Manage ATM Strategy Templates

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Manage ATM Strategy Templates

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An ATM Strategy is defined by the parameters you enter into the ATM Strategy parameters section on any of the order entry screens. The collection of parameters that make up a strategy can be saved as a template that you can recall at a later date to automatically populate all of the ATM Strategy parameters.

 

Saving ATM Strategy Templates

To save your current ATM Strategy parameters in a template:

 

1.Select the Save as Template button
2.From the presented file dialog give the template a custom name

 

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Removing or Renaming ATM Strategy Templates

Right clicking on an existing ATM Strategy template will give you the option to either Remove or Rename the strategy template.

 

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See ATM Strategy Example #1 and ATM Strategy Example #2 for further reference on how to create and save an ATM Strategy template.