Adding File Layouts

Use this information to add file layouts on the Manage Layouts page.

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

    The Manage Layouts page opens and shows a list of file layouts set up for the institution.


    Manage Layouts page.

  4. Select Add icon. to add a file.
  5. Complete the required fields.
    Layout Name
    Use 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
    The file type must match the type of file being set up.
  6. Select Save.
The file layout is available to select when you are adding files from the Manage Files page.
You can select Delete icon. to delete a file layout, if needed.
Parent topic: Manage Files for the Update Processes