_linkedin_partner_id = "503794"; window._linkedin_data_partner_ids = window._linkedin_data_partner_ids || []; window._linkedin_data_partner_ids.push(_linkedin_partner_id);
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Knowledge Base

How to move a record to another template from the Card Renewals page

Step 1: Log in to your IDMS account and click “Card Renewals” from the navigation menu on the left.

Step 2: From the Card Renewals page, click “View Data” and choose the preferred template.

Step 3: Select the records that you want to move from the current template.

Step 4: Check the “Change Card Template” box under select Renewal Options. From the drop-down menu, select the preferred template you want to move the records to. Then click ‘Submit’.

A confirmation message should now appear showing that the card transfer was successful. All Done!

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