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USER_MANUAL

The document is a user manual for I-Banking users, detailing the steps for logging in, changing passwords, personalizing the dashboard, viewing bank account details, and transferring funds. It includes instructions for both internal fund transfers and loading amounts to e-wallets. Each section provides a step-by-step guide to ensure users can navigate the internet banking services effectively.

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pnkpathshala
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0% found this document useful (0 votes)
7 views

USER_MANUAL

The document is a user manual for I-Banking users, detailing the steps for logging in, changing passwords, personalizing the dashboard, viewing bank account details, and transferring funds. It includes instructions for both internal fund transfers and loading amounts to e-wallets. Each section provides a step-by-step guide to ensure users can navigate the internet banking services effectively.

Uploaded by

pnkpathshala
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 21

CONTENTS

A: LOGIN AND PASSWORD CHANGE 1

B. PERSONALIZE DASHBOARD 11

C. DETAILS OF BANK ACCOUNTS, BALANCE AND STATEMENT 12

D. FUND TRANSFER: 14

I. Fund Transfer to Own Account: 14

II. Fund Transfer to Third Party Account: 15

E. LOAD E-SEWA 18

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USER MANUAL FOR I-BANKING USERS:

A: LOGIN AND PASSWORD CHANGE

Note: Once you are registered in Internet Banking Service , You will receive your LOG IN ID
and PASSWORD details in PDF format in your registered E-mail ID. PDF format will be
password protected . Logic for the PDF password will be sent in your e-mail. Please update
your e-mail ID to your nearest branch if you have not updated yet.

 To Login in internet banking service

1. Go to https://www.sanimabank.com/
(Best viewed on Google Chrome version 48.0 &above, Mozilla Firefox Version 44.0.2 &
above, Internet Explorer 11 and above)

2. Click on “I-Bank Login” menu.

3. Below Login Page will be displayed. User ID displaying in below image is same as Log
In ID provided in PDF file.

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4. Enter your LOG IN ID and verification code displayed as below.

5. Click on Login Button.

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6. After you login in your previous section, the below page will be displayed.

7. Login with your LOG IN ID and Password received in PDF file in your registered e-mail
ID.

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8. After you login in the Internet Banking, the terms and conditions will be displayed. Then
click on agree for further processing.

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9. After you click on “Agree”, you must register the security questions and answers as
below. After you have registered for Security questions and answers, you can continue.

These security questions you are registering here will be used for your password reset in case
you forget your password.

Minimum number of questions to be answered is 2.

You must enter your transaction password if provided in PDF file in your registered e-mail ID to
register your Security questions and answers.

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10. After you setup security questions, below page will be displayed.

11. Update the phrase details on top and select any images you lilke before you click on
“UPDATE”.

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12. After that you must change the sign in password and transaction password as per the
password policy. Then click on “SUBMIT”.

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To change sign in password, In the password section, enter the old password provided in
PDF file and in New password, enter the new password as per password policy.

To change Transaction Password, In the password section, enter the old password provided
in PDF file and in New password, enter the new password as per password policy.

The sign in password should be different from transaction password.

13. After successfully login the dashboard screen will be displayed as below.

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 To update Personal Settings, Security Settings and Preferences.

1. Click on “ My Profile” showing your Nickname on right top side.

2. You can update your personal settings, security settings and preferences.
3. You can change your Log in Id from Security Settings.

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 To access available Menus

You can go to menu options and click to access different menus.

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B. PERSONALIZE DASHBOARD

If you want to personalize your dashboard you can add or remove widgets by clicking on
personalize dashboard section on top or “Insta Widgets” on bottom.

If you want to add “Account summary” and “Deposit Accounts”, Click on the following section
and the items will be displayed on the page.

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C. DETAILS OF BANK ACCOUNTS, BALANCE AND STATEMENT

1. If you want to view details of your bank account, balance and statement, Click on
“Accounts” under “Main Menu”.

2. If you want to view statement of your accounts, Click on “Account Summary” and select
the account number.

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You can search Transactions and view statement for a period of time.

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D. Fund Transfer

I. Fund Transfer To Own Accounts :

You can transfer your amount from one saving account to another saving account within Sanima
Bank.

1. Go to Main Menu
2. Go to Transactions
3. Initiate Funds Transfer
4. Funds Transfer to Own Accounts

5. Fill up the Details and click on “CONTINUE”.


6. Confirm your details with Transaction Password and click on “CONFIRM DETAILS”.

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II. Fund Transfer To Third Party Accounts

You can transfer your amount from your saving account to other’s saving account within Sanima
Bank.

Before performing third Party transfer transactions, first you have to add Counterparty.

To add Counterparty:
1. Go to main menu
2. Go to Transactions
3. Go to Transactions Support Services
4. Go to Manage Counterparty
5. Click on Add Counterparty

6. Fill up the Counterparty Details and Account Details. Please select counterparty Bank as
Home Bank and click on “CONTINUE”.

7. Confirm your details with Transaction Password and click on “CONFIRM DETAILS”.

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 To Transfer fund to Third Party accounts:

1. Go to Main Menu
2. Go to Transactions
3. Go to Initiate Funds Transfer
4. Go to Funds Transfer to Third Party Account

5. Fill up the Beneficiary Details and click on “CONTINUE”.

6. Enter your Transaction Password to confirm the details and click on “ SUBMIT”.

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E. LOAD E-SEWA :

You can load amount from your saving account to your own or other’s e-wallet.

Before loading funds to wallet, first you need to add beneficiary wallet ID ( Biller).

To Add Biller:
1. Go to Main menu
2. Go to Transactions
3. Go to Transaction Support services
4. Go to Manage Billers
5. Click on Register Biller

6. Click on Register
7. Fill up the details and click on “CONTINUE”.

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To Load amount to Esewa:
1. Go to Main Menu
2. Go to Transactions
3. Go to Initiate Fund Transfer
4. Go to Initiate Bill Payment

5. Select account from drop down menu, fill up the required details and click on “CONTINUE”.

6. Check payment details, enter confirmation details ( Transaction Password / OTP) and click
on “SUBMIT”.

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