How to download and upload documents in Intralinks
Use the steps below to download and upload documents to a Bank of America exchange hosted by
SS&C Intralinks.
Bank representatives are available to assist with any technical difficulties but are unable to advise as
to questions about eligibility
To download your documents
1. Go to your Intralinks exchange*. Instructions and a login link were emailed to you.
2. Using the list on the left side of the screen, highlight the Instructions folder.
3. Click on the Instructions folder, this will make the documents you need appear on the right.
4. Right-click and select Download from the menu.
The documents are downloaded to your computer in a compressed (ZIP) file.
5. Open the ZIP file to view the documents.
*If you submitted multiple Paycheck Protection Program applications on behalf of different
businesses, you will have access to multiple exchanges. Click on the exchange to see the
associated reference number.
How to download and upload documents in Intralinks
To upload your documents
When you are ready to upload your application and supporting documents, complete the
steps below. Uploaded documents must be titled in accordance with the Required
Document Reference Sheet. Do not change the titles of the documents you downloaded
from Intralinks
1. If your IntraLinks exchange is not open already, log into IntraLinks. Use the
instructions and login link that were emailed to you.
2. Be sure the Documents tab is selected.
3. Using the list on the left side of the screen, highlight the folder labeled with your
reference number.
4. Drag the documents from your desktop into the documents list. A window
appears, allowing you to complete your upload.