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Your IT professional will have to Server Based System - please perform the following configuration:
Kindly have your IT Professional 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
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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.
SaaS Cloud System - we will be configuring your system for you directly and advise you once completed. We will forward the FTP information to you to submit to National Records Retrieval.
Kindly click on the link below to watch our training video on using National Record Retrieval with SmartAdvocate:
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Also if If you have further questions about National Records Retrieval directly, please contact:
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