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Template Name (Post from FTP)

Use this Post From FTP auto match field to enter a descriptive name that helps identify the parameters of the template. For example, Account Number Only or Name-Date-AcctNo. If you are copying an existing template to create a new one, make sure to give the new template a unique name.

For more information on posting using auto match, see Post From FTP: Auto Match.

For more information on using Post From FTP, see Post From FTP (Auto-Post) to Client Portals.