Difference between revisions of "E-file User"

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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>
__NOTOC__
= e-file FAQ - User profile's section =
<small>''Page's last update : {{REVISIONDAY2}} {{CURRENTMONTHABBREV}} {{REVISIONYEAR}}''</small>


= Introduction =


The instructions below will explain you how to access the e-file
== 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


<u>'''Step 1</u>:'''
: 2. As soon as it is done, you will receive an e-mail from infoechg@bourse.lu, click the link to create your password


Connect to [https://e-file.lu e-file.lu] with your '''e-file administrator''' login (adminXXX) (Figure 1).
::[[File:Mail from infoechg@bourse.lu.png|700px]]


[[File:Administrator login (adminXXX) (Figure 1).PNG|700px]]
::[[File:Account recovery.PNG|700px]]


(Figure 1)
</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>


<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">
:Follow the [[Onboarding|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>


=Forgot your e-file password=
<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>


For securit
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px;  overflow:visible;">
y reasons, we are not allowed to reset administrator passwords without following a specific procedure.
<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>


Your password reset request must be sent by email and paper mail. The paper can be replaced by a fax to speed up the process => '''Fax sending to 28 370 491'''
== 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>


<u>'''The request must be submitted on letterhead of your company with the following information'''</u>
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* User's login
<span id=I_want_to_receive_notifications_by_mail></span>
* Email address which is linked to the administrator
<div style="font-weight:bold;line-height:2.5;">I want to receive notifications by e-mail</div>
* A brief explanation of the reason why you need to change it
<div class="mw-collapsible-content">
* Send your email to '''[mailto:cso.desk@fundsquare.net cso.desk@fundsquare.net]'''
:You can find a video tutorial <b> <u> [[Media:E-file alerts.mp4| here]] </u> which summarise the below process</b>


The email must come from the administrator stated above and include all information specified in the fax.
If the administrator has left the company, the fax has to be signed by a legal representative of the company.


:<u>'''Step 1'''</u>  : Connect to e-file with your user credentials : '''https://www.e-file.lu/e-file/'''


Once Fundsquare has received and checked your request, we will send you an email with your new temporary password.


<u>'''IMPORTANT NOTE:'''</u> The temporary password has to be changed within 7 days upon receipt.


:<u>'''Step 2'''</u>  : Select Update my profile


If you have further questions do not hesitate to contact our [[How to contact us|'''Client Support & Operations Desk''']].
:[[File:Select Update my profile.png |200 px]]






= e-file password policy =
:<u>'''Step 3'''</u>  : Select Customize your notifications.


[[File:Password.png|300 px]]
:[[File:Customize your notifications.png |200 px]]


(Figure 42)


The password you will have to provide must follow the rules below:


* At least one upper and one lower case letter
:<u>'''Step 4'''</u>  : Select the relevant group.
* At least one number
* At least one special character from this list: ! # $ % & ( ) * + , . /: ; < = > ? ^ _ @ { | } [ ] ~
* At least 8 characters and at most 20


:[[File:Select group555.png |400 px]]


<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.
:<u>'''Step 5'''</u>  : Select the Alert type.


Passwords are encrypted in our database and we do not keep them. You may re-use them.
:[[File:Notification.png |500 px]]


:The changes are automatically saved upon click. No further validation is required.


= Alert notifications =


Please be informed that you can receive alert notifications by email triggered by specific events.


:<u>'''Optional Step 6'''</u>  : Receive only your alerts and not the whole group's ones.


<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)]
:Ticking also the group box, the sends from other users of the same reports' group will be ignored.


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.
:[[File:Alerte Notification.png |500 px]]


:[[Category: FAQ e-file]]


<u>'''Step 1'''</u>  : Connect to e-file with your user credentials : '''https://www.e-file.lu/e-file/'''


 
</div></div>
 
 
 
<u>'''Step 2'''</u>  : Select Update my profile
 
[[File:Select Update my profile.png |200 px]]
 
 
 
 
 
<u>'''Step 3'''</u>  : Verify that your email address registered in your e-file account is valid.
 
[[File:Your e-file account is valid.png |400 px]]
 
<u>IMPORTANT :</u>  if your email address is not valid, please ask your [[Administration#e-file_administrator_functions_.28e-file_v1.29|'''e-file administrator''']] to replace it by a valid one.
 
 
 
 
 
<u>'''Step 4'''</u>  : Select Customize your notifications.
 
[[File:Customize your notifications.png |200 px]]
 
 
 
 
 
<u>'''Step 5'''</u>  : Select group.
 
[[File:Select group555.png |400 px]]
 
 
 
 
 
<u>'''Step 6'''</u>  : Select the Alert type.
 
[[File:Notification.png |500 px]]
 
<u>IMPORTANT :</u> 
 
A green window will pop-up stating that the update has been saved.
 
 
<u>'''Optional Step 7'''</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=
 
==  Configuration of keystore ==
 
 
The activated keystore, containing your LUXTRUST certificate and your encryption keys must now be provided to the workstations of each e-file user.
 
<u>'''Step 1</u>:'''
 
Open the Transmission module
 
[[File:Icon1.png | 300px]]
 
 
<u>'''Step 2</u>:'''
 
-Select the Configuration tab
 
-Click the Browse button
 
-Select your keystore
 
-Click the Import button
 
[[File:ImportKeystore.png | 600px]]
 
 
 
A pop-up windows opens indicating that the import was successful " Change done".
 
[[File:ChangeDone.png | 300px]]

Latest revision as of 11:00, 20 September 2024

e-file FAQ - User profile's section

Page's last update : 20 Nov 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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