Uploading Documents
How to upload documents in SES.
About this task
You do not need to use identifiers when naming a file. The system adds identifying attributes to the name of the document when it is uploaded to the system (e.g., the relevant AFR and information request, loan request, or matter requiring attention ID number).
Please note the following restrictions with regard to file uploads in SES.
It is recommended to use a ZIP folder or File Sharing Links
when uploading large files or more than 25 files at a time.
- File formats supported: SES will accept all file formats, but the following commonly supported file types are recommended: PDF, Word®, Excel®, CSV, ZIP
- Max file size: 1 GB
- For files larger than 1 GB1:
- Use ZIP compression to reduce file to less than 1 GB1
- Split the file into multiple smaller files
- Use File Sharing Links.
- Max no. characters per file name: 200
- Max no. files per upload: 25, for uploads larger than 25 total files:
- Upload first 25.
- Select the Save Draft option in Available Next
Actions then click the Save Draft button.Note: You may need to refresh the screen to see that the files have uploaded to the system.
- Return to the response screen to upload the next 25 files and repeat.
- Total no. files: unlimited
Procedure
-
Click the Upload button.
-
Search for and select your desired files for upload.
The documents queue up while pending upload.
-
Click Save Draft or other relevant action in the
Available Next Actions to save the form where the documents are
being upladed.
- Return to the form where you were uploading the documents.
-
Click the Refresh icon to see if the uploaded documents have
been processed.
The documents display in a list, available for preview, download, or deletion once they have been processed.
1 For documents uploaded to the
Interactions tab, the maximum file size is 25 MB.