Modifying/Deleting an Export Template

 

To modify or delete an Export Template:

 

1.       From the Account Information menu, select Balance History then Balances - From Template or Transactions - From Template, to access the Template export screens.

 

2.       Select the Export ID you would like to modify from the Export ID drop-down.

 

3.       Click the modify link to access the Modify Transaction Export Template or Modify Balance Export Template screens.

 

4.       From the Modify Transaction Export Template or Modify Balance Export Template you can:

 

·         Modify the Export ID details. See Creating a Custom Account Export Template for instructions.

 

·         Delete the Download ID by clicking on the Delete button.

The following message will appear:  Delete this Export ID?

 

Click ‘OK’ The Export ID and the settings saved within the Export ID will then be deleted.

 

 

Related Topics

Account Export– Balance & Transactions

Creating a Custom Account Export Template

ScotiaConnect - Import & Export Record Layouts

Getting Additional Help