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Copy Template

Geography: This article is applicable for ANZ Transactive - Global customers banking in Australia, New Zealand and China.
Full details are available in Features by Geography.
To reduce the risk of fraud, ANZ recommends you always validate beneficiary details when using the copy template function.

To copy a payment template that is in an Approved or Deleted status, follow the steps below.

STEP ACTION
1 Go to the Payments > Template screen
2 Locate the template and use one of the following methods to copy the template:
  • Method 1: Right-click on the template and click Copy on the Context Menu
  • Method 2: Select the template and click Actions > Copy on the Control Bar
  • Method 3: Click on the template to display the Template Details screen and then click Copy on the Control Bar
RESULT: The template details are copied into a new template that is in a Draft status.
Click Save as Draft on the Control Bar to complete any template updates at a later time.
Click Template Audit History on the Control Bar to view the template's audit history.
Click Close on the Control Bar to discard any updates made to the template.