Adding File Layouts

You can add file layouts on the Manage Layouts page for the daily update process and monthly update process.

Select Update, and then select either Daily Update Process or Monthly Update Process from the menu.
Select Manage Files.
Select Manage Layouts.

The Manage Layouts page opens and shows a list of file layouts set up for the institution.
Select Add to add a file.
Complete the required fields.

Layout Name

Enter a descriptive name for the type of file being set up. For example, if you are setting up a loan file, the file name can contain the word loan or a similar name to the name of the file.

File Type

Select the file type that matches the type of file being set up.
Select Save.

The file layout is available to select when you are adding files from the Manage Files page.

You can select

Delete to delete a file layout, if needed.