1. Open the Sphere plug-in within The Raiser's Edge and select a transaction type from the list
  2. Highlight an existing transaction in the transaction grid
  3. Select Tools - Transaction Options
  4. Click the 'Create a new batch and use existing batch below for default fields and values radio' button
  5. Select the gift batch template that you would like to use
    • Note: If one does not yet exist, you can create this by creating a new batch in The Raiser's Edge through the Batch > New Gift Batch tool
  6. Click OK