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 of the account for which you want to view Lockbox Preformat details.
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 Lockboxes list box, at the bottom, which contains all box level details.
Review the Lockbox Preformat Details.
Note:
To print the Lockbox Preformat details, click Other Options, and then click Print.