Adding Files

You can add files on the Manage Files page for the daily update process and the monthly update process.

1. Select Update, and then select either Daily Update Process or Monthly Update Process from the menu.
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 also appears.

   
   

   

   
   
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 Add to add a file.
5. Complete the required fields.

   File Prefix

   Enter a prefix for the file. 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

   Select 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 Delete to delete a file, if needed.