The Add a batch template screen includes a series of forms designed to walk you through the process of creating a batch template. For information about how to access these forms, see Add a Batch Template.
On the Let's Get Started tab, work with the batch template name, workflow, and numbering scheme. For more information, see Let's get started.
On the Select Fields and Defaults tab, specify how the template be used. For more information, see Select fields and defaults.
On the Configure Options Tab, specify options for commit, constituent matching, and constituent updates. For more information, see Configure options.
On the Set Permissions Tab, assign permissions to the batch template. For more information, see Set permissions.
On the Confirm and Save Tab, review batch template information to ensure the fields and options you selected are accurate, and save. For more information, see Confirm and save.