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Customer Guide
This guide shows you how to:
- View your most recent and historical statements
- Print statements in HTML or PDF format
- Set up email notification options
- Set up email delivery options
- Set up text messaging alerts
- View and/or delete your current notification options
- Change your Doculivery password
- Add or change your email address on the Doculivery system
Plus: Helpful tips on forgotten passwords, account lockouts, and missing email addresses!
Manage External Users Guide for Administrators
This guide shows you how to:
- Change customer passwords
- Require customers to change their passwords upon login
- Identify customers as primary users for specific accounts
- Add or change customer email addresses
Click here to download a PDF of the Manage External Users Guide for Administrators
Manage Internal Users Guide for Administrators
This guide shows you how to:
- Add a new administrator or support operator,
and define their access to features
- Terminate an employee’s access
- Change an employee’s access rights
- Change an employee’s email addess
- Change an employee’s password
Click here to download a PDF of the Manage Internal Users Guide for Administrators