Transfer Template Center
Using the Transfer Template Center page, you can do these template tasks:
- Search for templates
- Create templates
- Edit templates
This page displays a list of templates based on the search results. You can sort a column heading by using the 
or 
arrows. The sort order is based on the column that displays the up or down arrow.
- Create Template button
Click to go to the Create Template page to create a new template.
- Transfer Type
A transfer type to use when searching selected from these drop-down list options:
- All Transfer Types
- One to Many
- Many to One
- Status
The transfer status to use when searching selected from these drop-down list options:
- All Statuses
- Approved
- Rejected
- Pending Add Approval
- Add Rejected
- Pending Modify Approval
- Modify Rejected
- Pending Delete Approval
- Delete Rejected
- Search button
To activate the search, click this button.
- Advanced Search button
To go to the Advanced Search page to do a more detailed search, click this button. See Advanced Search.
- Select All
Click to select all transactions listed on the page.
Click individual check boxes to select one or more items in the list.
When you select items, you can perform the available options shown in the bottom left. Options may include Approve, Reject and Delete. The available options depend on your entitlements.
When you use this option to select all the items, the button changes to Select None.
- Template Name
The unique name for the template
- From Account
Identifies the account from which funds will be or were transferred
To go to the Modify Bulk Transfer page that displays all the transfers that are part of this bulk transfer, click more>>.
- To Account
Identifies the account to which funds will be or were transferred
To go to the Modify Bulk Transfer page that displays all the transfers that are part of this bulk transfer, click more>>.
- Transfer Type
Indicates the type of transfer
- Status
Indicates the transfer state, such as Pending
If the status requires action, such as approval, the status is displayed as a link. The link opens the page where you can complete the required action.
Note: To complete the required action, you must have the appropriate user permissions.
