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Find Templates
Description
The Find Templates page allows you to search the entire list of company templates by Template Name and Beneficiary Name.
How to Complete a Template Search
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Enter a template name.
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Enter a beneficiary name.
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Click Search.
Wild Cards
The wild card character (*) stands for any combination of letters and can be used to help search for templates and/or beneficiaries.
| Search Parameter | Search Results |
|---|---|
| Blank or * | Will display all templates and/or beneficiaries. |
| *Text | Will display only those templates and/or beneficiaries that contain any combination of characters plus the text entered after the asterisk. |
| Text* | Will display only those templates and/or beneficiaries that contain any combination of characters plus the text entered before the asterisk. |
| *Text* | Will display only those templates and/or beneficiaries that contain any combination of characters both before and after the text entered between the asterisks. |
| Text | Displays only those templates and/or beneficiaries that match the characters entered exactly. |
Search Grid
Once Search is clicked, a Template Grid, sorted by Template Name, is returned with your results as follows:
| Field | Description |
|---|---|
| X Templates Found | Will display all templates and/or beneficiaries. |
| Select radio button | Allows you to select the template that you would like to either View or Select to use to create a payment. |
| Template name | Displays the template name. |
| Beneficiary's Name | Displays the beneficiary name. |
| Select Button | Will return you to the Create/My Reports function with the chosen template displayed |
| View Details Button | Allows you to view the full details of the template. |
| Previous/Next Links | A maximum of 100 templates will be displayed per page. If more than 100 templates are found that match your search then you will be able to move to the Next/Previous 100 records. |