To create a new custom template in the template designer:
Click the Direct Debits tab on the left hand side.
Select File Upload.
Click Manage Templates.
Select Create New Template.
Within the Template Configuration table:
Type in the Template Name.
Choose an Action Type from the drop down list.
Choose a Template Type from the drop down list.
Tick if the file has headers.
Use drag and drop to move fields from Available to Selected Columns and Vice Versa.
Add Ignore Column within the Selected Columns if necessary.
Click Save Template.
šNote: There are only 2 options in Action Type: Upload New for a fresh template and Update Existing to overwrite an existing template.
