Approve Template
If you are entitled as an approver for a particular template type in Universal Online Banker, the Approve Templates page enables you to authorize a template for use in creating new payments.
When authorizing a template, your options are as follows:
- Approve – Authorizes the template for use in creating new payments
- Reject – This stops further processing of the request in its current form. The request can be edited and submitted again for approval.
- Cancel – Returns you to the previous page without making changes
In the Memo field, you can specify the reason to reject the payments.
Note: You can authorize instructions only if you are designated in the system as an approver. You cannot authorize any instructions that you created or last modified. In addition, lack of account access or exceeding a limit can prevent you from successfully authorizing an instruction.
