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Template Maintenance - View Details - EFT

Description

This page allows you to view the complete details of your Payment Templates.

Viewing Details of a Template

The process to view the details of templates has 4 steps:

Step 1: Perform a search to find the templates you require; on the Template Maintenance - Find Templates page.

Step 2: Select the Templates you wish to view and click the View Details button. The View Details page will be displayed with the first selected template displayed.

Step 3: Review the details of the Template

Step 4: Click the Next button to view the next selected template and repeat Step 2.

Tip: If you would like to copy the Template to your Workspace check the Copy Template to Workspace checkbox and enter a Due Date before clicking the Next button.

Note: When you are viewing the last Template selected the Next button will return you to the Find Templates page.

Tip: If you need to move back to the previous template use the Back button.

Tip: You can return to the Find Templates page at anytime by clicking the Return to Search button.

User Rights/Security/Filtering

• All users can access this page.