Editing and Publishing a Template

As a program administrator, you have the ability to edit most template settings, including account controls, approval rules, and other settings.

Note: Before you edit an application template, be sure you are familiar with the features described in Configuring Templates. If you need assistance, contact your J.P. Morgan implementation manager.

When you publish a template, the template status changes to Published and the application link is activated. When you edit a published template, the template status changes to Draft and the application link is temporarily deactivated. The Status column on the Template List screen shows the template's current status. For more information, see Template Status Definitions.

As you work on a template, you can click the Check for Errors button to validate the template settings. If errors are found, they are listed at the top of the screen. Click the link in each error message to go to the field where the error occurred and make your corrections.

You can also preview the application to see how it will appear to either an applicant or an approver. From the Preview Application As list, select either Applicant or Approver to display the application in a new window.

To edit and publish a template:

Select Accounts > Account Request Manager > Templates.
If the template status is Draft, click the template name, or click the arrow in the Menu column and select View/Edit.

If the template status is Published, click the template name, or click the arrow in the Menu column and select View. On the Application Template screen, click the Edit button and then, when prompted, click Continue to deactivate the application link and edit the template in Draft status.
Complete the fields on the Setup tab. For detailed information about the fields on this tab, see Setup Fields.
Complete the fields on the Instructions tab if you want to supplement the standard instructions for applicants and approvers. In the Instructions for Applicants field, enter custom instructions that will display for applicants who view the application. In the Instructions for Approvers field, enter custom instructions that will display for approvers who review submitted applications. Each set of custom instructions is limited to a maximum of 625 characters.
Complete the fields on the General Information Fields tab. To add help text for any field, or to customize a field label, click any label that displays as a link.

From the Employee Option list, select the option that describes the expected applicant’s user status in PaymentNet.

New Employee—The applicant is not currently a PaymentNet user. A PaymentNet User ID will be created and assigned to the new account. Select Generate Login Information to send login credentials to the user by email.
No Employee—The applicant will not be logging in to PaymentNet.
Specify Employee—The applicant will be logging in to PaymentNet and may already have a PaymentNet User ID. On the application, the user will be prompted to indicate whether they are a new user or an existing user. For a new user, a new PaymentNet User ID will be created and assigned to the new account. Select Generate Login Information to send login credentials to the user by email. An existing user will be asked to enter the PaymentNet User ID to which the new account will be assigned.

Complete the fields on the Administrative Information Fields tab. To add help text or customize a field label, click any label that displays as a link. For detailed information about the fields on this tab, see Administrative Information Fields.
Complete the fields on the Approval tab if you want to configure an approval routing process. For detailed information about the fields on this tab, see Approval Fields.
To save the template as a draft, click Save as Draft.
When you are ready to publish the application link, click Publish.
By default, the application link will automatically be added to the Program Links page for your organization. If you do not want the link to be included there, clear the Show Application Link in Program Link List check box in the Template Published window. Then click Close.

Setup Fields
Field	Description
Template Information	In the Template Name field, enter or modify the template name. The name must be unique. Use the Who can edit this template? option to specify which program administrators can make changes to the current template. Click the link and choose one of the following options in the View/Edit Rights window. To assign edit rights to all PAs, select All program administrators who can view templates. To assign edit rights to specific users, choose Selected program administrators. Select one or more PAs in the View Only list and click Add to move them to the View and Edit list. To assign edit rights for this template to all users, click Add All. To remove edit rights from specific users, select them in the View and Edit list and click Remove to move them to the View Only list. To remove edit rights for this template from all users, click Remove All. Note that this does not remove your own ability to edit the template.
Template Image	To associate an image with the template, click Select an image, navigate to the image file and select it, and then click Upload. The file must be a GIF, PNG, or JPG file no larger than 200KB. For best results, use an image that is no more than 100 pixels high. To remove an assigned image, click Delete.
Application Question	To include a custom question on the application, select Enable Question, enter the text of the question, and configure the list of possible responses. For each response, enter a value in the Response field and click Add (at least one response is required). The first selection in the list will always be blank when presented to the applicant (in other words, no response is selected by default). Optionally, you can associate a response with a type of limit (for example, a credit limit or daily transaction limit). To do so, make a selection from the Type of Limit list, and enter the limit in the Amount or Quantity field. Repeat these steps to add as many responses as desired. To remove a response from the list, click Delete. Note: If a specific limit is established based on the applicant’s answer to the application question, this value will override any default limit configured on the Administrative Information Fields tab.
Applicant Notifications	Select Send email notifications to applicants if you want to send email notifications to applicants as their card applications proceed through the workflow. Notifications are sent when an applicant submits a new application, when all approvers sign off on the application (if approval routing is enabled), and when a program administrator submits the application for account creation. Notifications are also sent if an application is rejected by an approver or a program administrator.

Administrative Information Fields
Field	Description
Administrative Information	Click the Hierarchy ID link and select a node in the hierarchy. The new account will be created in this hierarchy node. For example, you might want to group Corporate Card templates together, so you would assign the same hierarchy ID to these templates.
Transaction Defaults	Select a chart of accounts to assign to the new card, then enter or select values for the segments.
Transaction Custom Fields Account Custom Fields	Enter or select values for any transaction or account custom fields.
Card Controls	Specify the credit limit and cash advance limit for the card. Select Cycle or Monthly based on whether the card limits will be refreshed after each card billing cycle or at the end of every month. Set additional amount and transaction limits as desired.
MCC Group Controls	Specify the number of MCC Groups (MCCGs) to be associated with the account (up to a maximum of 9). For each MCC Group, select the MCC Group and Group Action (Include, Exclude, or Blank). Select Cycle or Monthly based on whether the limits align with the card billing cycle or the monthly cycle. Then set additional amount and transaction limits for the MCCG as desired.

Approval Fields
Field	Description
Enable Approval Routing	Select this option to enable the approval workflow. A maximum of three approvers can be required to review and approve an application before it is submitted to a program administrator for final approval and account creation. Note: You can configure the approval workflow in one of two ways: either the approvers are specified in the template, or the applicant can be required to select an approver from a list. If you do not enable approval routing, an application is routed directly to a program administrator for final approval as soon as it is submitted by the applicant. For more information about approval routing, see Configuring Templates.
Approval Help Text	Enter custom instructions for the approval workflow (maximum of 255 characters). These instructions will display on the application and can be used to explain to applicants who their approver should be.
Reminders	Three reminders will automatically be sent to the assigned approver. An application will enter Stalled status on the day after the third reminder is sent. Use the Days Between Approval Reminders list to specify how many days apart reminders should be sent (from 1 to 10).
Who can be an approver?	Select one of the options in this section to specify which users can serve as approvers. Only PaymentNet users with the Application Approver role. If you select this option, approvers will be required to log in to PaymentNet to approve applications. Only employees with email addresses in allowed domains. If you select this option, approvers must have an email address in one of the specified domains. A domain is the part of an email address following the at sign (@). To specify the allowed domains, click Add Domains and enter the allowed domains (for example, “@jpmchase.com”), separating multiple domains with commas. You can enter up to a maximum of 2000 characters for all domains. Anyone. If you select this option, any user can approve applications, even if they do not have a PaymentNet role or an email address in an allowed domain.
Approvers	Configure a maximum of three approvers for the approval workflow. The first approver (Approver 1) is always required. If additional levels of approval are needed, click the Add button to display and complete the settings for Approver 2 and Approver 3. To remove the last approver in the process, click the Delete button. At each approval level, you can either assign the approver in the template or allow the applicant (or previous approver) to specify the next approver. To allow the user to specify the next approver, select Leave the Approver fields blank for the applicant to complete. If the approver must have the Application Approver role, the user will select the next approver's name from a list; otherwise, the user will enter the next approver's name, email address, and phone number. To assign the approver in the template, select Assign Approver and specify the approver. If the approver must have the Application Approver role, select the next approver's name from a list; otherwise, enter the next approver's name and email address.