You can manage your custom template in one view.
To view the template management screen:
Click the Direct Debits tab on the left hand side.
Select File Upload.
Click Manage Templates.
Here, you can search for a custom template by the following fields or use the table to find your template:
Template Name
Template Type
Created Date Range
Show System Templates only
View Audit Trail
To view a list of actions that have occurred on the select custom template:
Click the Direct Debits tab on the left hand side.
Select File Upload.
Click Manage Templates.
Find the custom template from the Search Bar or Table
Click in the Paper Icon under Actions.
Download a Custom Template
To download a custom template from the table:
Click the Direct Debits tab on the left hand side.
Select File Upload.
Click Manage Templates.
Find the custom template from the Search Bar or Table
Click in the Download Icon under Actions.
Copy a Custom Template
To copy a custom template from the table:
Click the Direct Debits tab on the left hand side.
Select File Upload.
Click Manage Templates.
Find the custom template from the Search Bar or Table
Click in the Copy-Paste Icon under Actions.
Deleting a Custom Template
To delete a custom template from the table:
Click the Direct Debits tab on the left hand side.
Select File Upload.
Click Manage Templates.
Find the custom template from the Search Bar or Table
Click in the Recycle Bin Icon under Actions.
Select Delete.
Hide a Custom Template
Click the Direct Debits tab on the left hand side.
Select the File Upload tab.
Click Manage Templates.
Find the custom template from the Search Bar or Table
Select the eye-icon under the Show in Dropdown column.
The process can be reversed if you wish to use a hidden template in the future.
Icon | Description |
Eye Icon | The template is visible in the drop-down menu for you to select when uploading a file. |
Eye Icon with line through | The template is hidden in the drop-down menu when uploading a file. |
You can also edit your custom template from this area.