SFTP, or Secure File Transfer Protocol, is a go-to method for delivering sensitive Documents between computers on the internet.
Set up SFTP delivery
Step 1: Once you have built your Document (see more on this here), choose where you would like to send the information by navigating to the Delivery tab, selecting + New Delivery then selecting SFTP.
Step 2: In the SFTP dialogue box enter your:
- Host: Your server or endpoint URL.
- Username: Provided by your SFTP server
- Password: Provided by your SFTP server
- Path to Folder: Navigation within SFTP server ie: /home/username/folder/
Step 3: Customize your delivery method further from More Options and select one or more options as needed.
Step Once finished, click Save Delivery to set up the SFTP.
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