SFTP (Secure File Transfer Protocol) is a network protocol that provides file access, file transfer to secure documents. SFTP encrypts the data before storing it on a site.
Creating SFTP Document Support
SARA has the ability to access the SFTP sites by getting access to the credentials.
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Navigate to Admin Settings & Utilities Site Options
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Navigate to the Options tab
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Select the purple "documents" button the Documents window will open
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Click the "Add New Record Button" to create a new document support button
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Enter a dynamic name for the documents
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Once the data has been entered, click the purple "Access Credentials" button.
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On the Access Credentials window, click the "Access
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Select the "Credential Type" drop-down and select "Ssh FTP"
SARA will need to know the following credentials:
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Endpoint URL
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Endpoint Username
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Endpoint Password
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Once the data has been entered, click the purple "Save" button.
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Back on the documents window, select the credential type drop-down and choose the SFTP option.
Please note the following:
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A sync will need to run in order for the documents to flow into the system.