This feature, or some fields and options described, might not be available depending on your settings, security rights, or platform package.

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Move Files

Use this feature to move your download file(s) into your AMS360 database. This step is part of Company Direct Download, certain types of initial download, and when instructed to do so by Vertafore Customer Care.

    ClosedAccessing Move Files

You can access Move Files from any center or form that has a Toolbox menu. Select Toolbox > Integration > Download > Move Download Files.

 

    ClosedMove File Options

Options

What is this?

Browse and Move Files

Click to open the Download: Move Files dialog box, to find the download file you want to merge into your AMS360 database.

Delete Files After Move

If checked, the file(s) you select will be deleted from their original location after they have been successfully moved into the AMS360 database.

Process Files Immediately

Check this box to process files immediately as opposed to processing the next time a nightly download is received.

 

What's Next?

Do you need to do you have unassigned customers and policies in this file? See Customer/Policy Assignment for more information.