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Once you have created your FTP/SFTP site, provide Copitrak/Equitrac with the following information: 

FTP

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Host

 

FTP

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User

 

FTP

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Password

 

FTP

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Folder Name

 

FTP

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Port

 

FTP

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Protocol

(Implicit FTP over TLS or Explicit FTP over TLS)

 

Local or UNC Path for FTP

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Please forward the above responses to Copitrak/Equitrac. Copitrak/Equitrac 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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