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Once you have created your FTP/SFTP site, provide your records retrieval provider with the following information: 

FTP Host

 

FTP User

 

FTP Password

 

FTP Folder Name

 

FTP Port

 

FTP Protocol

(Implicit FTP over TLS or Explicit FTP over TLS)

 

Local or UNC Path for FTP

 

Please forward the above responses to records retrieval provider. You records retrieval provider will configure their portion and advise SmartAdvocate to configure ours.  Testing will be done and once testing is completed SmartAdvocate will advise you to begin using the integration.

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Data can also be posted to your cases using an XML file. Please speak with your Provider to discuss providing this information into your system.

 

CONTACT:

Kimberly Dube

kdube@roblevine.com

401-621-7000 ext. 125