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Tip

The recipient list will be used in Scheduling for easy selection of a contact in the Requested By field.

File Transfer

Image Added

The File Transfer settings allow to set up a file transfer protocol, which allows you to send out reports via a predefined file transfer instead of via email.


SettingDescription
Use File TransferEnables the Publish via FTP button and allows configuration of other settings. 

Protocol

Allows you to configure which protocol (Port) the file transfer will use.

  • FTP = File Transfer Protocol
  • SFTP = Secure File Transfer Protocol
Directory AddressIs the server directory and folder which the report should be delivered to.
UsernameThe username credentials which are used to sign into the server.
PasswordThe Password credentials which are tied to the username used to login.

Associate Reports

Use the Reports tree at the bottom of the pop up (shown above) to indicate which reports the contact should receive when emailed out of MetaField or have access to when viewed in AgilePort.