Difference between revisions of "E-file User"

From E-fileWiki
Jump to navigation Jump to search
 
(30 intermediate revisions by 2 users not shown)
Line 1: Line 1:
<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>


= First Connection=


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


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]]


[[File:Mail from infoechg@bourse.lu.png|700px]]
::[[File:Account recovery.PNG|700px]]


You need to go to the link in order to create your password
</div>
</div>


[[File:Account recovery.PNG|700px]]
<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>


<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>


= e-file password policy =
<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>


[[File:Password.png|300 px]]
== 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>


(Figure 42)
<div class="mw-collapsible mw-collapsed" data-expandtext="Show" data-collapsetext="Hide" style="width:500px;  overflow:visible;">
<span id=I_want_to_receive_notifications_by_mail></span>
<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>


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


* At least one upper and one lower case letter
:<u>'''Step 1'''</u>  : Connect to e-file with your user credentials : '''https://www.e-file.lu/e-file/'''
* 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.
:<u>'''Step 2'''</u>  : Select Update my profile


Our system blocks the user after 3 incorrect attempts and it is the e-file administrator who has to unblock the account.
:[[File:Select Update my profile.png |200 px]]


Passwords are encrypted in our database and we do not keep them. You may re-use them.




:<u>'''Step 3'''</u>  : Select Customize your notifications.


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


= Alert notifications =


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


:<u>'''Step 4'''</u>  : Select the relevant group.


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


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.




<u>'''Step 1'''</u>  : Connect to e-file with your user credentials : '''https://www.e-file.lu/e-file/'''
:<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>'''Step 2'''</u>  : Select Update my profile


[[File:Select Update my profile.png |200 px]]


:<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.


<u>'''Step 3'''</u>  : Select Customize your notifications.
:[[File:Alerte Notification.png |500 px]]


[[File:Customize your notifications.png |200 px]]
:[[Category: FAQ e-file]]




 
</div></div>
<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]]
 
<u>IMPORTANT :</u> 
 
A green window will pop-up stating that the update has been saved.
 
 
 
<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=
 
 
 
==  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 | 700px]]
 
 
 
A pop-up windows opens indicating that the import was successful " Change done".
 
[[File:ChangeDone.png | 700px]]

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


Retrieved from "http://www.e-file.lu/wiki/index.php?title=E-file_User&oldid=7555"