Categories provide a method of organizing groups of similar Virtual Capture products, while Sub-Categories allow administrators to further organize the Virtual Capture products under each Category, and can be used to identify the specific type of product to be added to the application. For example, Checking Accounts or Auto Loans. When an applicant selects a Category in the Product Selection page, he or she can then click a sub-category to access the products that are available to add to the application.

This section displays an alphabetical list of the categories and sub-categories defined for the products assigned to the instance of Virtual Capture in System Management > Origination > Virtual Capture > Virtual Capture Products.

If all products are listed under the same sub-category, only the category is displayed in the Product Selection page. For more information on product categories and sub-categories, please see the General Product Attributes section of the Virtual Capture Products topic in this guide.

By default, when an applicant accesses Virtual Capture from an institution's website, he or she is navigated to the first Product Sub-Category that is listed under the first Category in the Product Selection page.

Institutions are able to customize their Virtual Capture URL to automatically direct applicants to a specific product when Virtual Capture is accessed from their website. When this occurs, applicants are automatically navigated to the category and/or sub-category specified in the URL upon accessing an instance of Virtual Capture. For more information, please see the Getting Started with Virtual Capture topic in this guide.

Once a category and sub-category are selected within the top of the Product Selection page, applicants are presented with a product card for each active product configured for the sub-category that is assigned to the instance of Virtual Capture.

The large or small device parameters set for the instance of Virtual Capture determines the contents in each Product Card, and layout of the Product Card section.

Please see the Device Parameters section in this topic for more information on the configurable settings for large and small devices.

The order in which product cards are listed under the selected sub-category, and the content that appears in each product card, is determined by the following attributes set for the product in the General tab in Virtual Capture Products:

Product Attribute	Description
List Order	Determines the order in which product cards are listed in the Product Selection page. In the above example, Money Market has a list order of 1, and Basic Savings has a list order of 2.
Display Name	Determines the name that appears for the product. For example, Money Market.
Small Image	Determines the image displayed in the header of the product card, when the Display Header and Display Header Image parameters are enabled for the device. For example: . When hovering over the small image, Virtual Capture indicates alternate text that is available to applicants using a screen reader. The alternate text for these images consist of following text concatenation: <Display Name> + "Header."
Large Image	Determines the large image displayed in the body of the product card, when the Display Card Image parameter is enabled for the device. For example:   When hovering over the large image, Virtual Capture indicates alternate text that is available to applicants using a screen reader. The alternate text for these images consist of following text concatenation: <Display Name> + "Logo."
Sales Script	Determines the informational text that appears under the large image in the body of the product card.

System administrators can also determine the text that is displayed within the button on each product card, and the buttons that appear for an account product. The following table provides an overview of the button configurations that are available for the Product Selection page:

Button	Available Configuration
	This button appears in the product card for each loan product, and when the Maximum Number Allowed parameter is set to 1 for an account product in the General tab of Virtual Capture Products. When  is clicked to add the product to the product cart, the button updates to display as follows: .   If desired, the text that appears within  and button can be updated within a Custom Settings file for the institution. If the Use Shopping Cart parameter is set to false for the instance, this button is replaced with the  button. For more information on this parameter, please see the Messaging section of the Virtual Capture Settings topic in this guide. For more information on customizing text for the Select button, please see the Customizing Global Settings for Virtual Capture topic in this guide.
	These buttons appear in the product card when an account product has been configured to allow more than one instance on an application. These buttons are displayed when the Maximum Number Allowed parameter set to a value greater than 1 for an account product in the General tab of Virtual Capture Products. If the Use Shopping Cart parameter is set to false for the instance, this button does not appear for account products configured to allow multiple instances on an application. An application starts with one instance of the account product selected. For more information on the Maximum Number Allowed parameter, please see the General Product Attributes section of the Virtual Capture Products topic in this guide.

To learn more about the behavior of the above buttons during the application process, please see Product Selection within the Virtual Application Process Overview section of this topic.

The Product Cart is a configurable feature for each instance, which provides applicants with the ability to apply for multiple products simultaneously in Virtual Capture.

The availability of the Product Cart is controlled by the Use Shopping Cart parameter located on the Messaging tab for each instance in System Management > Origination > Virtual Capture > Virtual Capture Settings. This parameter is configurable by instance; therefore, can be modified to display differently for a particular group of applicants. By default, the Use Shopping Cart parameter is set to True.

