CitiDirect service class that enables you to schedule an event to occur on the system in an "in-session" or "automated" mode. This means that you do not need to be logged on to CitiDirect for the scheduled event to take place. Automated File and Report Delivery will allow you to schedule the event to run once, or on a recurring basis. Currently Automated File and Report Delivery will allow the scheduling of Reports, Import Profiles, and Export Profiles. In order to schedule an event, the event must be available for scheduling. That is, the import or export profile or report must be complete and active, and must have a specified delivery option. Delivery options can be defined in the Delivery Options library.
To access Automated File and Report Delivery, click Maintenance on the CitiDirect navigation bar, and then click Automated File and Report Delivery. The Automated File and Report Delivery Summary Form appears.
Use Automated File and Report Delivery to: