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>


= 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 | 800px]]
 
 
 
A pop-up windows opens indicating that the import was successful " Change done".
 
[[File:ChangeDone.png | 600px]]

Latest revision as of 11:00, 20 September 2024

e-file FAQ - User profile's section

Page's last update : 20 Sep 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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