Approve an ACH template

  1. Select Approvals from the Home page and select ACH templates.
Date, Name, Status and Changed by columns with Search review templates options

You can also search by Template name to locate a specific template.

  1. Select the template(s) to approve from the Pending approval list and select Approve.
  1. If using a hard token, enter a Passcode, Digital Signature, or Challenge Response, depending on your Security challenge.
Security Challenge window with a Passcode field and a Complete Challenge button
Security Challenge window with a Digital Signature field and a Complete Challenge button

Or, if using a soft token, select the device and scan the image.

Security Challenge window with a Device list
Security Challenge window with a QR Code
  1. Select Complete Challenge.

The selected ACH templates are approved.