User type: fund manager
Once we have the templates to describe the transfer information packages created and stored locally, the next step is to upload them to the platform so that they can be used. To do this, click on "administration templates" on the "Administration" tab
Entering the template administration will display the screen for maintaining templates, where the system templates are listed, with the possible options:
- Add template
- Modify template
- Delete template
- Download XML from the template
- Enable / disable template
Add template
To add a template, the user will need to name the template and upload the associated template file, which was previously created with the template editor.
Template modification
Modifying a template allows you to upload a new template file, as long as there are no more information packets that use it.
Template removal
Deleting a template can be done as long as the template does not have information packets associated with the platform.
XML download
Download the XML that defines the template.
Enable / disable template
The activation and deactivation of templates is intended to prevent the use of obsolete templates when they cannot be removed, as there are already information packages that use them. When a template is disabled it cannot be used for new PIT revenue.
