleting FAQs There are two ways you can delete FAQ: 1. Delete individual questions by clicking the Delete check box. 2. Click Save to delete the selected FAQ. 3. You can also remove ALL FAQ from your page at once by clicking the Delete All FAQ button.

33 4.1 Applications Chapter 4 APPLICATIONS (ALL BRANCH PRODUCTS) Product Overview The Application Center allows you to view and print applications that have been submitted via the online applications on your Website. From the Main Menu, click the Application Center link. The following Main Application Center page will appear: Links appear at the top of each column for New, Viewed, and Archived applications. NOTE: The types of applications you will be able to view and accept are dependent upon which Branch product your financial institution subscribes to. Counts for the number of Applications in each category are also displayed. The following functionality is available for each application. Loan View: Print, Approve/Disburse or Decline. Credit Card: View, Print, Approve or Decline. Membership (Available for Credit Unions only): View, Print, or Archive. Checking/Savings Account: View, Print, or Archive. ATM/Debit: View, Print, or Archive. Employment: View, Print, or Archive. Home Equity: View, Print, Approve/Disburse or Decline. Short-Form Residential Loan: View, Print, Approve/Disburse or Decline. Enrollment: View, Print, Archive. Opt-Out: View, Print, Archive. New Applications You will receive notification each time a new application is submitted through your Website. To set the address, see the Application Options section of this manual.

34 4.2 Applications 1. From the main Application Center page, click on the New Applications link if you wish to see all of the applications for each application type listed together. Or, you can click on a link to go directly to a specific application type. For this example, we will view New Loans. 2. After clicking the New Loans link on the Application center page, the following screen will appear: 3. All new Loan applications will appear on this page. Use the drop down menus at the top of the page if you wish to switch to a different application type. You can sort the applications under each heading by clicking the arrows in the column header. Month to Date (MTD) and Year to Date (YTD) totals are displayed for each type of new application. Once an application is viewed, it is no longer included in the New Applications count. It is moved to either the Viewed or Archived applications section depending on the Application type. To view an application, click on the Applicant Name. The following screen shows a sample Loan application:

35 4.3 Applications Applicant information will appear on the screen for you to review and/or print. Clicking the View History button displays a list of users that have updated or viewed an application, along with the date and time. For Loan, Credit Card, Home Equity, and Short-form Mortgage applications, they will automatically move to the unprocessed category on the Viewed Applications page if you choose to not immediately approve or decline the application. (Approving/Declining is explained in the next section.) All other applications are automatically moved to Archived Applications section after they are viewed for the first time. Viewed Applications The only applications that will appear in this section are Loan, Credit Card, Home Equity, and Short-Form Mortgage applications. From the main Application Center page, click on the Viewed

36 4.4 Applications Applications link. You can also jump to this page using the drop-down menus at the top of the New Applications or Archived Applications pages. Applications are categorized into two sections: Unprocessed and Approved. Unprocessed applications have been viewed but have not been approved or declined. Approved applications have been viewed and marked as approved. An application will remain here until the funds are disbursed. Approving or Declining Applications Once your loan department approves or declines the application, you can update the status of the application in your database. You can approve or decline the application by clicking the Approve or Decline button when viewing the application details. The following screen will appear: Approve: To approve an application, click the Approve button. Loan, Home Equity, and Short-Form Mortgage Applications: After approval, the application will be moved to the Approved Loans section on the Viewed Applications page. It will remain in this section until the loan is disbursed. Credit Card Applications: If you are approving a Credit Card application, you will be asked to enter some additional information, such as the type of card, expiration date, etc. The Credit Card application will then be moved directly to the Archived Applications page. Decline: To decline an application, click the Decline button and the application will be moved to the appropriate Declined section on the Archived Applications page. Disbursing Loan Applications: To change the status of an approved application to disbursed, click on the applicant. Name on the Application List page. The application detail will be displayed. 1. Click the Disburse Funds button to begin the disbursal process. The following screen will appear: 2. Enter the Actual Amount Disbursed and any comments into the form. To disburse the funds, click the Disburse button. The actual disbursed amount may be different from the approved amount. 3. The loan is now moved from the Viewed Applications page to the Disbursed Loan. 4. Applications section of the Archived Applications page. Helpful Hint: If you are not disbursing funds but want to move the application from Approved Applications to Archived Applications, enter $0 for the amount. Archived Applications 1. From the main Application Center, click on the Archived Applications link. 2. You can also jump to this page using the drop-down menus at the top of the New Applications or Viewed Applications pages.

