Approve a single transfer template

Procedure

1. From the Transfers menu, in the Manage section, select Transfer Template Center.

2. Locate the template to approve.

3. In the Status column, click either the Pending Add or Pending Modify Approval link. The Authorize Template page appears.

4. Review the template information.

5. To include an authorization memo with the transfer template record, enter the memo text in the Authorization Memo field.

6. Click Approve Template.

7. If the Password field is presented, type your user password in this field.

8. Click Approve. The Transfer Template Center appears showing a success message.