To modify a Settlement Conditions library profile

  1. 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.

  2. Select the Settlement Conditions library, and then click OK.  The Settlement Conditions Library Summary Form appears.  Note:  To find the Settlement Conditions library quickly, click Search.

  3. Click the Input/Modify Tab and select the profile that you want to modify.  To select multiple profiles, drag the cursor down sequential lines or hold the CTRL key as you click to select individual lines that are not sequential.

  4. Click Go to Details.  The details of the first selected library profile appear on the Settlement Conditions New Detail Form.

  5. Make the necessary modifications to the appropriate fields.

  6. Click Submit.  The next selected library profile appears.

  7. If multiple library profiles were selected and you do not want to modify the current profile, click Next to modify the next selected profile.  Once the detail form contains the details of the last selected profile, click Next or Submit to return to the summary form.

Notes: