Difference between revisions of "E-file User"

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<small>''Page's last update : 7 August 2024 ''</small>
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<div style="text-align: right; direction: ltr; margin-left: 1em;">[[Welcome_to_e-file_and_Fundsquare_FAQ|Home page ]][[File:Home.png|Return homepage|link=Welcome_to_e-file_and_Fundsquare_FAQ]]</div>
= First Connection=
The instructions below will explain you how to access the e-file
<u>'''Step 1</u>:'''
As soon as your E-file administrator has created an account for you you will receive a mail from infoechg@bourse.lu:
[[File:Mail from infoechg@bourse.lu.png|700px]]
You need to go to the link in order to create your password
[[File:Account recovery.PNG|700px]]
= e-file password policy =
[[File:Password.png|300 px]]
(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
<u> Please note that </u>:
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.'''
<u>Example</u> : Court orders sent by the Luxembourgish judicial police [http://www.cssf.lu/fileadmin/files/Lois_reglements/Circulaires/Hors_blanchiment_terrorisme/cssf13_566eng.pdf (=> 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 <b> <u> [[Media:E-file alerts.mp4| here]] </u> which summarize 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 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 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]]
= Transmisson Module=
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Revision as of 09:37, 3 September 2024


e-file FAQ - User profile's section

Page's last update : 03/09/2024


Initial Setup

How can I get credentials ?
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
Mail from infoechg@bourse.lu.png
Account recovery.PNG
I forget my password
Use the 'Forgotten password' button on the home page
My data is not up to date
Follow the onboarding page

Submitting a report

I want to send a 'ready to send' report
You can send it through the transmission module.
I want to create a report
Some reports can be filled and sent via an e-file form, see the Report Generation module.
I have lots of reports to send
We offer an automated solution called the Sending Service.
Talk to your local e-file administrator or IT team.

Being informed / Monitoring

I want to know my sends' status
The Transmission Monitoring module is designed for.
I want to receive notifications by e-mail
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
Select Update my profile.png


Step 3  : Select Customize your notifications.
Customize your notifications.png


Step 4  : Select the relevant group.
Select group555.png


Step 5  : Select the Alert type.
Notification.png
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.
Alerte Notification.png


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