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https://www.nikecsolutions.com/en/products/nuance-equitrac/
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
Once you have created your FTP/SFTP site, provide Copitrak/Equitrac 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) |
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Local or UNC Path for FTP |
...
|
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.
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 Copitrak/Equitrac.
Copitrak/Equitrac will provide SmartAdvocate with a report of data collected. Typically it will be in the following format:
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