37 4.5 Applications 3. Scroll down to view other Archived applications. 4. Click Applicant Name to view any of the applications. Deleting Applications Applications can be deleted on the New, Viewed, or Archived applications page. Deleting an application will remove it from your application list and the MTD, YTD, and total counts. 1. On the right column of the New, Viewed or Archived applications pages there is a check box. Click that box next to the application that you want to delete. 2. Click the Delete button. The selected application(s) will be removed. 3. You can also select applications to be deleted by date. 4. Click on the Select Applications by Date button in the upper right-hand corner of your screen. 5. The following screen will appear: 6. Fill in the desired month, day, and year, and all of the applications that are older than the date entered will be selected. 7. Click the Delete button. The selected application(s) will be removed.

38 4.6 Applications Application Options Overview You have the capability to enter and edit your own text in the certain areas of each of the Online and Printable applications appearing on your Website. You have control of the following options: Notification Fax Number Non-Bypassable Disclosures Application Header, Footer, and Thank You messages 1. From the Main Menu, click Application Options. The following information will appear on the screen: 2. Click on the link of the application you wish to update. The following Application Text page will appear, which is used to update both the Online and Printable versions of an application: There are 3 main sections on the page; each of these will be covered separately. Notification: Determine which users should receive notification whenever a new application is submitted from your Website. Fax Number: Enter the Fax number to appear on each of your printable applications. Content Type: Choose to update the Disclosure, Header, Footer, and Thank You text for the Online and Printable applications. Helpful Hint: Remember to click Update and save your work frequently. As an added security measure, you will receive a warning message if have not updated your page within 20 minutes.

39 4.7 Applications Notification An notification is sent each time a new online application is submitted through your Website. You can select which users should receive the notification for each application. All active SuperAdmin, Admin, and Application users with an address entered in the User List section of the Admin Tool will appear in the Notification drop-down menu. 1. To select a user, click on their name: 2. To select more than one recipient, hold down the ctrl or shift key while you click the names. 3. Turn off notification by selecting None. (Reminder: if you select None, you are responsible for logging in to the Admin Tool to check for new applications.) Fax Number Enter the fax number that you would like to appear at the top of the Printable application. The number will appear exactly as it is entered in this field. Content Type Use the Text Editor to enter and edit content in each of the areas listed in the drop-down menu. Harland Financial Solutions also provides default text for some of the header and footer sections. This text will automatically be included on the applications unless you choose to remove or replace it. 1. Select the Content Type you wish to update from the Content Type drop-down. 2. You can toggle back and forth between the different content types listed in the dropdown menu. Your content will be retained as you switch between the options listed in the dropdown menu. 3. Click Save when all of your content has been entered. The following Content Types are available: Online Application Disclosure: Enter disclosures or instructions that will appear in a nonbypassable pop-up window before the applicant enters the online application. The applicant will then need to scroll thru the text and click I Accept to continue to the application or I Decline to close the window. If you do not want any disclosures or information to appear, leave this field blank.

40 4.8 Applications Online Application Header: Enter text that will appear at the top of the online application. Or, you may select or modify the default text provided by Harland Financial Solutions. To use the default text provided by Harland Financial Solutions: 1. Click the Use Default Text link. The following pop-up window will appear with a preview of the default text: 2. If you do not wish to use the default text, click Cancel. 3. To use the default text, click the Use Default Text button. Selecting the default text will overwrite any previously entered text. 4. The default text will now appear in the Online Application Header section. If you wish, you can then modify the text. NOTE: After selecting the default text, you must still click the Update button to save your changes. Online Application Footer: Enter text to appear at the bottom of the online application, above the Submit and Cancel buttons. Or, you may select or modify the default text provided by Harland Financial Solutions. Online Application Thank You Message: Enter text that will appear on the screen that appears after an online application is submitted from your Website. Note: the following text will automatically be displayed at the top of the Thank You screen: "Thank You, (first name) (last name), your application has been sent." The applicant's name will be displayed on the screen. Your text will appear below that message. Printable Application Disclosure: Enter disclosures or instructions that will appear in a non-bypassable pop-up window before the applicant enters the printable application. Printable Application Header: Enter text that will appear at the top of the printable application. Or, you may select or modify the default text provided by Harland Financial Solutions. Printable Application Footer: Enter text that will appear at the bottom of the printable application. Or, you may select or modify the default text provided by Harland Financial Solutions. NOTE: The Cavion template, including the default application header and footer text, is reviewed for federal NCUA compliance. If you choose not to use or to alter the text, you are responsible for compliance of the text. Sign Up/Export Exporting Addresses If you are currently using e-marketing software, the Sign Up form can be used as an

