Save as Template

Introduction

This screen allows the user to save the transaction as a new template.

Navigation

• Click the Save as Template button in the New Fund Transfer screen.

• The Save as Template screen is displayed.

What you can do

The table below provides a brief description of the data that should be entered on the screen and the functions you can perform:

Field

Description

COMMON DETAILS

Transaction Type

Displays the transaction type selected.

Template Name

Enter the template name.