Your selected question


How do I save a copy of an existing template?


If you need to set up templates with similar details, the easiest way to do this is to start with an existing template, then edit the details to make a new version - for example, you may want the same beneficiary but a different debit account or save an existing template with a new reference.

When viewing an existing template, users with the ‘Add template for payment' privileges will see a Save copy as button. If you select this, it will take you to the Create template screen for that template, with all the details of the original already filled in. You can now amend these details and save it as a new template with a new reference.

Did this article answer your question?