To approve a template that is in a Pending Approval status, follow the steps below.
Use Method 1 or 3 to approve several templates at the same time.
STEP
ACTION
1
Go to the Payments > Templates screen
2
Click View > Pending Approval from the Control Bar to view all templates Pending Approval. If required, you can further refine the templates on screen by using Filter or Sort:
Use Filteron the Control Bar. Enter criteria into one or more text boxes that are under each column heading to display matching records.
Sortcolumns by clicking on the column heading. The column will reorder in ascending order. Click again to order in descending order.
3
Use one of the following methods to approve the template:
Method 1: Select the template(s) and click Approve on the Control Bar
Method 2: Right-click on the template and click Approve on the Context Menu
Method 3: Select the template(s) and click Actions > Approve on the Control Bar
Method 4: Click on the template to display the Template Details screen and then click Approve on the Control Bar
RESULT: A confirmation message is displayed advising that the template(s) has been approved and the template status changes to Approved.
