Downloading the Template
ALERT Plus template, Account and Model Settlement Instructions, is a Microsoft Excel worksheet that includes valid headers for each file type that you upload to ALERT. The template file is provided within a .zip file when you download it from ALERT
- Select Uploads from the Utilities menu.
- Click Download Templates.
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Click Save on the confirmation message that appears on the bottom of your screen.
ALERT saves the UploadTemplates.zip file that contains ALERT Plus template file to C:\Users\<<your Windows user name>>\Downloads\.
- Unzip the file to your desired location and verify that the Account and Model Settlement Instructions file is present.