How to Encrypt Customer Statements that are Sent via Email with Password
How to Encrypt Customer Statements that are Sent via Email with Password
Guardian and CustomerEmail Statements can now be encrypted with a password before sending the statement emails.
Password used will be in the following order:
· Identity Number (ID Number)
· Passport Number (If no ID Number)
· School EMIS Number (If none of the above is captured)
Steps:
a) Navigate to:
Home > Accounting > Customers > Email Statements > Guardians
b) Check the Encrypt Statement Checkbox.
c) The user can view the password that was used for the encryption by viewing the Password in the Grid View (Scroll to the Right).
d) Select Guardian or Customer to send statements to.
e) Select the Send Now button. ().
f) Customer or Guardians will receive the following message when trying to view statement.
Note the following:
· Should the school implement the Password Encryption on the Customer / Guardian statements, it is the responsibility of the school to communicate the above-mentioned process to the Customers / Guardians.
Should a Customer / Guardian not be able to open a statement the Customer / Guardian must contact the school to obtain the correct Password.
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