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Add Templates

You can add a template containing configured fields for easy first-time account initialization.
Follow these steps to add a product template for a merchant account:
  1. In the
    Business Center
    , go to the left navigation panel and choose
    Portfolio Management > Portfolio Tools > Template Management
    .
  2. Click
    Add new template | +
    .
  3. On the Template Details page, select a product from the drop-down menu.
  4. Click
    Apply selected product
    .
  5. Enter a name and description.
  6. Set the template as your default template for that product (optional).
  7. Click
    Next
    .
  8. Set the configuration options for the selected template. See Product Boarding Template Reference for individual template options.
  9. Some templates with multiple tabs require you to click
    Save
     before moving to the next configuration tab. If you navigate away before saving, your settings will be lost.
  10. When you have configured all the tabs for the product, click
    Submit
    . The new template appears in the list of product templates.