Editing branch settings templates

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You can edit a settings template by adding, editing or deleting settings.

1. To begin, open Head Office Branch Settings by selecting the Head Office dropdown menu from the left-nav and the Branch Settings menu item.

2. Select the [Manage Templates - F2] button. The Manage Settings Templates window displays.

3. Locate the template you want to edit and select the adjacent Edit icon found in the Actions column. The Edit Settings Template window displays.

4. From here, you can perform the following actions using the fields below:

Field	Action
[Select Settings - F3]	Add additional settings by selecting the [Select Settings - F3] button.
Edit icon	Edit setting values or force default values using the Edit icon found in the Action column.
Value column	Use the Value column to enter a custom value for the setting.
Force Default column	Select the tick box in the Force Default column to force the setting's default value.
Save icon	Use the adjacent Save icon found in the Action column to save your changes.
Delete icon	Remove settings using the Delete icon in the Actions column.

Note

It is mandatory to add at least one setting to your template.

Note

You will only be able to edit one setting at a time. Please ensure you save changes to each setting before selecting to edit another.

5. Once you have made all the necessary edits, select the [Save - F10] button. You're returned to the Manage Settings Templates window.