Difference between revisions of "E-file User"
Line 102: | Line 102: | ||
__NOTOC__ | |||
= e-file FAQ - User profile's section = | |||
<small>''Page's last update : {{REVISIONDAY2}}/{{REVISIONMONTH}}/{{REVISIONYEAR}}''</small> | |||
< | == Initial Setup == | ||
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px; overflow:visible; > | |||
<div style="font-weight:bold;line-height:2.5;">How can I get credentials ?</div> | |||
<div class="mw-collapsible-content"> | |||
: 1. Ask your local e-file administrator to create an account for you | |||
: 2. As soon as it is done, you will receive an e-mail from infoechg@bourse.lu, click the link to create your password | |||
[[File: | ::[[File:Mail from infoechg@bourse.lu.png|700px]] | ||
::[[File:Account recovery.PNG|700px]] | |||
< | </div> | ||
</div> | |||
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px; overflow:visible;"> | |||
<div style="font-weight:bold;line-height:2.5;">I forget my password</div> | |||
<div class="mw-collapsible-content"> | |||
:Use the 'Forgotten password' button on the home page | |||
</div></div> | |||
2- | <div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px; overflow:visible;"> | ||
<div style="font-weight:bold;line-height:2.5;">My data is not up to date</div> | |||
<div class="mw-collapsible-content"> | |||
:[[Onboarding| Follow the onboarding page]] | |||
</div></div> | |||
== Submitting a report == | |||
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px; overflow:visible;"> | |||
<div style="font-weight:bold;line-height:2.5;">I want to send a 'ready to send' report </div> | |||
<div class="mw-collapsible-content"> | |||
:You can send it through the [[Transmission_Module|transmission module]]. | |||
</div></div> | |||
[[ | <div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px; overflow:visible;"> | ||
<div style="font-weight:bold;line-height:2.5;">I want to create a report</div> | |||
<div class="mw-collapsible-content"> | |||
:Some reports can be filled and sent via an e-file form, see the [[ReportGeneration|Report Generation module]]. | |||
</div></div> | |||
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px; overflow:visible;"> | |||
<div style="font-weight:bold;line-height:2.5;">I have lots of reports to send</div> | |||
<div class="mw-collapsible-content"> | |||
:We offer an automated solution called the [[Sending_Service_home|Sending Service]].</br>Talk to your local e-file administrator or IT team. | |||
</div></div> | |||
== Being informed / Monitoring == | |||
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px; overflow:visible;"> | |||
<div style="font-weight:bold;line-height:2.5;">I want to know my sends' status</div> | |||
<div class="mw-collapsible-content"> | |||
:The [[Transmission_Monitoring|Transmission Monitoring]] module is designed for. | |||
</div></div> | |||
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px; overflow:visible;"> | |||
<div style="font-weight:bold;line-height:2.5;">I want to receive notifications by e-mail</div> | |||
<div class="mw-collapsible-content"> | |||
:You can find a video tutorial <b> <u> [[Media:E-file alerts.mp4| here]] </u> which summarise the below process</b> | |||
:<u>'''Step 1'''</u> : Connect to e-file with your user credentials : '''https://www.e-file.lu/e-file/''' | |||
:<u>'''Step 2'''</u> : Select Update my profile | |||
:[[File:Select Update my profile.png |200 px]] | |||
:<u>'''Step 3'''</u> : Select Customize your notifications. | |||
:[[File:Customize your notifications.png |200 px]] | |||
:<u>'''Step 4'''</u> : Select the relevant group. | |||
:[[File:Select group555.png |400 px]] | |||
:<u>'''Step 5'''</u> : Select the Alert type. | |||
:[[File:Notification.png |500 px]] | |||
:The changes are automatically saved upon click. No further validation is required. | |||
:<u>'''Optional Step 6'''</u> : Receive only your alerts and not the whole group's ones. | |||
:Ticking also the group box, the sends from other users of the same reports' group will be ignored. | |||
:[[File:Alerte Notification.png |500 px]] | |||
:[[Category: FAQ e-file]] | |||
</div></div> |
Revision as of 09:36, 3 September 2024
Page's last update : 7 August 2024
First Connection
The instructions below will explain you how to access the e-file
Step 1:
As soon as your E-file administrator has created an account for you you will receive a mail from infoechg@bourse.lu:
You need to go to the link in order to create your password
e-file password policy
(Figure 42)
The password you will have to provide must follow the rules below:
- At least one upper and one lower case letter
- At least one number
- At least one special character from this list: ! # $ % & ( ) * + , . /: ; < = > ? ^ _ @ { | } [ ] ~
- At least 8 characters and at most 20
Please note that :
The validity of your password is not limited in time.
Our system blocks the user after 3 incorrect attempts and it is the e-file administrator who has to unblock the account.
Passwords are encrypted in our database and we do not keep them. You may re-use them.
Alert notifications
Please be informed that you can receive alert notifications by email triggered by specific events.
Example : Court orders sent by the Luxembourgish judicial police (=> CSSF - Circular 13/566)
If you want to be notified by email each time the Luxembourgish judicial police sends you court orders, you have to follow the steps below.
You can find a video tutorial here which summarize the below process
Step 1 : Connect to e-file with your user credentials : https://www.e-file.lu/e-file/
Step 2 : Select Update my profile
Step 3 : Select Customize your notifications.
Step 4 : Select group.
Step 5 : Select the Alert type.
The changes are automatically saved upon click. No further validation is required.
Optional Step 6 : Receive only your alerts and not the group's ones.
Ticking also the group box, the sends from other users of the same reports group will be ignored.
Transmisson Module
e-file FAQ - User profile's section
Page's last update : 03/09/2024
Initial Setup
- Use the 'Forgotten password' button on the home page
Submitting a report
- You can send it through the transmission module.
- Some reports can be filled and sent via an e-file form, see the Report Generation module.
- We offer an automated solution called the Sending Service.
Talk to your local e-file administrator or IT team.
Being informed / Monitoring
- The Transmission Monitoring module is designed for.
- You can find a video tutorial here which summarise the below process
- Step 1 : Connect to e-file with your user credentials : https://www.e-file.lu/e-file/
- Step 2 : Select Update my profile
- Step 3 : Select Customize your notifications.
- Step 4 : Select the relevant group.
- Step 5 : Select the Alert type.
- The changes are automatically saved upon click. No further validation is required.
- Optional Step 6 : Receive only your alerts and not the whole group's ones.
- Ticking also the group box, the sends from other users of the same reports' group will be ignored.