How do I create a wire template in Digital Banking?

If you have frequent repeating wires, you can set up a template so each transaction is fast and simple. These templates automate your routine transactions by making a payment model. Using templates reduces mistakes and saves you time on a regular basis.

1. In the Payments & Transfers tab, click Wires.
2. Select a template type using the "+Create Template" link and choose Domestic Wire.
3. Enter the template name.
4. Select the users that have access to the template by clicking the link.
5. Select who the payment is from.
6. Select an account that the funds will be taken from.
7. Select a recipient or create a new recipient from the drop-down
8. Enter an amount
9. (Optional) Click the three-dot icon to expand or collapse the selected recipient.
10. Check the box to notify a recipient.
11. Click the "Optional Wire Information" link to add more information.
12. (Optional) Enter a message to the beneficiary.
13. (Optional) Enter a wire description.
14. Click the Save button when you are finished.