12 Docu-Bank¶

Automatic retrieval and processing of bank statements via the Docura system

01 Refs¶

• Certificate creation or renewal

02 Bank connection guide¶

1. In the menu, select Docu-Bank → Settings → Bank accounts.
   
2. Click Connect account and follow the instructions: log in to your internet bank and activate the service.
   
   
   
   
3. Once the account has been connected successfully, a paperclip-shaped icon appears in front of it in the Psd2 column.
   
4. Every three months the user receives an email asking to update the data. To do this, repeat step 2.