Editing Forms

1. Access the company dashboard.

2. Optionally, use the Customer Filter to search for a customer account.

3. In the company dashboard, click a customer tile to access the customer account.

4. Click the expand tile arrow on a payer tile.

5. Click the expand tile arrow on a recipient tile.

6. Click the EDIT button under a form tile. The Edit Form prompt displays.

7. In the Edit Form prompt, update field information as necessary.

8. Click SAVE in the Edit Form prompt.

After processing, a message will appear on the bottom right side indicating that the Form was updated.