41 4.9 Applications additional means of capturing your visitors' addresses. From the Main Menu, click the Export link. The following Export screen displays. 1. Select the Export option. There are 3 options used to selected addresses: Show New: Selects all addresses submitted since the last export. Show All: Selects all addresses. Show Date Range: Selects addresses submitted within specified date range. 2. Click Show s. All records matching the selection criteria will be displayed. 3. If you wish to delete any of the records before exporting, click the Delete checkbox for that specific record, then click Delete. 4. To export the records displayed on the screen, click Export. The following pop-up message will appear: 5. Select the file format of the export file. Two file format options are available: Excel: Creates an Excel (.xls) file Text: Creates a tab-delimited text (.txt) file 6. Click the Export button. 7. The file can then be saved and imported into your e-marketing software. Helpful hint: You can also collect address when online applications are submitted from your Website contact your Customer Relationship Manager if you are not currently using this feature and would like to have it activated.

42 5.1 File Management Chapter 5 FILE MANAGEMENT (ALL BRANCH PRODUCTS) Overview The Admin Tool allows you to upload your own custom images and banner ads for use on the multi-column and message pages of your Website. Once uploaded, Images can be placed on a page by using the Text Editor. Images are separated into three different galleries listed under the File Management category on the Main Menu: Banner Ads, Small Images, Medium Images, and Large Images. Each has different size requirements based on image pixel width. Banner Ads: Up to 468 pixels wide Small Images: Up to 110 pixels wide Medium Images: Up to 150 pixels wide Large Images: Up to 300 pixels wide You are allowed a total of KB storage space for all images, banner ads and PDF files. For your convenience, the Image Administration pages displays the total space used: If you are nearing the maximum limit, you will need to delete unused images and PDF files to free up additional space. Uploading an Image 1. From the Main Menu, click the link to the image gallery you wish to update. (For this example, we will upload a large image). The following Image Administration screen will appear, and any previously uploaded images will be listed on the screen:

43 5.2 File Management 2. Click New to upload a new image. A new row will appear: 3. Enter an image name - this is what will appear in the image lists throughout your site. 4. Click the Browse button to locate the image you wish to upload from your computer. 5. When you have found the image, select it and click the Open button. Helpful Hint: When uploading a new image, verify there are not any spaces in the file name or it will not be uploaded. Deleting an Image When deleting an image, we recommend you first check your Website to make sure the image is not in use on any pages. 1. Click the checkbox(es) in the Delete column of the image(s) you wish to delete. 2. Click the Save button and the image will be deleted.

44 5.3 File Management PDF Files Overview The Admin Tool allows you to upload your own custom PDF files. Once uploaded, PDF files will appear in the link drop-down menu below your internal page links throughout your Admin Tool. Size Limit You are allowed a total of KB storage space for all Images, Banner Ads and PDF files combined. For your convenience, the PDF Administration page displays the total space used. If you are nearing the maximum limit, you will need to delete unused images and PDF files to free up additional space. Uploading a PDF file 1. From the Main Menu, click the Custom PDFs link. The following PDF Administration screen will appear, and any previously uploaded PDF files will be listed on the screen: 2. Click the New button to upload a new PDF file. A new row will appear: 3. Enter a Document Name - this is what will appear in the Link drop-down lists throughout your site. 4. Click the Browse button to locate the PDF file you wish to upload from your computer. 5. When you have found the PDF in the Choose File window, select it and click the Open button.

45 5.4 File Management NOTE: When uploading a new PDF file, make sure there are not any spaces in the file name or it will not be uploaded. 6. Click the Add button to add the PDF file. 7. Once the PDF file has been uploaded, you can click the View button to the left of the file name to preview the PDF. Deleting a PDF File When deleting a PDF file, we recommend you first check your Website to make sure the PDF is not in use on any pages. 1. Click the checkbox(es) in the Delete column of the PDF file(s) you wish to delete. 2. Click the Save button and the file will be deleted. External Links Adding External Links External links are links to Web pages outside of your Cavion Website. These appear in the Link drop-down menus below your internal page links throughout your Admin Tool. 1. From the Main Menu, click the External Links link. The following screen will appear, and any previously entered links will appear on the screen. 2. Click the New button to add a new link. A new row will appear: 3. Enter the Link Name - this is what will appear in the Link drop-down menus throughout your site. 4. Enter the URL of the link you wish to add. If you wish to link to an address, delete the and replace it with mailto: followed by the address (do not leave any spaces). 5. Verify that you have entered the correct URL by clicking the View button. 6. Click Save to add the link.

