Unenroll Group of Members from eStatements
These steps explain how to unenroll a group of members from eStatements.
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The tool used to do this is called using the eStatement Batch Unenrollment tool, which shows you which members are not receiving eStatements and why, and allows you to batch unenroll these members from eStatements so they receive paper statements only.
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You can also use this tool to identify (but not unenroll) members who are enrolled but not receiving eStatements because they have an invalid email address, have never started using online banking, or have stopped using online banking.
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Launch Tool #365 eStatement Batch Unenrollment.
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In the Processing Type field on the Batch Un-enroll Members from E-Statements pop-up, you have two options for members not receiving eStatements:
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Select Audit to view a list of these members. This lets you see who will be unenrolled or create a list so you can reach out to those members before unenrolling them.
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Select Update to batch unenroll these members from e-Statements.
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Enter a date where it reads Membership qualifications unenroll members with an eStatement enrollment date PRIOR TO.
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For example, if you would like to view/unenroll all members members who have been enrolled in e-Statements for least 60 days, you would enter a date two months prior to today.
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In the That have field, specify which members you’d like to view/unenroll based on the reason they’re not receiving e-Statements.
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For example, if you would like to view/unenroll all members not receiving eStatements because they have an invalid email address, then you would select Bad email address.
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Click the forward arrow.