Citidirect be user guide. creating the User in the CitiDirect BE portal 2.

Citidirect be user guide Note: If you are a new user, you may be required to change your Password (sent by email) and set up the Security Questions Welcome to the CitiDirect Online Banking Learning Center, where you can find a wealth of information on the features and services available through CitiDirect. Security Managers are able to scroll for more details, Approve or Reject Users in this view CitiDirect BE® Mobile User Guide Download and Login Welcome Tutorial Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Users This User Guide provides an outline of features, navigation tips, and step-by-step guidance with production print screens to assist Users to fully understand how to leverage this digital document submission solution. ” • Enter your Login ID, and click “Continue. Author: Jackson, Tracey [ICG-TTS] Created Date: 11/11/2014 12:51:57 PM CitiDirect BESM is Citibank’s best-in-class web-based banking platform, which consolidates all your corporate banking functions in a globally accessible and secure platform. What can users do in CitiDirect BE Document Center? CitiDirect BE Security Management Screen Redesign | Getting Started Guide 6 Create User Entitlement Association User Entitlement Association has been redesigned to make it easier to grant or remove entitlements from many users at once. What is CitiDirect® mobile token? This is a new login credential available on the CitiDirect mobile app that enables users to login to CitiDirect® desktop, mobile and tablet. CitiDirect BE® Digital Citi Account Services Email Onboarding User Guide A quick reference for providing account opening information and documentation 1. that are supported by CitiDirect ®. For any questions on solution details, please refer to the FAQ. Descriptions of the major payment methods currently supported and procedures for creating, verifying, authorizing, modifying, deleting, authorizing, repairing and releasing payments for processing are presented. creating the User in the CitiDirect BE portal 2. Once the user clicks on Print, popup will be displayed as below for user to select the format as shown below. Getting Started 2. com Our Web Site contains FAQs, which address both the use of the application and the Web site. CitiDirect BE Mobile | How to use CitiDirect BE Mobile — For Entitled Users • CitiDirect BE Mobile now supports Trade Advisor, which enables the same trade inquiry service available on CitiDirect Online (CDOL). www. CitiDirect Basics Using the basic features and functionality of CitiDirect Online Banking. assigning the User individual entitlements to chosen CitiDirect functions, (action performed in CitiDirect Services window) Note! The CitiDirect Basics Guides provide an overview of CitiDirect, including installation, sign-on procedures, basic navigation, and procedures for customizing the CitiDirect navigation bar and summary forms, specifying your global user preferences, running reports and submitting inquiries. The ability to issue e-PRC/S-PRC via electronic banking channels means that you no longer need to raise manual requests and can receive the requested document in near real-time, saving valuable time and resources. This User Guide provides an outline of features, navigation tips, and step-by-step guidance with production print screens to assist Users to fully understand how to leverage this digital document submission solution. We have recently made some changes and enhancements to CitiDirect® Online Banking to make navigating and working in CitiDirect easier than ever. MFA users on CitiDirect BE Mobile and CitiDirect BE Tablet should proceed with “Challenge Response. Why should I try it? Setup is easy, activation takes just minutes, and login is easier than before! 3. This user guide provides quick navigation tips for Account Certification screens to help users understand how to use this digital tool. Logging In 3. Online Help Launch CitiDirect on your computer and input your UserID, click on ‘Login’ to login with QR code or select ‘Login with Biometrics’ to login with biometrics. 2. Clients can search for a preformat and initiate a payment from CitiDirect BE. • To view the user details, tap on the row and the user details tray will appear. What can users do in CitiDirect BE Document Center? Citi's next-generation award-winning banking platform CitiDirect® provides one-click access to global transaction capabilities using an intuitive and user-centric workflow. Treasury and Trade Solutions Citi . Basics Guides CitiDirect BE Mobile Cross Border Funds Transfer Quick Reference Guides Trade Services Domestic Funds/Book Transfer Getting Started Guide This Guide provides easy to follow procedures that you must perform to begin using CitiDirect. CitiDirect Basics: Comprehensive Guide 2 Citigroup Corporate and Investment Banking CitiDirect Customer Support In addition to Online Help, the CitiDirect Customer Support resources described below are available to you. Because of the diverse needs of our clients, two different interfaces have been designed. Cross Border Funds Transfer Guide This Guide describes the Payment Details form and fields used for all Cross Border Funds Transfers. Upon registration, you may begin using CitiDirect BE Mobile. User has the option to print the invoice by clicking on the “Print” option available in the top right corner of the page. Both Cash and Trade functions are supported on CitiDirect BESM, however, this user guide only covers the Trade functionality. Client This user guide provides an overview of the Payments capability in CitiDirect BE. Pulling Invoices from CitiDirect BE® | User Instructions 5. The CitiDirect experience was designed to help users manage accounts, payments, receivables, liquidity, trade, foreign exchange and reporting across the globe and supports CitiDirect® Mobile Token Overview Frequently Asked Questions 1. • On your device, enter the “Challenge Code” that appears on the CitiDirect BE Login Page into the CitiDirect and receive a digital copy of the same directly to your registered e-mail address in real-time around the clock. • Users are able to log into CitiDirect BE Desktop using their Biometrics on the Mobile App — Fingerprint or Facial Recognition (in approved markets) On the Desktop CitiDirect BE Mobile User Guide A mobile browser based application that allows clients to view and authorize payments remotely using a mobile device. If you are not sure that you can use CitiDirect BE Mobile, please contact your Citi Client Services representative. If you’re new to CitiDirect BE, you’ll receive two separate emails with your login credentials. CitiDirect BESM Reports User Guide CitiDirect BESM Inquiries User Guide . citidirect. you’re an existing CitiDirect BE user. ” A Challenge Code will be displayed. confirmation of the account balance at a specific date. Documentation submission via CitiDirect BE® Ver en Español This reference guide is designed to guide you through the steps to submit your documentation to Argentina, to enable the ability to authorize payments in CitiDirect BE®. 1. CitiDirect Online Banking - Training Guides CitiDirect Online Banking Training Guides offer detailed, step-by-step written instructions for a variety of functions and tasks. Manage your privacy preferences for CitiDirect services. • CitiDirect BE Mobile enables clients to initiate preformatted payments for domestic and international funds transfers. Users are able to create, authorize, release and delete batch payments as well as authorize and reject imported files. 6. 10 What are the default notifications settings? Login Help - CitiDirect ® Login Requirement The CitiDirect BE ® employs secure login processes to ensure that data is safe and accessible only to authorized users. What certificates are available to users? Users are able to download the following types of the account certificate: 1. Ten New Features on CitiDirect BE Part 1: Platform Capabilities Webinar This webinar provides an overview and walk through of changes on CitiDirect BE, focusing on platform enhancements and CitiDirect BE Reports and Inquiries. You can upload the Argentina Regulatory Information Form via CitiDirect BE®, using the option Document Based experience as convenient as possible. Navigation News introduces you to these CitiDirect updates. For more details, please refer to the CitiDirect BE User Guide. Each has been designed in a format that is easily printed, so you can access them in the way that is most convenient. 9 Is CitiDirect BE Mobile available for all CitiDirect users? Citi is rolling out CitiDirect BE Mobile on a branch-by-branch basis and is currently live in over 80 countries. Management/Mobile User Management. Navigation News One-click Access from the CitiDirect Left Navigation Bar to Frequently Used Services. granting the User access to the CitiDirect application, (action performed in the CitiDirect BE portal) 3. mjhsqhe yyxfz pgpe xdzhttj qdlm rldplbz syizn qkaxq nfie rjgpkh