46 5.5 File Management Deleting External Links When deleting External Links, we recommend you first check your Website to make sure the link is not active on any pages. 1. Click the checkbox(es) in the Delete column for the Link(s) you wish to delete. 2. Click the Save button. Helpful Hint: Links used within the Text Editor will not be affected by deletion. To modify or delete those links, you will need to update the specific page on which the link is used.

47 6.1 General Admin Chapter 6 GENERAL ADMIN (ALL BRANCH PRODUCTS) User List Viewing the User List To view the list of users who currently have access to the Admin Tool, click the User List link on the main menu. The following screen will appear: This page lists the first name, last name and department of all users who have been added. It also includes the following sections: Level: Determines which areas of the Admin Tool a user can access. There are options - access levels for each are listed below: SuperAdmin: Add new users, add/edit Content, and view applications. Admin: Add/edit content, view Applications. Content: Add/edit content. Applications: View applications. *Add/Edit Content includes: Multi-Column Pages, Messages, FAQ, Application Options and File Management pages. You also have the ability to limit users content access to certain pages on the site. Status: Indicates whether a user is active or inactive. If a user is inactive, they will not be able to access any portion of the Admin Tool and will receive an error message if they attempt to log in. Adding a New User The SuperAdmin user level has the capability to add other users at your financial institution. Only Harland Financial Solutions can create a SuperAdmin user. The SuperAdmin user will be assigned as part of your set-up process. NOTE: For security purposes, we strongly recommended limiting the number of SuperAdmin users at your financial institution to two or less. Once assigned the SuperAdmin user has the capability to create Admin, Content, and Application users at your financial institution. To create a new user:

48 6.2 General Admin 1. Click the New button on the User List page. The following screen will appear: 2. By default the Active button is set to Yes. Selecting No will inactivate the user and they will not have access to the Admin Tool. 3. Enter the First Name and Last Name of the user. 4. Enter the Address of the user. An containing the Institution ID, the user s login name, and their temporary password will be sent to this address. If no address is entered, the information will appear on the screen and you will need to verbally communicate this information to the user. 5. Enter the user s department. 6. Select the User Level choose from Admin, Content, or Applications. 7. Enter a logon name for the new user. 8. All Pages is the default setting for Allow Edits To. If you wish to limit the new user to only edit a specific page on the site, click on the page in the drop down list. To select more than one page to be accessible by the user, hold down ctrl or shift key while you click the page names. 9. Click Save and the user will be added to the system. Their notification will also be sent at this time. NOTE: For security reasons, do not allow users at your financial institution to share login names and passwords. Set up a separate user for each individual.

49 6.3 General Admin Resetting Passwords Often users may forget their passwords and will need to have a new temporary password assigned. The SuperAdmin user at your financial institution can reset passwords for all user types. To reset a password: 1. Click the User List link on the Main Menu. The following screen will appear: 2. Click the First Name or Last Name of the user who needs their password reset. The User Details screen will appear: 3. Delete the existing password from the Password field and type in a new temporary password. It must be at least 8 characters and contain both letters and numbers.

50 6.4 General Admin 4. If the user has made three incorrect login attempts, their account will be locked and the Account Locked Out field will be set to Yes. Change this field to No. 5. Click the Require Password Change box. This will require the user to select a new password the next time they log in. 6. Click Save. An containing the users new temporary password will be sent directly to the user. They can then log in and create their own new password. 7. To view history on a user s password changes and other user information, click the View User History link at the bottom of the screen. Inactivating Users To remove a user s access rights to the Admin Tool, you can change their status to inactive. This is always recommended when an employee leaves your financial institution, or you may choose to inactivate a user for other reasons. To inactivate a user: 1. Go to the User List page and click the First Name or Last Name of the user who needs to be inactivated. The User Detail page will appear:

51 6.5 General Admin 2. If the user you are inactivating is currently set up in the Application Options section to receive notification when new applications are submitted, it is not possible to inactive them until the notification option has been changed. The applications will be listed on the screen. You will need to go to the Application Options section for the applications listed and select a new notification recipient. If the user is not receiving any application notifications, change the Active option to No. 3. Click Save. The user s status will be set to inactive and they will be prevented from logging in to the Admin Tool.

