SARA has the ability to grab files via an FTP site.
Creating FTP Document Support
-
As an admin user, navigate to "Admin Settings & Utilities Site Options"
-
Navigate to the Options tab
-
Scroll to the bottom of the page and select the purple "documents" button the Documents window will open
-
Click the "Add New Record Button" to create a new document support button
-
Enter a dynamic name for the documents
-
Once the data has been entered, click the purple "Access Credentials" button.
-
On the Access Credentials window, click the "Add New Record" button
-
Select the "Credential Type" drop-down and select FTP
SARA will need to know the following credentials:
-
Endpoint URL
-
Endpoint Username
-
Endpoint Password
-
Once the data has been entered, click the purple "Save" button.
-
Back on the documents window, select the credential type drop-down and choose the FTP option.
-
Once the document setup has been completed, attempt to run a sync to verify that SARA has access to the FTP site and can bring in documents.