Caldwell Bank and Trust Business Banking User Guide

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Wires Initiating a Template

Using templates for recurring payments reduces mistakes and saves you time.

Part 1: Initiating a Template

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In the Business Banking tab, click Wire . 1. Click the icon. 2. Click the New Wire button.

3. Click the New From Template button. 4. Select the template you would like to use. 5. Edit or add any necessary information and click the Continue button.

Wires: Initiating a Template