Create a one to many transfer template

About this task

Using the Transfer Template Center, you can create templates for transfers with common information. The transfer template provides flexibility to meet the requirements for the specific transfer.

Procedure

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

  2. Click Create Template.

  3. Select One to Many. The Create One to Many Template page appears.

  4. Complete the fields on the page. For field definitions, refer to Create One to Many Template .

  5. Click Continue. The Preview One to Many Template page appears.

  6. Review the template information for accuracy.

  7. Click Submit Template. The Transfer Template Center appears showing a success message. The new template is added to the template list.

Parent topic: Transfer templates