ICS2 - Templates for Filings

How to create and use templates for ICS2 filings

Creating templates is an effective strategy to streamline your ICS2 filings. By developing a template for each type of filing or for specific customers, you can significantly reduce the time spent on these processes. Please note that only Boss users are able to create, delete and edit templates.

First, select the message type for your filing and enter a reference name for your template.

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Once you have filled out all the necessary fields, click on F8 or navigate to the template menu under the settings menu.

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The template will be stored in the template tab. The ICS2 helper will automatically open each time you start the ICS2 module, allowing you to select the desired template for your use.

You can also access the template tab by opening the postbox or declaration using F6/F7. Here, you will have the option to edit or remove templates as needed.

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