How to download documents uploaded as part of a supervisory activity (SA).
About this task
All active agency participants on a supervisory activity can
bulk download SA documents at any point before the retention period for the documents has been
reached. See Adding Participants to a Closed and Locked SA to Download SA Documents for information
on how to add participants to an SA to bulk download SA documents after an SA is closed and
locked.
Procedure
Navigate to your supervisory activity.
Click Related Actions.
Click Bulk Download Documents.
Choose your desired category to download.
Information Request
Loan Request
Matters Requiring Attention
Exclude Information Request and Loan Request
All Documents
Optional: Select the date range of when the documents were added to the SA.
Note: This may be helpful when trying to limit the number of documents selected for
download to those that were recently added to the SA.
Click Send Request.
You will receive an email notification and a task will be assigned in the system
for you to download the documents. You will have 60 minutes to complete this task,
otherwise the task will expire, and you must submit a new bulk download request.
Click the task on the homepage.
Click Download Documents.
Note: If the SA is closed and locked, after the first bulk download request is
made, any bulk download request after that is immediately available on the
Summary page of the SA. There are two download buttons availble for each
document retention schedule.
Results
A folder with all relevant documents is downloaded in your browser.
Note: To help better organize the documents and provide context about where each document
occurred within the SA, identifying attributes are added to the filenames for company and
agency response documents. It is recommended to sort the extracted folder by name to best
make use of the added identifying attributes.Figure 1. Extracted files with the added identifying attributes of the abbreviated area for
review (AFR) name and then the information request (IR), loan request (LR) or matter
requiring attention (MRA) library ID numbers.
Need More Help?
Agency users, please visit the Secure Portal for phone and email contacts. Company users should call the Call Center at 1-800-269-6189. Agency users should not call this number.
Note: If the SA is closed and locked, after the first bulk download request is made, any bulk download request after that is immediately available on the Summary page of the SA. There are two download buttons availble for each document retention schedule.
