Southside Bank Company Policy Online Banking Guide

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Table of Contents

Company Policy Editing Company Policy................................................................................................4 Part 1 of 9: Choosing a Transaction to Edit in Company Policy........................................ 4 Part 2 of 9: Choosing the Maximum Draft Amount........................................................... 5 Part 3 of 9: Choosing the Number of Approvals ............................................................... 6 Part 4 of 9: Choosing the Accounts...................................................................................... 6 Part 5 of 9: Choosing the Subsidiaries................................................................................. 7 Part 6 of 9: Choosing the Drafting Hours............................................................................ 7 Part 7 of 9: Choosing the Location....................................................................................... 8 Part 8 of 9: Choosing the IP Address.................................................................................... 8 Part 8 of 8: Choosing the SEC code...................................................................................... 9 Approval Limits..................................................................................................................... 10 Company Policy Tester........................................................................................................ 11 Viewing Rights to Access Features..................................................................................... 13 Establishing Rights to Access Accounts............................................................................. 14 Creating and Editing Account Labels................................................................................. 15

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