Similar to the card for each product, system administrators are able to customize the following attributes of the product cart within a Custom Settings file for their institution:

• The cart image
• The text (product) that appears in the badge next to the cart image.
• The plural text (products) that appears in the badge next to the cart image when the cart is empty, or includes more than one product.
• The text within the  button.
• The message that displays on the Product Selection page when an empty cart is expanded in a small device.

When hovering over the shopping cart image, Virtual Capture indicates "Product Shopping Cart" as the alternate text that is available to applicants using a screen reader.

For more information on customizing the above settings for the product cart, please see the Customizing Global Product Selection Settings for Virtual Capture topic in this guide. To learn more about adding products to the cart during the application process, please see Product Selection within the Virtual Application Process Overview section of this topic.

The Screen Links section provides applicants with the ability to easily navigate between different screens in the Virtual Capture application. This section displays either the name of each screen included in the Virtual Capture Workflow Model assigned to the product, or the name of the subcategories assigned to each screen for the Workflow Model, depending on configurations made by the system administrator.

The above configurations are made in the Workflow tab of the Virtual Capture Workflow Models page (System Management > Origination > Virtual Capture > Virtual Capture Workflow Models).

If no subcategories are assigned to the screens for a Workflow category, the name of each screen displays within the Screen Links section. If a subcategory is assigned to each screen, the name of each subcategory displays within the top of the Virtual Capture application.

Screen Name

When subcategories are not assigned to the screens for a Workflow category, a link to each screen is displayed within the Screen Links section. Each screen is numbered according to the order in which they are presented within the workflow model, as shown in the below example:

The name of the screen in context is shaded in blue. Once the screen is completed, and  clicked, the next screen in the workflow model is presented and shaded in blue. The previous screen appears as a blue hyperlink that, when clicked, navigates the applicant back to that screen for editing. Screens in the workflow that have not been accessed by clicking  appear in gray text, and cannot be opened by clicking on the screen name.

When Virtual Capture is accessed using a small device, the same behavior occurs within the Screen Links section, but only the number of the screen is displayed as shown in the below example:

Subcategories

When subcategories are assigned to the screens for a Workflow category, a link to each subcategory is displayed within the Screen Links section, as shown in the below example:

Subcategories are displayed in the order that they are assigned to the screens in the Workflow tab of the Virtual Capture Workflow Models page. The first subcategory listed in the Screen Links section of the application is the first subcategory assigned to the first screen under the workflow category. For more information on assigning subcategories to workflow model screens, please see the Virtual Capture Workflow Models topic in this guide.

Clicking a subcategory link navigates the applicant to the first screen assigned to the subcategory. The name of the subcategory in context is shaded in blue. Once the screen is completed, and  clicked, the next screen assigned to the subcategory is presented. When all screens assigned to the subcategory are complete, clicking  navigates the applicant to the first screen assigned to the next subcategory in the workflow. The previous subcategory appears as a blue hyperlink that, when clicked, navigates the applicant back to the first screen assigned to the subcategory for editing. Any subcategories that have not been accessed by clicking  appear in gray text, and cannot be opened by clicking on the subcategory name.

When Virtual Capture is accessed using a small device, the same behavior occurs within the Screen Links section, but a number is displayed in place of the subcategory name as shown in the below example:

The Progress Bar enables applicants to track their progress through the Origination stage of the workflow. This bar only displays in a Virtual Capture application when the Display Progress Bar parameter is set to true for the instance of Virtual Capture accessed by the applicant, as well as the type of device being used.

The progress bar functionality does not apply to Applicant screens configured as edit screens for a panel, such as the screen that appears when adding or editing an additional applicant.

The Display Progress Bar parameter is configurable by instance; therefore, can be modified to display differently for a particular group of applicants. This parameter is set for each instance within both the Small Device and Large Device sections of the Device Parameters tab in System Management > Origination > Virtual Capture > Virtual Capture Settings. The color of the progress bar is determined by the primary brand color configured for the Virtual Capture instance. This color can be modified using Custom CSS; therefore, the color may differ for each instance configured for an institution. If the primary brand color of an instance is updated, such as the background of buttons and the text on primary links, the color of the progress bar is also updated. For more information, please see the Customizing Global Settings for Virtual Capture topic in this guide.

The progress bar is calculated based on the total amount of panels across all of the Origination screens assigned to the Virtual Capture Workflow Model, and automatically adjusts as applicants move forward or backward through a workflow to display their percentage of completion.

