Climate First Bank Business User Help Guide

40

Editing or Deleting Templates You can edit any of the templates on the Templates page. You can also delete an unnecessary template. However, once a template is deleted, previous payments using the template do not change.

1

2

2a

2b

2c 2d

In the Sidebar Menu , click Make a Transfer . 1. Click the Templates button.

2. Click the icon. From the drop-down menu, you have a few options: a. Click “View Details” to view additional information about a specific template. b. Click “Edit Template” to edit the template. c. Click “Delete Template” to delete the template. d. Click “Pay Now” to use the template to initiate a transaction.

Money Movement: Make a Transfer