There are three template types available on CitiDirect BE, each with varying restrictions on what fields you can edit after the template is saved. Each template type is designed to suit varying payment processes in your company:
Editable Template — Least restrictive; almost all fields can be modified
Predefined Beneficiary — Only beneficiary-related fields are locked for editing; most other fields can be modified
Full-Limited Modification — Most restrictive; only payment-related fields are editable
For general purposes, we recommend using Predefined Beneficiary.
How do I set up a template for a beneficiary?
Templates are useful for saving the payment details of beneficiaries you pay to on a regular basis. Also referred to as a pre-format, templates allow you to start from a saved version and edit where you desire. Follow the steps to create a template here.