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View Template - Archived

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.
This article is now decommissioned. Please refer to the new Manage Payment Templates article for more information.

To view a template, follow the steps below. 

STEP ACTION
1 Go to the Payments > Templates screen
2 Locate the template you want to view. There are several ways to find a template: 
  • Use the View menu if you are looking for a template in a particular status. Choose from Pending Approval, Approved or Requires Action.
  • Use Filter on the Control Bar. Enter criteria into one or more text boxes that are under each column heading to display matching records.
  • Sort columns 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 view the Template Details screen:
  • Method 1: Click on the template in the list
  • Method 2: Right-click on the template and click View on the Context Menu
  • Method 3: Select the template and click Actions > View on the Control Bar