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




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.




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