Learn how to configure the system to upload files directly from the File Cabinet to the remote server using Connectivity SFTP by following the links below.
- Configure the Saved Search Criteria
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Schedule the script creating SFTP record
- Configure the Payment & File transfers configuration
- Configure the script moving files to the archive folder
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Configure the workflow
- Script deployment
- Workflow
Monitor the Status of the Files
You can monitor the status of the files in the list of ZR SFTP - Generic File Record (in the old installations know as SFTP - Generic File Record) list.
Paste in the global search ZR SFTP - generic file record and select Page: ZR SFTP - Generic File Record.
The list contains details of custom records created for every new file found in the source folder in the File Cabinet. Once the record is created the status in the PROCESSED column is set to No.
Once the workflow uploading files is executed, then the status is changed to Yes.