A. How to Access the Financial Connection Page:
Step Guide:
1. Log in to your Docyt account.
2. On the main dashboard, click on the top left header and select the business
3. When u hover the cursor on the Management groups option, it will give option to click on the Manage tab.
4. When u click on the Manage Tab, a new window will appear. Search for the Management Group name and click on Join Group.
5. Again, go to the main header and now click and move the cursor over the option Management Group, and now you will see the entity name appearing.
6. Move the cursor over the entity name and click on the option Financial Connections.
7. You will reach to Financial Connection Page.
8. For a new connection, a new window for connecting a financial institution will appear.
Click on Connect Financial Institution>Click on Setup a new Connection
9. To reconnect, move the cursor towards the three dots (...) in front of the Banking Institution.
10. Then click on the ellipsis menu (represented by three dots) located next to the disconnected institution and select 'Reconnect.'
11. Docyt integrates with Plaid to establish a secure, continuous connection between your bank and Docyt. Click on the black "Continue" button when the Plaid window pops up.
12. Enter your username and password to access your financial institution account.
13. Select the accounts that you would like to reconnect.
14. A screen confirming your success will appear after completing the process.
15. Your connection status will be changed to 'Connected'.
B. How to review Disconnections in Financial Connection Centre:
Step Guide:
1. Log in to your Docyt account.
2. On the main dashboard, hover over the icon 
that displays a direct tab that connects to the Financial Connection Centre.
3. Click on 'Review' to go to the main page of financial connections.
4. This will take you to the Financial Connection Page.
5. Follow the same steps from Point 11 to complete the process.