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Retrieving Templates {#templates-retrieving}
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You can retrieve merchant boarding templates for a specified product. The default template is the first template listed when you retrieve a template.  
To retrieve merchant boarding templates:

1. In the `Business Center`, go to the left navigation panel and choose Portfolio Management \> Portfolio Tools \> Template Management.

2. Go to the Applied Filters section and choose a product from the drop-down list.

3. Click **Search** to filter the results by product.

   #### ADDITIONAL INFORMATION

   If templates are available for the product, the message *Templates Have Been Retrieved* appears at the top of the screen. The message *Unable to Retrieve Templates At This Time* appears if templates are unavailable or do not exist.

4. You can sort the filtered results by the column headings. The default template is the first template in the results list.

5. Click a template's name link to open an individual template.  
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