Folder Connect

Folder Connect is an option to import and export files from a remote folder using File Transfer (FTP, FTPS, SFTP). Like other Connect options it is an Add-On that connects out to a service and requires Registration and credentials to set up.

For simple file transfer you could use a service like One Drive or iCloud, instead.

Folder Connect gives you additional security and control to:
• connect to remote and secure folders
• monitor folders and watch for new files
• automatically import new files
• automatically export files

This Solution provides details. (6929)

Folder Connect makes it easy to connect to a remote folder using FTP or SFTP. Setup is divided into three steps: Registration, Settings, and Mappings.

Registration is the first step. This turns on Folder Connect and its tools. You will receive an email with Registration Code and step-by-step instructions for setup.

Settings is the next step, entering the credentials Folder Connect needs. Open the Company card again and go to the Company Prefs tab and click the on the Folder Settings button. Enter the appropriate settings.

Mappings let you change what goes where. Go to the Folder tool on the System toolbar. Select a Mapping from the list and make needed changes. Then, click Save As... in the lower right and save your new Mapping ("FTPOrders").

You can return to Settings in the Company Prefs tab of Company card to select your new Mappings and turn on Auto-Connect when settings are complete. Or, go to the Folder tool on the System toolbar to import a batch.


  Folder Registration

  Chapter 43 Folder Connect

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