Create a many-to-one transfer or a one-to-many transfer based on a template

Procedure

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

2. Click Select Action for the template with which you want to create a transfer. The create transfer page appears. The page is populated with the transfer instructions defined in the template. The fields available depend on the template definition. For example, the date may be the only field you can define.

   For field description information, refer to the appropriate topic:

   Create Transfer (single)

   Create One to Many Transfer

   Create Many to One Transfer

3. Click Continue. The Preview Many to one Transfer page appears.

4. Review the template information for accuracy.

5. Click Submit Transfer. The Transfer Center appears showing a success message.