SFTP

Securely upload generated documents to your documents to your File Server

To start with a SFTP delivery, choose the SFTP option from the list of deliveries available in the Deliveries tab.

Configuration

Name:
Enter a name for your delivery configuration. This helps you identify the delivery setup, for example, "Upload to Team folder."

Select Account:
Select the SFTP account you wish to use for the delivery. This will determine which SFTP server the files will be uploaded to. If no accounts are available, you can connect an SFTP account by clicking the link icon or add one by navigating to Settings > Linked Accounts.

Folder: Configure folder path to which the generated files needs to be uploaded. The folder path can be dynamic. For example, to upload customer contracts under a folder that includes customer's name, you can configure Folder as Agreements/{{CustomerName}}

Now when a contract is generated for CustomerName AcmeCorp, it will be uploaded to Agreements/AcmeCorp

Advanced Settings

If you like to get notified on delivery errors, or on successful execution of deliveries, configure advanced settings to take advantage of integrations. Following advanced integration options are available:

• On Success Callback URL Configure a Web-hook URL which will be invoked with data containing the folder path to which the file was uploaded. To configure additional settings for callback URL like setting custom Headers and Additional Payload use the Advanced Configuration section.

• Emails to Notify on Delivery Failure Failed deliveries are typically notified to the workspace owner, workspace admins and workspace managers via email. You can configure additional email IDs here to receive notifications on delivery failures.