To calculate the percentage for the progress bar, the system totals the number of panels across all of the Origination screens assigned to the Virtual Capture Workflow Model, and then divides the total number of panels by 100. Each system panel is counted as one panel in the total percentage.

As part of this calculation, the system automatically rounds percentage totals, and separately determines the worth of the last panel, to account for instances where the percentage is not an even number, and ensure that a total of 100 is reached. To calculate the worth of the last panel, the system takes the total of all prior panels and subtracts the total from 100. 

For example, if there are five panels on all screens in the Origination stage, each panel is calculated as 20% since 100 divided by 5 equals 20.

If there are six panels on all screens in the Origination stage, the progress bar is calculated as follows: 100 divided by 6 = 16.6666667. Since this calculation results in an uneven number, the percentage is rounded each time a screen loads in the application to ensure that an even number is populated for the progress bar. The system then totals the first five panels, and subtracts the total from 100 to determine the worth of the final panel.

The table below provides an overview of the percentage that is calculated for the progress bar upon completion of each screen in the Origination stage, using the above example:

If a panel is hidden, as per screen interactions, the panel is excluded from the progress bar calculation. If a panel is hidden due to no data, the panel is considered complete in the percentage calculation for the progress bar. Panels can be hidden in an application based on configurations made in System Management > Origination > Virtual Capture > Virtual Capture Screens. For more information, please see the following sections in the Virtual Capture Screens topic: General under the Panels section Interactions

When an applicant completes a screen, and clicks  to proceed through the workflow, the progress bar automatically updates to reflect his or her progress in the application:

The above example depicts how the Progress Bar appears in a large device. In a small device, the Progress Bar appears as follows:

If an applicant clicks , or clicks a link in the Screen Links section to return to a prior screen or subcategory, the amount in the progress bar is reduced to reflect the percentage of completion as of that screen.

Watch the video below to see the progress bar in action:

The Buttons section of the Virtual Capture web application displays a combination of the following buttons, depending on the screen in context:

Button	Description
	Click this button to save the current screen, and navigate to the previous screen in the application. This button is not displayed for the first screen in the application. In a mobile device, the "Previous" label is removed, and the button appears as follows: .
	Click this button to save the information entered within the current screen.
	This button only appears in Guest applications. Click this button to exit the Guest application process, and create an online profile. The system administrator determines the location where an applicant is navigated upon exiting of a Virtual Capture instance. For more information, please see the Logout section of the Virtual Capture Settings topic in this guide. For more information, please see Guest Application in the Online Profile Management topic.
	Click this button to save the current screen and navigate to the next incomplete screen in the application. This button is not displayed for the last screen in the application. In a mobile device, the "Continue" label is removed, and the button appears as follows: .
	Click this button to save the current screen and submit the application to the financial institution. This button is only displayed on the final screen in the application workflow category. In the Origination workflow category, clicking  submits the application to the financial institution for decisioning. In the Approval workflow category, clicking  submits the application to the financial institution for disbursement. The Submit button is disabled if the application is in a Pending Review status or is rejected. Depending on the workflow model configuration, screens for the subsequent workflow categories (Underwriting, Approval and Decline) may display after  is selected.
	Click this button to add an applicant, collateral, or reference to an application. Once this button is clicked, fields display to allow information to be entered for the applicant, collateral, or reference. The  button displays for the Additional Applicant, Collateral - Real Estate, Collateral - Vehicle, and Reference panels.
	Click this button to add an account product to the application. Once this button is clicked, the Account Product selection window appears to allow the applicant to add the desired account product(s) to the application. The  button only displays within the Account Products screen. For more information on this functionality, please see the Account Product Screen and Panel Configuration topic in this guide. The title of the Add Products button may differ for each instance of Virtual Capture, as the button text can be updated within a Custom settings file. For more information, please see the Customizing Global Settings for Virtual Capture topic in this guide.
	Click this button to remove an account product from the application. Once this button is clicked, a confirmation window appears to confirm that the account product should be removed from the application. The  button appears within each Account Product panel on the Account Products screen.
	Click this button to remove an applicant, collateral, or reference from an application. Once this button is clicked, a confirmation window appears to confirm that the applicant, collateral, or reference should be removed from the application. The  button displays for the Additional Applicant, Collateral - Real Estate, Collateral - Vehicle, and Reference panels.

