Reviewing Wire Transfer Templates

You can review, approve, edit, and delete a wire transfer template in Wire Manager by using the Review Wire Transfer Template functionality.

To review or approve a wire transfer template:

  1. Open Wire Manager Transfers. The system displays the Select Wire Transfer Criteria page.

  2. Select Review Wire Transfer Template, type additional search criteria, and then click Submit. The system displays the Review Wire Transfer Templates page.

  3. Select the Approve check box to approve the wire template, and then click Submit.The system approves the template.

You can click the Select All hyperlink to select the check boxes for all wire templates. Click the Deselect All hyperlink to clear all of the check boxes. You are not able to approve the template if displays.

  1. Click to edit a template. The system displays the Change Wire Transfer Template page.

  2. Click to delete a template. The system displays the Delete Wire Transfer Template page.

  3. Click the Template Name hyperlink to review template details. The system displays the Inquire Wire Transfer Template page.

  4. Repeat steps 3 through 6 to review additional wire transfer templates.

  5. Click Done. The system displays the Select Wire Transfer Criteria page.

  6. Click Log Out.

See Also:

Review Wire Transfer Templates