Templates can be used to make ordering cards quick and easy. They allow you to pre-define basic card settings for when you are placing similar card orders, meaning all you need to add is the vehicle registration number or driver name and PIN. You are able to save and use multiple templates.
Please note: Templates are set at the account level which means anyone with access to that account will be able to utilize them.
A. How to create a card ordering template:
- Select Cards from the menu in the top left corner of the page.
- Click Order cards in the top right of the page.
- Fill out the following details to form to your template (for more detailed information see the article on Order Card).
- Network coverage
- Purchase Category
- Restriction Profile
- PIN settings
- Card Group
- Click Save template at the bottom of the page.
- Name the template and click Save. Next time you place a card order, you can click the Templates link in the top right of the order form and choose from your pre-saved templates.
B. How to apply a card ordering template:
- Select Cards from the menu in the top left corner of the page.
- Click Order cards in the top right of the page.
- Click on Choose a Template.
- Select the desired template, the settings from the template will apply, and you will still be able to edit specific card details, such as name on the card, VRN and PIN code (if you have selected a custom PIN code template).