Bank of Tennessee Business Online Banking Resource Guide

Commercial

Template Overview

Making payments within online banking is simple when you create templates for each type of transaction type that you frequently make. Be sure to monitor who can create or modify a template by altering user rights for each user. Template Overview:

Click on Payments . 1. Templates can be viewed in either list or grid form. This view can be changed by clicking List or Grid near the right-hand corner of any page in the Payments section. 2. To Edit a template, click . 3. To mark a template as a Favorite , click . 4. To Copy a template, click . 5. The Last Amount that was paid and the Last Date each template was used are also listed. 6. You can Search templates by entering a search term in the search box or by choosing a Filter type from the drop-down.

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