File Sharing Links

SES allows you to use file sharing links when sending documents to the agency as part of a supervisory activity.

Introduction

As part of a supervisory activity, agencies request that companies send them documents, typically for information requests or loan requests.

SES has limitations with regard to the number and size of files that can be manually uploaded. To make the process of sharing multiple files easier, SES allows for the use of an external file sharing platform (i.e., File Sharing Link).

File sharing links can be generated by using services like Dropbox, WeTransfer, or Box.

File Sharing Links can be used when Adding Information Request Responses in Bulk or Responding to Loan Requests.

When To Use File Sharing Links

It is recommended to use file sharing links instead of manually uploading documents when the following applies:
  • File size is larger than 1 GB. The system does not allow for uploads larger than 1 GB.
  • You are trying to upload more than 25 files at once. You may upload as many files as you want manually, but using a file sharing platform will make the process easier.

File Sharing Link Locations in SES

You can find the File Sharing Link form in the Add Information Request Response page:

Screen capture of the File Sharing Like fiedl in the Add Information Request Response page
You can also find the File Sharing Link form in the Add Loan Request Response page:

Screen capture of the File Sharing Like fiedl in the Add Loan Request Response page
Note: If the agency has provided a file sharing link, the New Response screen will display the link, with instructions to Notify Agency of Loan Requests Shared Externally.

File share link provided by agency.

File Upload Restrictions for Manual Uploads

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:
    1. Upload first 25.
    2. 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.
    3. Return to the response screen to upload the next 25 files and repeat.
  • Total no. files: unlimited
1 For documents uploaded to the Interactions tab, the maximum file size is 25 MB.