• Guidance: how to amend a template

    Amending a template

    Step by step guide

    Corporate Online

     

    1. Log in to Corporate Online

       log in screen
    2. Select ‘Payments

        amendtemplate2

    3. Select ‘Manage Templates

        amendtemplate3

    4. Select either ‘Personal’ or ‘Shared’ from the template types

        amendtemplate4
    5. Select the template that you wish to amend 
    6. Select the ‘Amend’ button

        amendtemplate5
    7. Amend the appropriate field e.g. Debit Account Number 
    8. Once you are happy with your changes, select the ‘Save’ button. 

     

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