If you are assigned the role of Check Capture Supervisor (CCS), a Check Capture Lead Operator (CCLO) with Batch Uploader privileges, or a Check Capture Operator (CCO) with Batch Uploader privileges you are the only authorized users who can upload a batch or multiple batches in OTCnet Offline. Uploading a batch ensures the batch is closed and processed into the OTCnet Online database. If the batch was already approved in the OTCnet Offline application, it will be forwarded for processing and settlement upon successful upload and acknowledgement. If the batch was closed but not approved before it was uploaded in OTCnet Offline, it will be made available for approval in Batch Management of OTCnet Online.
Before you can upload a batch or multiple batches from OTCnet Offline to the OTCnet online server, you must first access the OTCnet Offline icon on your terminal’s desktop (or via your Start Menu under Programs) and enter your User ID and password. Additionally, the secondary storage (configured during Terminal Configuration) must be accessible and connectivity to the OTCnet Online server is required to upload a batch in Offline mode.Upon selecting Upload Batch and verification of the secondary storage, you will be prompted to enter in your online credentials (if you haven’t already done so) to establish connectivity to OTCnet Online.