12 Questions
What should you do before creating a wire template?
Select the branch from which you are creating the wire
Where can you find your inbound files, outbound files, and transactions on PPJV Wires?
Dashboard/liveboard
When can you create a wire template on PPJV Wires?
At any point along the progress bar from General Information to Review
What is the purpose of saving a wire template on PPJV Wires?
To store prefilled information for future repeated use
What should you do after giving your wire template a name?
Click the green Create button
What naming convention does PPJV recommend for wire templates?
One determined by your credit union
Where can you find the option to apply a template on the General Information screen?
On the right dropdown menu
What should you do to modify an existing template?
Select your branch on the dashboard, go to Messaging, then Templates
Why does PPJV recommend using a specific naming convention for templates?
To make finding and using the correct template easier
Where can you find options to edit, duplicate, or delete a template once it's highlighted?
In the upper middle of the screen
Which action should be taken to view the history of a template?
Click on View template details
What technologies and partnerships does PPJV provide to support users?
ISO 20022 compliant technologies and partnerships
Learn how to navigate the PPJV Wires dashboard with step-by-step instructions. Discover how to access the messaging dropdown menu, view inbound and outbound files, and select different branches. Perfect for new users of PPJV Wires looking to familiarize themselves with the platform.
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