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 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. 

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