9.2 Approve Transfer Templates
Purpose: Use this document as a reference for approving bank transfer templates in ctcLink.
Audience: Cash Management staff
Approve Transfer Templates
Navigation: NavBar > Navigator > Cash Management > Fees and Transfers > Approve Transfer Templates
Use Approve Transfer Templates to approve modifications to an electronic funds transfer (EFT) template or Bank Transfer template.
You must approve them before you can use them.
- The Approve Transfer Templates page displays.
- Enter Approval Status = "Pending".
- Select Search.
- The Template Approval section at the bottom of the page populates.
- Select an individual template, or Select All.
- Select Approve.
- The approved templates no longer display in the Template Approval section.

- Process complete.