Express is the quick, DIY method of screening. This is what you’ll use whenever submitting a file of fewer than 100,000 records at a time (unless it requires special processing, like NCOA or WE Locate). You can do one Express screening or you can do many! Express files are processed directly by the computer, so that means they’re pretty quick! You’ll usually get your results back within a few hours. 


Larger files, or those that need additional processing, should be submitted through the Batch Upload

  • Note: If your subscription includes an integration between your CRM/D and WealthEngine (e.g. the Salesforce Connector), you may be able to submit your screening there, rather than doing a manual upload in Express. Make sure to check out our Integrations Section for more information and how-to guides. 



Checklist of steps to follow:

  • Step 1: Log in
  • Step 2: Click the "Screen" tab
  • Step 3: Click "New Screen"
  • Step 4: Choose the template
  • Step 5: Prepare your file
  • Step 6: Fill out the fields in Express Upload
  • Step 7: Review
  • Step 8: Upload




Step 1: Log into your WE account.



Step 2: Click on the Screen tab at the top of the page.

This will automatically take you to list of the screenings that you have already completed:



Step 3: Click "New Screen"

This will pull you to the Express Upload page, where you can send in your screening file:




Step 4: Choose the template.

An Express screening is processed entirely by the computer, which means your file must fit an exact template in order for the system to read it. In other words, if you rearrange, delete, or rename any of the columns, it won’t go through.


WE have two standard options you can choose between: Basic and Detailed.

Substep 1: Click on Select file from computer and choose file.

    


Substep 2: Go to Input File Template and click to open the dropdown menu.



Substep 3: Once you select a template, the Template Details button will appear. Click.


Substep 4: The page that opens up will give you a comprehensive overview of the template.


Substep 5: Select the File format

Substep 6: Select the Rows to skip


 

Substep 7: Enter your Email address and click on upload.


Substep 3: Specify which template you used.


Substep 4: Choose the file format.


Substep 5: Specify the number of header rows the computer needs to skip before it counts your first person.

  • Note: e.g. if your file has one row listing the column names, choose “1”.  


Substep 6: Enter your email and check the box to get an update when your results are in.



Step 7: Upload.

You should immediately get a Congratulations Page. If there’s an error, contact our Customer Support team.


When your results are in they’ll automatically pop up in your My Profiles section.