The Screen section of the Virtual Capture web application displays the screen configured in System Management > Origination > Virtual Capture > Screens.

Once configured, screens are assigned to Virtual Capture Workflow Models in System Management > Origination > Virtual Capture > Virtual Capture Workflow Models. Workflow Models are then assigned to loan application types within the General tab of the Virtual Capture Products page, and account application types within the Account Application Types tab in Virtual Capture Settings.

When the Single Sign On method is implemented for an institution, applicants are provided with seamless navigation between the institution's website and the Virtual Capture application.

Once the desired product has been selected by the applicant, clicking  initializes the application process. Applicants are taken to the Application Landing Screen for the Virtual Capture instance.

The Application Landing screen appears to allow applicants to enter information to create an application, such as Name and TIN. The screen that appears is determined by the screen assigned within the Application Landing Screen parameter for the Individual instance in the Login tab of Virtual Capture Settings. The Application Landing Screen only appears if the Bypass Sign On parameter is false for the instance. Please see the Virtual Application Process Overview section in this topic for more information on the screen presented for each login method.

Upon clicking Continue on this screen, applicants may be prompted to resume an existing application, or create an application from a Promotion.

When resuming an application, applicants are taken to current screen in the application workflow. If a new application is being created, applicants are taken to the first screen in the application workflow.

For more information on the Single Sign On process, please see the Virtual Capture Sign On Specifications document available on the Temenos Client Portal.

The Online Profile functionality allows new account holders, and applicants who do not log in through their financial institution's web site, to establish a secure online profile where they can safely create and manage applications in Virtual Capture. The Sign In panel enables applicants to access their secure online profile to create a new application, or view/update an existing application. If an applicant has not created an online profile, this panel also provides the ability to easily create one by clicking the Create an online profile link. The Sign In panel displays upon clicking Sign In in the Navigation Bar, or by selecting one or more  products and clicking  in the product card, or shopping cart, to populate the Login screen.

For information on creating and managing an online profile, please see the Online Profile Management topic in this guide.

To access an online profile, the applicant must enter his or her email address and password within the corresponding panel fields and click .

If desired, applicants can also click Enter on their keyboard to initiate the log-in process.

Though Password is not marked as a required field, a value must be entered to access an Online Profile. Additionally, the value entered for the password is case sensitive and must be an exact match to the password provided in the Online Profile Management screen. If the email address and/or password entered does not match the value provided in the Online Profile Management screen, an error message is presented to the applicant upon clicking .   If the correct email and/or password is not entered after three attempts, the online profile is locked for 20 minutes. A message displays to inform the applicant that the online profile has been locked and to provide a link for the applicant to update the forgotten password before the 20 minutes expire. For information on how to unlock an online profile, please see the Forgot Password section in this topic.

Upon clicking , one of the following screens may appear:

• User Authentication - Displays when an applicant accesses his or her online profile from an unregistered device.
• Start New Application - Displays when an applicant accesses an online profile from a registered device.

  The Start New Application screen appears to allow applicants to enter information to create an application, such as Name and TIN. The screen that appears is determined by the screen assigned within the Application Landing Screen parameter for the Individual instance in the Login tab of Virtual Capture Settings.

User Authentication

When an applicant accesses his or her online profile from an unregistered device, the User Authentication screen appears to validate the applicant's identity. This screen includes the Security Image and Welcome Phrase configured for the online profile as well as two Challenge questions that must be answered to proceed with the login process. The questions that appear are randomly populated from the list of five questions configured for the online profile.  

To continue with the login process, the applicant must enter a response in each Answer field and click .

The values within each Answer field are masked to ensure the security of the information entered. The responses are not case sensitive, but must match the answers provided in the Online Profile Management screen. If either of the questions are answered incorrectly, two additional Challenge questions are presented to the applicant upon clicking . If both questions are not answered correctly after three attempts, the online profile is locked for 20 minutes. For information on how to unlock an online profile before the 20 minutes expire, please see the Forgot Password section in this topic.

Once both Challenge questions have been answered correctly, the applicant is navigated to the Start New Application screen.

Start New Application

The Start New Application screen provides applicants with the ability to enter the information required to begin the application process, such as their SSN and/or Account Number. Within this screen, the First Name and Last Name fields pre-populate with the first and last name provided for the online profile.

To complete the login process, the applicant must enter an SSN and select Yes or No from the Member drop-down to identify his or her account holder status. If Yes is selected, the Account Number field becomes enabled and is required to complete the screen.

