Edit a transfer template

About this task

You can make change to existing transfer templates. You may find that you need to further define information on a template, so that less information needs to be added when the transfer is created, or you might find that the template is too restrictive and you need to make changes to allow for more flexibility when the transfer is created from the template.

Whatever the reason for making the change, you can select the template from the Transfer Template Center to modify the template.

Procedure

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

  2. From the list of transfer templates, select the Template Name link for the template you want to edit. The Edit Template page appears.

  3. Make changes to the information you would like to change in the transfer. For detailed information on each transfer type, refer to the following topics:

    Create Transfer (single)

    Create One to Many Transfer

    Create Many to One Transfer

    For template-specific field information, refer to Edit Template.

  4. Click Continue.

  5. On the transfer preview page, verify the transfer information.

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

  7. Click Submit Transfer to complete the transfer instructions. The Transfer Template Center appears showing a success message.