Manage Template Groups

The Manage Template Groups page provides a list of all a company's template groups.

Column Description
Select All Enables you to select multiple can edit or delete existing groups, as well as create new wire template groups or individual templates

To add templates to the group, select the check boxes of the templates and click Continue.

Template Group Name The name of the new group

The filter option can be used to filter the list based on this column.

Number of Templates The number of templates in the group
Action The options that can be performed with the template group

The options are:

  • Create Payment – Create new payments based on all templates included in the group
  • Edit – Edits the template group details, including which templates are included in the group
  • Delete – Delete the group from the system

To create a new template group, you can click the Create Template Group button.