52 7.1 Web Statistics Chapter 7 WEB STATISTICS (INFO AND PROMO BRANCH ONLY) Overview The Admin Tool offers detailed, real-time reports on your Website traffic and other statistics. On the main menu, click the Web Statistics link. The following page will appear: Reports are grouped into two major categories listed on the left side menu: Reports: Provides summaries of basic information on the activity of your Website. Standard reports include CEO Overview, Marketing, Search Engine, Site Activity, Site Usage, Site User, and Webmaster. You also have the ability to setup your own custom reports under the Custom Reports section under Reports. Report Items: Provides summaries on specific items for your Website, which include Files, Traffic, Paths, Visitors, Referrals, Browsers, Server Responses, Search Engines, and Geographics. The favorites category allows you to add your most used report items to one section for easy access. To view a specific report, begin by clicking the appropriate report button in the left side menu. For this example, we will go to the Site Activity option under Standard Reports and view the Site Activity Report. The page will refresh and display the Site Activity report. NOTE: Additional information including term definitions and help topics can be found by clicking on Help in the upper right-hand corner.

53 7.2 Web Statistics Changing the Time Frame Data for each report can be displayed in a custom date range: At the top of the page on the right side of the screen, you will see a calendar. The calendar displays the current date range highlighted in yellow. To change the display option, click on the desired day, week, or click on the double arrow at the top of the calendar to select the entire month. You also have the ability to select a custom date range by clicking on Custom Date Range. Printing, ing, and Exporting You are able to print the reports in a printer friendly format, as well as reports or export the data. To access any of these options, click the appropriate button in the right hand side of the screen: Send to Printer: To print a report, simply click the Send to Printer button shown above and a printer-friendly version of the report will be printed. The report can be ed in HTML or Plain Text format. Click the button, then enter the required information of the recipient(s). Export: The report can be exported to Comma Separated Values (CSV), or Tab Delimited Values (TAB). Click the Export button and select your desired format.

54 8.1 Calendar Chapter 8 CALENDAR OF EVENTS (PROMO BRANCH) The Calendar of Events is a standard feature of the PromoBranch, but can be purchased with an InfoBranch or a CharterBranch. Updating the Calendar of Events The Calendar of Events module is designed to help promote community events, educational seminars, quarterly or monthly promotions, and even display holiday hours. To add an event to your Calendar: 1. Click the Calendar of Events link on the Main Menu. The calendar will appear in a popup window: You can change the month displayed by selecting a new month and year from the dropdown menus, or scroll through using the arrows in the upper left and right corners of the calendar.

55 8.2 Calendar 2. To add an event, click on the date that the event will take place. For this example, we will add a notice that the financial institution will be closed for Memorial Day on May 31st, After clicking on the date, the following window will appear: 3. After clicking on the date, the pop-up window shown on the next page will appear. Enter the Event Information: Event Title: Enter the title of the event. This will appear in the calendar on your Website and will be linked to the event description. Event Description: Enter a description of the event. If a visitor clicks on the event title, this information will appear in a pop-up window. Event Link (Optional): Allows you to add a link to another page for additional information. Link Label: Enter the text that will be linked if an Event Link is selected. Repeats (Optional): Allows you to set the event to repeat on a daily, weekly, biweekly, monthly, or yearly basis. Click the Add Entry button to save the event. The Event Title will then appear on the main Calendar screen: 4. When a viewer clicks on the event name on your Website, the detailed information entered above will appear in a pop-up window.

56 9.1 Promo Branch Chapter 9 PROMO BRANCH SPECIFIC FUNCTIONALITY This chapter contains information that is specific to the PromoBranch site only. None of the feature set described in this chapter is available for the InfoBranch or the CharterBranch. Multi-Column Pages Creating and Editing the Multi-Column Pages The Admin Tool offers five dynamic, multi-column pages as part of your Website (for Promo Branch customers only). The multi-column pages are Home, Online Services, Products, Services, and What's New. These pages are divided into three columns, with 10 rows in each column (creating 30 articles). This helps aid in the layout of the page. 1. From the Main Menu, click the link of the multi-column page you wish to update. For this example, we will use the Home page. 2. The following layout information will appear: Adding Banner Ads You have the option to place a Banner Ad on each multi-column or message page on your Website. You can add one Banner Ad per page, or you can select multiple ads that will rotate at random each time a viewer loads the page (PromoBranch only). Helpful Hint: Use banner ads that promote your products and services. Try to pick banners that compliment your theme colors. Also, try adding multiple banners to your pages so that your visitors see your site constantly changing - this gives your Website a new look on each visit.

