To transfer a Template Record (TAD) (also known as a TR) via the Template Record Selection (TEC) page, you must select the “Transfer” 
icon after a TR is chosen from the list.
You will be directed to the TR page with a "Transfer Template Record" pop-up window displayed. On the "Transfer Template Record" pop-up window, you must enter the Effective Date and Time and select the Transfer Portions from Source sections. By selecting the “Cancel” button, you will be redirected to the TEC page.
The TEC page will be displayed with the message, “Transfer is Pending and you must submit or save the record to complete Transfer Action” will be displayed at the top of the page.
You must update any changes (as needed) and then select the “Submit” or “Save” button. The message, “Template Record Transferred Successfully” will be displayed at the top of the page.
For more information on the general transfer rules, please click here.
For more information on how to disconnect the TR, please click here.