On the CitiDirect navigation bar, click Maintenance, and then click Library Maintenance. The Library Maintenance Summary Form appears. All libraries to which you are entitled are listed by service class.
Select the Preformat Group library, and then click OK. The Preformat Group Summary Form appears. Note: To find the Preformat Group Library quickly, click Search.
Click the Input Tab, and then click New. The Preformat Group Detail Form appears. Note: A red asterisk ( * ) indicates required fields.
In the Preformat Group Code field, enter a unique code to identify a group of related preformats.
In the Preformat Group Description field, enter a description of the preformat group. For example, related preformats may be grouped by currency or beneficiary. To see all information in this field, click the multiple line button.
Click Submit. The preformat group moves to the next step in the process as defined by Flow Control requirements.
Notes:
If authorization is required, the new preformat group is not available for use until it is authorized.
Preformat Group Codes are required when creating preformats to use for repetitive payment transactions.
To return to the summary form, click Return to Summary.
To print the details of the current profile, click Print.
To clear all information for the current profile, click Clear.