Configuring Document Delivery via SFTP

Actions described in this guide require the Account Administrator role.

How do I configure my SFTP server to receive documents from Scoir?

Scoir supports the delivery of document batches via SFTP. To set up your SFTP integration, follow these steps.

  1. Go to the Configure Integrations tab.
  2. Select SFTP Setup.
  3. Complete the required fields for Server Location, then click Save.

    _admissions_-sftp-server-location-scaled.png

  4. Provide a username for Server Credentials; then provide either a password or generate a public key to access your SFTP server, then click Save.

    _admissions_-sftp-server-credentials-scaled.png

  5. Test the connection by clicking the Test Connection button.

    _admissions_-sftp-test-connection-scaled.png

  6. If a successful connection is made, you may further test the configuration by sending a test batch by clicking the Send Test Batch button.

    _admissions_-sftp-send-test-batch-scaled.png

  7. Once connected, you may control whether or not the configuration is active via the Activate SFTP Delivery toggle.

    _admissions_-sftp-activate-scaled.png

To reset your SFTP configuration at any time, click the Clear Credentials button.

_admissions_-sftp-clear-credentials-scaled.png

How did we do?

Slate Value Mapping

SFTP Configuration with Slate

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