{"id":10509,"date":"2024-10-13T14:02:39","date_gmt":"2024-10-13T14:02:39","guid":{"rendered":"https:\/\/quomarkets.com\/?post_type=docs&p=10509"},"modified":"2024-10-13T14:02:39","modified_gmt":"2024-10-13T14:02:39","password":"","slug":"how-to-set-withdrawal-preset-in-client-portal","status":"publish","type":"docs","link":"https:\/\/www.quomarkets.com\/zh_cn\/support\/how-to-set-withdrawal-preset-in-client-portal\/","title":{"rendered":"\u5982\u4f55\u5728\u5ba2\u6237\u7aef\u8bbe\u7f6e\u63d0\u6b3e\u9884\u8bbe"},"content":{"rendered":"

What is Withdrawal Preset in Client Portal?<\/span><\/b><\/p>\n

A Withdrawal Preset consists of pre-defined settings or configurations used during withdrawals to save time and streamline workflows.\u00a0This feature allows clients to quickly apply settings without manually adjusting each section in the Withdrawal section.\u00a0By saving preset, clients can conveniently reuse their saved details, making future transactions faster and easier without having to re-enter information.<\/span><\/p>\n

 <\/p>\n

How Can I Set Up The Withdrawal Preset in Client Portal?<\/span><\/b><\/p>\n

    \n
  1. \u767b\u5f55\u60a8\u7684\u00a0<\/span><\/b>\u4f1a\u5458\u4e13\u533a<\/span><\/b><\/a>:<\/span><\/b>\u00a0\u4f7f\u7528\u60a8\u7684\u51ed\u8bc1\uff08\u7535\u5b50\u90ae\u4ef6\u548c\u5bc6\u7801\uff09\u8bbf\u95ee\u7cfb\u7edf\u3002<\/span><\/li>\n
  2. \u5bfc\u822a\u81f3\u8d22\u52a1\u90e8\u5206\uff1a\u00a0<\/span><\/b>Once logged in, locate and click on the “Funds”<\/strong> tab or section in the main navigation menu.<\/span><\/li>\n
  3. Select the Withdraw Option:\u00a0<\/span><\/b>Within the Funds section, find and select “Withdraw”<\/strong>.<\/span><\/li>\n
  4. Fill in the Withdrawal Details<\/span><\/b>:\u00a0<\/span>Start by filling in all the required details for the withdrawal. Follow the steps below based on the currency you have chosen:<\/span>\n
      \n
    1. Withdraw in Fiat Money (USD, VND, MYR, INR, PHP, etc.)\u00a0<\/span><\/b>\n
        \n
      1. Choose Currency:<\/span><\/b>\u00a0Select the currency you want to withdraw from and to for the transaction.<\/span><\/li>\n
      2. Select Payment Method:<\/span><\/b>\u00a0Choose the payment method you would like to use to withdraw.<\/span><\/li>\n
      3. Insert Amount:<\/span><\/b>\u00a0Enter the amount you wish to withdraw in the “To Pay”<\/strong> section, and the system will automatically calculate the amount you will receive in the Fiat money you’ve chosen in the “To Get”<\/strong> section.<\/span><\/li>\n
      4. Insert Bank Details:<\/span><\/b>\u00a0Fill in the required withdraw details, such as\u00a0“Beneficiary Name”<\/strong>,\u00a0“Bank IBAN\/Account Number”<\/strong>,\u00a0“Bank Name”<\/strong>, and\u00a0“SWIFT Code”<\/strong>.<\/span><\/li>\n<\/ol>\n<\/li>\n
      5. Withdraw in Cryptocurrencies (BTC, ETH, LTC, etc.)<\/span><\/b>\n
          \n
        1. Choose Currency:<\/span><\/b>\u00a0Select the currency you want to withdraw from and to for the transaction.<\/span><\/li>\n
        2. Select Payment Method:<\/span><\/b>\u00a0Choose the payment method you would like to use to withdraw.<\/span><\/li>\n
        3. Insert Amount:<\/span><\/b>\u00a0Enter the amount you wish to withdraw in the\u00a0“To Pay”<\/strong>\u00a0section, and the system will automatically calculate the amount you will receive in the cryptocurrency you’ve chosen in the\u00a0“To Get”<\/strong>\u00a0section.<\/span><\/li>\n
        4. Insert Wallet Address:<\/span><\/b>\u00a0Fill in\u00a0the required information in the\u00a0“Wallet Address”<\/strong>\u00a0section. If you have any additional comments, please enter them in the\u00a0“Comment”<\/strong>\u00a0section.<\/span><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n
            \n
          1. Save Preset<\/span><\/b>:\u00a0<\/span>After filling in all the details for withdrawal in the steps above, you’ll see a clickable\u00a0“Save Preset”<\/strong>\u00a0button. Click it, and you can rename the preset for future reference. Finally, click\u00a0“Send Request”<\/strong>. ( \u7b14\u8bb0\uff1a<\/strong>\u00a0In the old User Interface (UI), the\u00a0“Save Preset”<\/strong>\u00a0button is labelled as\u00a0“Save Details”<\/strong>, and the\u00a0“Send Request”<\/strong>\u00a0button is labelled as\u00a0“Proceed”<\/strong>. )<\/span><\/li>\n<\/ol>\n
              \n
            1. Preset is Created<\/span><\/b>:\u00a0<\/span>The preset has been successfully created. You can follow steps 1 to 3, then find the\u00a0“Presets”<\/strong>\u00a0button above the\u00a0“Payment Method”<\/strong>\u00a0section, select your saved preset, and click\u00a0“Use Preset”<\/strong>.\u00a0The system will automatically adjust the sections that need to be filled based on your saved preset.<\/span><\/li>\n<\/ol>\n

