You can retrieve merchant boarding templates for a specified product. The default template is the first template listed when you retrieve a template.
To retrieve merchant boarding templates:
  1. In the
    Business Center
    , go to the left navigation panel and choose
    Portfolio Management > Portfolio Tools > Template Management
    .
  2. Go to the Applied Filters section and choose a product from the drop-down list.
  3. Click
    Search
     to filter the results by product.

    ADDITIONAL INFORMATION

    If templates are available for the product, the message
    Templates Have Been Retrieved
     appears at the top of the screen. The message
    Unable to Retrieve Templates At This Time
     appears if templates are unavailable or do not exist.
  4. You can sort the filtered results by the column headings. The default template is the first template in the results list.
  5. Click a template's name link to open an individual template.