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Go to Secure File Transport Application

Go to Secure File Templates tab

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  • Click on New

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  • Select the Record type for which you want to make a template

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  • Click Next

  • Enter Template Name according to your business requirement

  • Select the Object name on which the P2 Secure File Transport application is configured (For Example : If the application is configured on Contact Object, you have to choose Contact for Object Name)

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  • Click Save

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