System administrators are provided with the ability to remove the Account Number field from the Start New Application screen by enabling the Hide Account Number parameter for an instance within the Login Tab in Virtual Capture Settings. When this parameter is enabled, the Account Number field does not appear in this screen regardless of an applicant's account holder status. For more information on this functionality, please see the Login section of the Virtual Capture Settings topic.

Once all information is complete, clicking  initializes the application process.

For information on the process that occurs after an application is created, please see the Virtual Application Process Overview section in this topic.

Forgot Password

In order to access their online profile, applicants must enter the email address and password they provided in the Online Profile Management screen. In the event that an applicant does not remember the password for his or her online profile, a Forgot Password? link appears under the Sign In panel to allow the applicant to easily reset his or her password.

Applicants must take the following steps to reset their password:

• In the Sign In panel, enter the email address for their online profile.
• Click Forgot Password?
• Upon clicking Forgot Password?, virtual capture attempts to match the email address that was provided with a record located within the database. If a matching email address is located in the database, a success message displays to the Virtual Capture user and a password recovery email is sent to the email address that was provided.
  
  
  

  In order to protect users from a brute force attack, the same message displays to the user if the email address that was entered does not match a record within the database

  
  
•  Within the password recovery email, the following message is displays to the user:

  

• Clicking the Reset Password Link in the email populates the Reset Password screen in Virtual Capture.

  The Reset Password link expires in 24 hours, if not used by the applicant, or expires immediately after an applicant successfully changes his or her password.

• From the Reset Password screen, the applicant is able to enter a new password for the online profile within the Password field and then re-enter the password within the Confirm field to confirm the value.

   

• Once all fields are complete, clicking  retains the new password for the online profile.

  The password entered in this field must meet the requirements set by the system administrator in the Security tab of Administrative Settings (System Management > Administrative Settings) or a validation error is received upon clicking . Please see the Administrative Settings topic in this guide for more information.

• If the password meets the necessary requirements, a message appears to confirm that the password was changed successfully. 
• After the password is successfully updated, the applicant is able to access his or her online profile from the Sign In panel. 

Profile Lock-Out

If a correct email address and/or password is not entered within the Sign In panel after three attempts, the applicant's online profile is automatically locked for 20 minutes. When this occurs, a message including a Forgot Password? link displays to inform the applicant that his or her online profile has been locked and provide the ability to unlock the profile before the 20 minutes expires. If desired, the applicant can click Forgot Password? to update his or her password and unlock the online profile following the above steps.

The Guest Login process provides applicants with the ability to log on to an instance of Virtual Capture without creating an online profile. Depending on configurations made for the instance, applicants are provided with the ability to use one of the following methods on the Sign In screen to initiate an application with the guest login process:           

• Continue as Guest
• Guest Verification

Continue as Guest

If Guest Verification functionality is not active for the instance of Virtual Capture, or the applicant does not wish to use the Email Verification feature, he or she is provided with the ability to continue the virtual application as a guest.

Click  within the Sign In screen to continue as a guest.

Applicants are taken to the Application Landing Screen for the Virtual Capture instance. Once all information is entered in the Continue as Guest panel, clicking  initializes the application process.

The applicant must enter information into the required First Name, Last Name, and SSN fields in the Application Landing Screen.

System administrators are provided with the ability to remove the Account Number field from the Continue as Guest panel by enabling the Hide Account Number parameter for an instance within the Login Tab in Virtual Capture Settings. When this parameter is enabled, the Account Number field does not appear in the Continue as Guest panel regardless of an applicant's account holder status. For more information on this functionality, please see the Login section of the Virtual Capture Settings topic.

Upon clicking , if Yes is selected from the Member drop-down, and the SSN and Account Number entered within the Login screen does not match an account in Temenos Infinity, the application is not created, and the text defined for the "Error Message for Account Holder not found in Core" parameter for the instance is displayed.

For information on the process that occurs after an application is created, please see the Virtual Application Process Overview section in this topic.

Guest Verification

The Guest Verification process allows applicants to access applications previously created as a Guest without creating an Online Profile.

In order to use this functionality in Virtual Capture, the Activate Guest Verification parameter must be set to true for the instance in the Login tab of Virtual Capture Settings. For more information, please see the Login section of the Virtual Capture Settings topic in this guide.