              \u7b14\u8bb0\uff1a<\/strong>\u00a0In the old User Interface (UI), the\u00a0“Withdrawal Presets”<\/strong>\u00a0feature is labelled as\u00a0“Saved Withdrawals”<\/strong>. To find the\u00a0“Saved Withdrawals”<\/strong>\u00a0option in the old UI, look for it above the\u00a0“Wallet Address”<\/strong>\u00a0section.<\/p>\n

              \u7b14\u8bb0\uff1a<\/strong>\u00a0Once the preset is created, you’ll need to click the\u00a0“Presets”<\/strong>\u00a0button and choose the preset each time you want to make a withdrawal, allowing the system to automatically generate the saved preset.<\/p>\n

               <\/p>\n

              Can I Save More Than One Withdrawal Preset?<\/span><\/b><\/p>\n

              Yes, you can create and save more than one preset. Whenever you want to make a withdrawal, you can select a preset from the list in the\u00a0“Presets”<\/strong>\u00a0button above the\u00a0“Payment Method”<\/strong>\u00a0section in the new UI, or from the\u00a0“Saved Withdrawals”<\/strong>\u00a0option above the\u00a0“Wallet Address”<\/strong>\u00a0section in the old UI. Then, click\u00a0“Use Preset”<\/strong>.<\/span><\/p>\n

               <\/p>\n

              Can I Edit the Information from the Saved\u00a0Withdrawal\u00a0Presets?<\/span><\/b><\/p>\n

              Yes, you can edit the information from the presets you have already saved by clicking the \u201c\u7f16\u8f91\u201d<\/strong> button inside the “Presets”<\/strong> tab.<\/span><\/p>\n

               <\/p>\n

              Can I Remove Unused Withdrawal\u00a0Presets from My Preset List?<\/span><\/b><\/p>\n

              Yes, you can remove any saved presets from your list by clicking the “Delete”<\/strong> button inside the “Presets”<\/strong> tab.<\/span><\/p>","protected":false},"excerpt":{"rendered":"

              What is Withdrawal Preset in Client Portal? A Withdrawal Preset consists of pre-defined settings or configurations used during withdrawals to save time and streamline workflows.\u00a0This feature allows clients to quickly apply settings without manually adjusting each section in the Withdrawal section.\u00a0By saving preset, clients can conveniently reuse their saved details, making future transactions faster and […]<\/p>","protected":false},"author":29,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[23],"doc_tag":[],"class_list":["post-10509","docs","type-docs","status-publish","hentry","doc_category-deposit-and-withdrawals"],"year_month":"2026-05","word_count":653,"total_views":"2272","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"QuoMarkets","author_nicename":"tqadmin","author_url":"https:\/\/www.quomarkets.com\/zh_cn\/author\/tqadmin\/"},"doc_category_info":[{"term_name":"Deposit and Withdrawals","term_url":"https:\/\/www.quomarkets.com\/zh_cn\/-2\/\u5b58\u53d6\u6b3e\/"}],"doc_tag_info":[],"yoast_head":"\nHow To Set Withdrawal Preset In Client Portal - QuoMarkets<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How To Set Withdrawal Preset In Client Portal - QuoMarkets\" \/>\n<meta property=\"og:description\" content=\"What is Withdrawal Preset in Client Portal? 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