This section allows you to create new Templates or search existing Templates for viewing, modification, copying, approval, deletion and/or activation/deactivation.
This page allows you to Activate Templates that currently have Inactive status.
To activate an existing Template that is in Inactive Status:
Manage Templates Page |
- From the Search Results on the ‘Manage Templates’ page select the applicable Template(s) by clicking in the checkbox beside the Template.
- In the “Select Action” drop down list choose the ‘Activate’ option and then click on the “Go” button.
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Activate Templates: Review and Confirm Page |
- The ‘Activate Templates: Review and Confirm’ page will be displayed.
- Once the information has been reviewed, select the applicable Template(s) by checking the corresponding checkbox(es), then click on the “Confirm Activation” button.
- If you would like to review the details of a Template, click on the ‘Template ID’ link. You will be able to ‘Activate’ this Template from the ‘Template Details’ page.
- Clicking on the “Cancel” button on the ‘Activate Templates: Review and Confirm’ page will return you to the ‘Manage Templates’ main page.
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Activate Templates: Processed Summary Page |
- After confirming activation the ‘Activate Templates: Processed Summary’ page will be displayed. This page confirms the Templates that have been activated. The following information is displayed.
- The list of Templates that have been activated including:
- Template ID
- Payment Type
- Account
- Recipient
- Pre-Approved Amount
- Amount
- Currency
- Debit(Dr)/Credit(Cr)
- Service Group
- Status
- Clicking on the “Cancel” button on the ‘Activate Templates: Review and Confirm’ page will return you to the ‘Manage Templates’ main page.
- Total number of Templates Processed
- Total number of Templates Activated
- Number of Templates with errors that were not able to be processed
- The Activate Template process is complete. Click on the “Done” button return to the main ‘Manage Templates’ page.
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