In order to access Virtual Capture using Guest Verification, the applicant's Birth Date and Email Address must be recorded within the previous Guest application, as the values of these fields are used to verify the applicant, and complete the Guest Verification process. It is highly recommended that these fields are marked required in the screen used to capture Applicant demographics to ensure the values are entered.

When Guest Verification is active for an instance, an  button appears within the Sign In panel in Virtual Capture. To initiate the Guest Verification process, the applicant must enter his or her email address and click .

Upon clicking , the system searches for any applications associated with the email address, and sends an email to the address provided in the Sign In panel. A message is presented in Virtual Capture to inform the applicant that an email was sent, and advises the applicant to check his or her inbox.

If there are no applications associated with the email address, the applicant receives an email identifying that there are no applications to be accessed in Virtual Capture.

The message that appears in the email is configured for the instance in the Guest Verification with No Application section of the Login tab in Virtual Capture Settings.

If the email address is associated with one or more Guest applications, the applicant receives an email with a link to the screen used to initiate the Guest Verification process.

The message that appears in the email is configured by the system administrator in System Management > Origination > Email Templates. When configuring the email template, administrators can add the ##VC Guest Verification Link## field to the template as a hyperlink, which navigates applicants to the screen used to validate their identity, and provides access to the list of applications created by the applicant during the Guest log-in process. The email template is then assigned to the Guest Verification process for an instance from the Guest Verification Email parameter in the Login tab of Virtual Capture Settings. For more information on the VC Guest Verification link, and an example of how to add the field as a hyperlink, please see the Email Templates topic in this guide.

The following image displays an example of an email configured to include the VC Guest Verification Link field as a hyperlink:

The "From" address displayed in the email is the address set for the Lending Email Address in System Management > Administrative Settings.

Upon clicking the link in the email, the applicant is navigated to the Guest Verification screen, which is used to validate their identity, and provide access to the list of guest applications associated with the email address.

The link to the Guest Verification screen is only active and valid for 15 minutes.

Within the Guest Verification screen, applicants must enter their Birth Date, and the last four digits of their Social Security Number, and then click  to initiate the Guest Verification process.

The last four digits of the applicant's SSN are masked upon entry.

Upon clicking , the system reviews the information entered to ensure it matches the data for the applicant.

If any of the fields cannot be verified, the applicant is unable to proceed with the Guest Verification process. An error message is received to inform the applicant that the data could not be verified, and provides a link to create a new application as a guest. Clicking the link in the error message navigates the applicant to the Product Selection page to create a new application.

Upon a successful verification, the applicant is navigated to the List Applications page in Virtual Capture, which includes a list of all applications that were created as guest and associated with the email address.

When the Application Listing page is accessed through the Guest Verification process, any applications created by the applicant through the financial institution's website, or an online profile, do not appear in the list. If an applicant starts an application as a guest, but creates an online profile during the application process, the application is no longer considered a guest application, and does not appear in the Application Listing page the next time the applicant accesses Virtual Capture using Guest Verification.

In addition to supporting the application process for individual applicants, vendors are provided with the ability to access vendor instances of Virtual Capture to create, submit, and view applications on behalf of their customers.

The Vendor Login panel provides the individual vendor users with the ability to log on to Virtual Capture with the username and password defined by a system administrator in System Management > Origination > Loan > Vendor Management.

In order to access a vendor instance of Virtual Capture, the vendor must be assigned to the instance in the Vendor Portal tab of Vendor Management, or the Login tab of Virtual Capture Settings. For more information, please see the Login section of the Virtual Capture Settings topic, or Vendor Portal section of the Vendor Management topic in this guide,

Once the Username and Password fields are complete, click  to initialize the application process.

If a vendor contact enters incorrect login credentials multiple times, their user is deactivated. In order to continue with the virtual application process, the vendor contact must be re-activated within the Contacts tab in Vendor Management. For more information, please see the Contacts section of the Vendor Management topic in this guide.

Reset Password

If the vendor user has forgotten their password, clicking the Reset Password link on the Vendor Login panel displays the Reset Password panel. Within the panel, enter the username and old password, and then enter a new password within the New Password and Confirm Password fields.

If the "Force Password Change on Next Login" option is selected for the user within the Contacts tab in System Management > Origination > Loan > Vendor Management, the Reset Password panel is displayed upon navigating to the Vendor instance of Virtual Capture, rather than the Vendor Login panel.

When finished entering the password information, click . Upon successful reset, the vendor user is returned to the Vendor Login panel to login using their username and new password information.