How do I search for a statement in the document vault?
- Select Document
- Select Document Vault
- To look for a previous statement select the year or month as required
- The Product selection drop down box can be used to select an individual account.
- Use the filter option to reduce the number of documents on the screen. Filter by Document type, Read or Unread
Alternatively you can use the search function,
- Select Search (If viewed on a mobile device ‘More options’ will need to be selected first)
- Enter the Dates From and To that you wish to search between
- Select the Status of All, Unread or Read
- Select the Product or Account you wish to search on
- Select the Document Type such as monthly statement
- Select the document Description or All Documents
- Select Search
The results will be displayed. Choose the statement from the list that appears to view the PDF copy.