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FTP Settings
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 2: On the top right corner, click on your profile and then click on the ‘Settings‘ menu
Step 3: Click on ‘FTP Settings’ under the Admin settings
Step 4: You will now be able to view the FTP settings page, click on the “Create New” button.
You can configure your FTP credentials here,
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
Once completed, click on the Test connection or ADD button to repeat step 4 to create multiple profiles.
Step 5: The 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 the delete icon.
Note: Profiles that are created using FTP settings will be used in Flexi from templates.
Last modified 2mo ago