Path: Setup > File Layout > Edit File Layout

This section explains how to modify an existing file layout in the system.

Steps to Edit a File Layout

1. Click on Edit File Layout.
2. The existing layout details will load. You can adjust the following fields:
   • Description: This is a required field. Update the description or name for the file layout if needed.
   • Enabled: Select or deselect this checkbox to control whether the file layout is active and available for use.
   • Link Detail Entries to: Choose how the detail entries in the file should be linked. Options include Client Number, Client ID Number, Client Bank Account Number, or Loan Number.
   • Use Record Identifier: Select this checkbox if your file contains a Record ID.
   • Additional Header: Specify the number of header lines in your file.
   • Additional Trailer: Specify the number of trailer lines in your file.
   • Format: This is a required field. Select the file format: CSV, XLS (Excel 2003), or XLSX (Excel 2007+).
   • Column Separator: If the file format is CSV, specify the character used to separate columns (e.g., comma, semicolon).
   • Use Transaction Counter: Select this checkbox if the file format is CSV and you need to include a transaction counter.

Buttons

• Save: Click this button to save your changes to the database.
• Cancel: Click this button if you don't want to save the information and wish to return to the previous screen.