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Transfer Templates


Book Transfer templates help streamline the administrative burden of entering common, recurring transfer details by allowing users to save information that can be used to quickly send a transfer at any time.

Transfer templates are saved at the company-level, meaning all KeyNavigator users at a company can view and use templates saved by other users at that company.

Template List

To access your company’s Book Transfer Template List, click Template List from the Book Transfer List page.

Book Transfer

Creating a Template

There are multiple ways to create a template.

  1. From the Book Transfer Template List page, you can create a new template by clicking Create Template and entering all the details you wish to be saved for future use.

    NOTE: Only the From Account and To Account fields are required on templates. This allows you to save the detail that is consistent and leave frequently changing details open to fill in when you submit the transfer.

    Book Transfer

  2. At any time during the Create Book Transfer process, you can save the information entered as a template by clicking Save as Template.

    Book Transfer

    You will be prompted to enter a Template Name, enter your template name and click Save for your template to be stored in the Template List.

    Book Transfer

Editing or Deleting a Template

To Delete:

  1. Use the sort and filter capabilities on the transfer you wish to delete
  2. Click the +icon to expand the transfer details
  3. Click Delete
  4. When a template is deleted, it will no longer be viewable on the template list and cannot be recovered.

To Edit:

  1. Use the sort and filter capabilities on the transfer you wish to edit
  2. Click the +icon to expand the transfer details
  3. Click Edit
  4. Enter changes to the template details
  5. Click Submit to send/schedule the transfer or Save as Template to add it to your company’s Template List for future use