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Your IT professional will have to create an FTP/SFTP site. Here are some instructions we found on the internet:
https://www.windowscentral.com/how-set-and-manage-ftp-server-windows-10
Once you have created your FTP/SFTP site, provide Bob Burns from National Records Retrieval (bburns@nationalrr.com) with the following information:
FTP Host |
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FTP User |
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FTP Password |
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FTP Folder Name |
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FTP Port |
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FTP Protocol (Implicit FTP over TLS or Explicit FTP over TLS) |
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Local or UNC Path for FTP |
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Once you have forwarded National Records Retrieval the FTP information, they will configure their side and advise SmartAdvocate to configure ours. National Records Retrieval will provide SmartAdvocate your ID, username, password, API Code and Client ID for their services. Testing will be done and once testing is completed SmartAdvocate will advise you to begin using the integration.
Kindly click on the link below to watch our training video on using National Record Retrieval with SmartAdvocate:
You can also download the instructions for the National Record Retrieval Integration below:
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Also if you have further questions about National Records Retrieval directly, please contact:
Bob Burns
Vice President of Sales
National Record Retrieval
101 East Carmel Drive, Suite 111
Carmel In. 46032
317-810-1702