57 9.2 Promo Branch Custom banner ad design is available from Harland Financial Solutions; contact the Cavion Helpdesk for more information. To add a Banner Ad: 1. At the top of the Layout page, you will see an Update Banner Ad button. The number of current active Banner Ads is shown below the button. 2. Click on the Update Banner Ad button. The Banner Ad Gallery will appear, showing stock images from the Cavion Banner Ad Gallery. You can choose any banner ad from our gallery, or you can upload your own custom Banner Ads in the File Management section of the Admin Tool. To preview the banner ads available, move your mouse across the image name. Select one or more banner ads to be active on each of your five multi-column pages. If multiple ads are selected, they are rotated at random each time the page is visited. To activate a Banner Ad, check the checkbox and click the Submit button.

58 9.3 Promo Branch 3. You can also update the properties of each banner ad. This includes creating a link and adding mouse-over text that will appear on the Website. To update Banner Ad Properties, click on the Banner Name. The following pop-up window will appear (for this example, we will use the Auto Loans Banner Ad). Enter the mouse-over text and link information. 4. Mouse-over text: Enter text that will appear on your Website when a user moves their mouse over the Banner Ad. 5. Link: Select an internal, external, or PDF link from the drop-down list. 6. Click Save to save your changes. 7. When you return to the Banner Ad Gallery, you will see there is now an asterisk (*) following the ad you just updated. The asterisk will appear after any Banner Ad that has Properties assigned. Helpful Hint: Once you have assigned properties to a Banner Ad, those properties remain associated with the Banner Ad on all pages on which it is used. You do not need to re-enter properties if the ad is used on multiple pages. Updating Articles 1. From the main menu, click the link of the multi column page you wish to update. For this example, we will use the Home Page link. 2. On the layout page, you will see that the page is divided into three columns. There are slightly different options available for each column: Column 1: Appears directly below the buttons on left side of your Website pages. Column 2: Appears in the center of the web page. Column 3: Appears on the left side of the web page. If there is no content entered in column 3, the content of column 2 will adjust to fill the page. 3. You will see that each column contains 10 articles similar to the following. 4. Each article on the Layout page contains the following information: Column and Row number Status codes for each article: o Empty: Available to enter content. o Active: Currently has content displayed on the Web page. o Non-active: Has content in it but is not currently in use on the Web page.

59 9.4 Promo Branch 5. To edit an article, begin by clicking on the column and row number of the Article you wish to update on the layout page. The following screen will appear: 6. By default the Active button is set to "Yes." This means the message you create will automatically appear on the Website. Checking No" will inactivate the message, and the new message will not show on the Website. 7. Position allows you to move your content to a different location in the column. The dropdown box will only list empty rows in the same column. 8. Enter and format the Article text using the Text Editor. 9. Click Save when you are done. Or, you can also: Click Delete to clear the title and content within a message. This will set the status of the cell to Empty. Click Cancel to return to the Template Layout page without updating. Flash (SWF) File Upload Flash File Upload is available for PromoBranch customers under the File Management tab. This feature allows you to upload a swf file to the Admin Tool and place it into a page via the text editor. The Custom SWF tab displays in the File Management section, as shown below. Upload a swf file like you would an image or a pdf. Click New, then name the file a user friendly name, browser for the file, and click Add.

60 9.5 Promo Branch The file displays much like below. Click View to review the file. To upload the file on a specific page, follow the instructions as shown below. 1. Go to the Content section and then the page you would like the file to display. 2. On the page where you want the flash file to appear, you must click the HTML button. 3. Locate the position where you would like the file to be uploaded through the HTML editor. 4. Install a flash script, and update it with the following specific flash information in italics. 5. Update the yellow highlighted height & width of the.swf file. These items are highlighted below. 6. Update the turquoise highlighted name of the.swf file you uploaded. 7. Add your CU# in the four spaces highlighted in green. Substitute #### with the four digits of this number. 8. Click on HTML button again for page view. Only a small place marker will be visable. 9. Click on yellow SAVE button. 10. Copy url of page and insert in browser window.

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