On the CitiDirect navigation bar, click Maintenance, and then click Lockbox Preformat. The Lockbox Preformat Form appears.
In the Lockbox Account Number field, click the Library Look-Up button. The Search Definition dialog box appears.
Enter search criteria to find the account number associated with the Lockbox Preformat that you want to delete.
Select the account number and click OK. All related fields on the Preformat Form are populated with any previously defined preformat details associated with the selected account number. Note: This form is divided into two sections: the Header, at the top, which contains high-level account information, and the Lockbox Summary, at the bottom, with a list box containing any box level details associated with the account number.
Click Delete at the bottom of the form. Note: Do not click Delete at the bottom of the Lockboxes list box.
A Delete Title confirmation dialog box appears. Click Yes to confirm the deletion.
Notes:
The Lockbox Account and all its boxes are deleted.
Account numbers are not deleted from the CitiDirect Account Library; only the Lockbox associations that were made to that account are deleted.
To print the information on this form, click Print.