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 your provider 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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Please forward the above responses to your provider. Your 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.
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 your provider.
All documents your provider sends will be automatically uploaded to the case’s documents screen.
Data can be posted to your cases using an XML file. Please speak with your Provider to discuss providing this information into your system.
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