How do I configure 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 1: Login to  using your Admin User Name and Password

Step 2: On top right corner, your profile image will be present.  On clicking the same, “Settings” menu will be displayed

Step 3: Click “Settings” menu. You will find “FTP Settings” option under Admin settings. Click the same

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 in the list page. Same can be edited using the edit icon in 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. 

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