Create a file upload

Procedure

1. From the main menu, select File Services, and in the Standard File Uploads section, select Create File Upload.

2. On the Create File Upload page, select the upload type from the list.

   Note: The Upload Type list has standard upload types and whatever types have been created.

3. On the New File Upload page, enter this information:

   • File Location/ File Name – Enter the full directory path to where the file is located, including the name of the file, or click Browse to select the file.
   • Duplicate File Check – Select this check box to have the system check for duplicate files and then reject them.
   Note: This field only appears for the Issue standard file format. The financial institution may restrict the location from which you can upload files.

4. Click Upload File. The system displays a message while it uploads the file and then confirms the success of the uploaded file. The uploaded file appears on the Manage File Uploads page.

   Note: If you are using the uploading with workflow option, the system creates an audit record of each uploaded file and each payment within the file.