File Transfer Protocol (FTP) Settings allows you to configure FTP credentials to fetch documents in bulk from an external source in a secured way.
Step 1: Login to www.emsigner.com using your Admin User Name and Password
Step 2: On the top right corner, click on your profile and then click on the ‘Settings‘ menu
Step 3: Click on ‘FTP Settings’ option under Admin settings
Step 4: You will be displayed with the following fields where you need to enter the FTP credentials,
Profile Name: You can enter any alphanumeric character in the text box
FTP URL: You can enter the FTP URL in the text box
FTP User Name: You can enter the user name in the text box
FTP Password: You can enter the password in the text box
Note: repeat step 4 to create multiple profiles.
Step 5: Configured fields will be listed and can be edited using the edit icon under the Actions column. You can also delete the created fields using delete icon.
Note: Profiles that are created using FTP settings will be used in flexi from templates.#settings #admin settings #FTP