Go paper-free

You can go paper-free and access your documents through Online for Business and Commercial Banking Online.

Steps to take

We'll guide you through it.

  • You need to be the business owner to register.
     

    1. Log in to the app. Go to ‘Profile’.
    2. Then ‘Settings’, select ‘Paper free preferences’ and follow the onscreen guidance.
    3. You’ll be asked to confirm your business email address. We’ll use this email to let you know when you have documents to view.

  • You need to be a primary administrator to register.
     

    1. To register, log in to Commercial Banking Online.
    2. Select ‘Administration’ then ‘Bank Account Settings’.
    3. Next click ‘Paper free preferences’ and follow the onscreen guidance. 
    4. You’ll be asked to confirm your business email address.  We’ll use this email to let you know when you have documents to view.

You need to be the business owner to register.
 

  1. To register, log in to Online for Business, Go to the Admin tab near the top of your screen.
  2. Within Document Preferences, select ‘View or change preferences’ and follow the onscreen guidance.
  3. You’ll be asked to confirm your business email address.  We’ll use this email to let you know when you have documents to view.

Frequently asked questions

  • Paper-free is a way that allows your business to receive statements and invoices online instead of by post. You can access documents securely in your Digital Inbox via desktop or business banking app, with notifications sent to your business email. 

    Documents are available for 10 years, and you can save or print them anytime. While some documents may still be sent by post, you can update your preferences at any time. Full Access Users can manage paper preferences and business email addresses.

  • You can choose different options for each of your accounts. This means you could choose paper-free for one account, and by post for another.

  • You’ll find the Inbox in the Account Overview by selecting the envelope icon at the top of the page.

    We’ll send you an email when you have new online documents to view.

  • All users will have a view of the Inbox, but the type of documents each user can see in the Inbox will vary to protect sensitive details. What a user can access in the Inbox is controlled by their user access levels:

     

    • Full Access Users will be able to see all the documents that we send online.
    • Delegate Users and View Only Users will see statements and invoices. They will only see these for the accounts they have access to online. They will not see any correspondence for these accounts.

  • We’ll contact you via the business email address you provide to let you know when you have documents ready to view.  

  • Once you are paper-free, invoices and statements will be the first documents sent to you online. It will take us longer to start sending other correspondence into the Inbox, so we'll make sure these are still posted to you in the meantime.

    We may not be able to send everything to you online, so we'll make sure these are sent to you in the post.

  • Each user will have their own view of the Inbox. If one user reads a document in the Inbox, it will still appear as unread for all other users.

  • If you change the business email address, we'll update the one we use when we contact your business. This means that anything we send to the current email will go the new email address. You may want to let others in your business know if this affects them. 

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