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 Approve new Templates or changes to existing Templates.
To approve a new Template or changes to an existing Template:
Manage Templates page |
- From the ‘Manage Templates’ main page enter your search criteria, click on the “Search” button and in the Search Results click on the checkbox(es) beside the applicable Template(s) or click on the top checkbox to “Select All”.
- In the “Select Action” drop down list choose the “Approve” option and then click on the “Go” button.
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Approve Templates: Review and Confirm page |
- Once the information has been reviewed select the applicable Template(s) by checking the corresponding checkbox(s), then click on the “Confirm Approve” button.
- If you would like to review the details of a Template, click on the ‘Template ID’ link, where you will also be able to “Approve” this template from the ‘Template Details’ page.
- Selecting the “Cancel” button on the ‘Approve Templates: Review and confirm’ page will return you to the ‘Manage Templates’ main page.
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Approve Templates: Processed Summary page |
- After clicking on the “Confirm Approve” button the ‘Approve Templates: Processed Summary’ page will be displayed. This page confirms the Templates that have been approved. The following information is displayed:
- The list of Templates that have been approved including:
- Template ID
- Payment Type
- Account
- Recipient
- Pre-Approved Amount
- Amount
- Currency
- Debit(Dr)/Credit(Cr)
- Service Group
- Status
- Total number of Templates Processed
- Total number of Templates Approved
- Number of Templates with errors that were not able to be processed
- The Approve Template process is complete. Click on the “Done” button return to the main ‘Manage Templates’ page.
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