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Upload a File

You can transfer a file to the web server. The system supports the following information:

From the client:

  • New business

  • Payments

  • Account updates

  • Account recalls

From the collection agency:

  • Payments

  • Account updates

  • Account closes

To upload a file

  1. In the menu bar, click File Transfers. The File Transfers page appears.

File Transfers page

  1. In the lower section of the page, click Browse…

  2. Click the file and then click Open.

  3. Click Upload. A confirmation message appears.

Related Topics

File Transfers