itonewbie
Level 15

I don't use PS, so may be off base, but did you hold down the CTRL button to select multiple clients?  If so, are you not able to select the custom template you want to use from the dropdown in the pop-up?

https://proconnect.intuit.com/community/banking/help/using-proconnect-intuit-link-in-proseries/00/53...

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Still an AllStar