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Maintain Template Group
Quickly create, modify and remove template groups. Template groups
are named collections of predefined wire transfer templates that are
bundled together for convenience so that the user may initiate multiple
wires at once from the Initiate Template Group screen.
From the Payments & Transfers menu, select Maintain Template
Group under Wire Transfer.
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Choose a template group from the
drop-down menu to update or click
New
to create a new template
group. Click
List All Groups
to
view a list of existing template
groups. Next, enter a new name in
the space provided if you wish to
update the template title.
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Choose the transfer you wish to
modify or remove by selecting
the corresponding box. To review
details, simply click on the
magnifying glass under
Details
.
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Click
Update
to continue the
process of modifying the template.
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Note:
Beneficiary Name, Physical Address and ABA number are required fields.
ABA number should be verified with the receiving bank as eligible to receive wires.