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Find Templates

Description

The Find Templates page allows you to search the entire list of company templates by Template Name and Beneficiary Name.

How to Complete a Template Search

Enter a template name.
Enter a beneficiary name.
Click Search.

Wild Cards
The wild card character (*) stands for any combination of letters and can be used to help search for templates and/or beneficiaries.

Search Parameter Search Results

Blank or * Will display all templates and/or beneficiaries.

*Text Will display only those templates and/or beneficiaries that contain any combination of characters plus the text entered after the asterisk.

Text* Will display only those templates and/or beneficiaries that contain any combination of characters plus the text entered before the asterisk.

*Text* Will display only those templates and/or beneficiaries that contain any combination of characters both before and after the text entered between the asterisks.

Text Displays only those templates and/or beneficiaries that match the characters entered exactly.

Search Grid
Once Search is clicked, a Template Grid, sorted by Template Name, is returned with your results as follows:

Field Description

X Templates Found Displays the total number of templates that matched your search criteria.

Select radio button Allows you to select the template that you would like to either View or Select to use to create a payment.

Template name Displays the template name.

Beneficiary's Name Displays the beneficiary name.

Select Button Will return you to the Create/My Reports function with the chosen template displayed

View Details Button Allows you to view the full details of the template.

Previous/Next Links A maximum of 100 templates will be displayed per page. If more than 100 templates are found that match your search then you will be able to move to the Next/Previous 100 records.

Search Parameter	Search Results
Blank or *	Will display all templates and/or beneficiaries.
*Text	Will display only those templates and/or beneficiaries that contain any combination of characters plus the text entered after the asterisk.
Text*	Will display only those templates and/or beneficiaries that contain any combination of characters plus the text entered before the asterisk.
Text	Will display only those templates and/or beneficiaries that contain any combination of characters both before and after the text entered between the asterisks.
Text	Displays only those templates and/or beneficiaries that match the characters entered exactly.

Field	Description
X Templates Found	Displays the total number of templates that matched your search criteria.
Select radio button	Allows you to select the template that you would like to either View or Select to use to create a payment.
Template name	Displays the template name.
Beneficiary's Name	Displays the beneficiary name.
Select Button	Will return you to the Create/My Reports function with the chosen template displayed
View Details Button	Allows you to view the full details of the template.
Previous/Next Links	A maximum of 100 templates will be displayed per page. If more than 100 templates are found that match your search then you will be able to move to the Next/Previous 100 records.