Adding Files

Use this information to add files on the Manage Files page.

1. Navigate to Update, and then select either Daily Update Process or Monthly Update Process.
2. Select Manage Files.

   The Manage Files page opens and shows a list of file prefixes and layout names for each file. The information and options associated with the selected file is also shown.

   
   

   

   
   
3. Select the Daily tab to edit a daily update process file, if needed.
   The Monthly tab is the default. These tabs are only available if your institution is licensed for using the Daily Dashboard.
4. Select to add a file.
5. Complete the required fields.

   File Prefix

   The prefix must match the beginning characters in the file name. For example, if the naming convention for the file is loansMMDDYY.csv, then you can enter the file prefix as loans since the remaining characters in the file name are different each day or month. The file prefix must be unique for each unique file that is set up.

   Layout Name

   Choose the appropriate layout for the new file. If there is no file layout set up for the new file yet, it is recommended to set up a file layout prior to adding the file by selecting Manage Layouts.

6. Select Yes or No in the Apply To Daily or Apply To Monthly field, if available.

   If you are working with monthly update files, then the Apply to Daily field is available if it applies to the selected file. If you are working with the daily update files, then the Apply to Monthly field is available.

   Selecting Yes copies the file settings to the other update process.

   Note: Investment and borrowings file types are not available to import during the daily update process.
7. Select Save.

You can select to delete a file, if needed.