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Edit Template

Clicking on the (+) button on Wire Transfer page will enter Wire Setup. Here you can create a new wire, create new template or edit a wire template.

To edit an existing template click + button near the top of the page. This will enable the wire wizard in which you will elect edit template

You will then be presented with a list of previously created templates. Click on the template you wish to edit to begin the template editing process.

Make the desired changes and click Continue:

A confirmation of the changes will appear; once you have reviewed the changes, click Update Template:

Deleting a Template

In the event you wish to delete a wire template, use the 3 dots to the right of the template to do so.

Click Delete Template and review the warning message that displays:

Click Yes to continue.

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See Also

New Wire from Template

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