You can use Secure File Transfer application to send Fusion Servicing Director files to client support. 

Be sure to place the file you send specifically in the Servicing Director folder on the File Transfer page.

The procedure below describes how to do this. It is important to place the file in the Servicing Director folder, so that client support is automatically notified when the file is sent and has immediate access to the file.

The File Transfer page is for sending files 8MB and larger in size. Smaller files under 8MB can be attached to a new support case note in Case Management.

Note: For files that contain non-public information (NPI), carefully consider whether it is necessary to include the NPI in the file you are sending. If you do decide to send the file, please consider if you can redact or remove the NPI content before sending the file and consider password protecting the file using compression software. If you have questions about your compression software, please contact your local IT or system administrator.

Finastra takes the security of NPI very seriously; files with NPI are managed accordingly.

The File Transfer page uses the Secure File Transfer Protocol (SFTP) to transfer the file securely across the Internet.

1. Compress the file that you want to send using a common compression format, such as .ZIP or .RAR.

Note: Record the name of the file compression application you use and add this information to the Notes field presented on the upload file web page. For files larger than 2GB, also look for a feature in your file compression application to split the compressed file into a numbered set of smaller compressed files as if you were splitting file to fit across a set of CD or DVD disks. Use the file splitting feature to split your large single file into smaller files can make uploading easier and more reliable.

2. Select the Help & Support page in the Customer Success Community.
3. Enter your user name and password.

4. If this is the first time using the File Transfer page, you will see the Install the Upload/Download Wizard link, which is optional software for your Internet browser to make sending files easier. 
   1. Install the Upload/Download Wizard as follows:
   2. Click the Install the Upload/Download Wizard link. The MOVEit Upload/Download Wizard software will download and begin to install.
   3. If your browser requests your approval to download, install, run, or not block the MOVEit Upload/Download Wizard from Ipswitch, Inc., approve the request. Each browser can present this request differently, and if you have questions about this step, please contact your local IT or system administrator.
   4. Click the Install button.
   5. Click the OK button.
5. Click the Home link.
6. Click the Folders link.
7. Click the Company link.
8. Click your company account number link.
9. Click the Servicing Director folder link.
10. Click the CLICK HERE to Launch the Upload/Download Wizard link. A new screen will open for the Upload/Download Wizard.
11. Click the Add File button, and then browse to the file you want to send.
12. Select the file to send, and then click the Open button. If you have more than one file to send, click the Add File button again to add additional files.
13. When you are done adding files, click the Next button.
14. Select Upload files individually.
15. In the Notes field, enter Attn:, followed by the name of your client support contact or support case number. If you used a file compression application to compress the files uploaded, add the file compression application name to the Notes field.
16. Click the Next button to send the file. Depending on the size of the file, you may need to leave the browser running for a long time (an hour or more). You must wait for the confirmation reporting that the file was sent successfully. When the file is sent successfully, client support is automatically notified about the new file.
17. After the file is sent, click the OK button, and then click the Sign Out link.

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