Configuring file transfers to or from an FTP server

Learn how to configure a connection for retrieving files from or delivering files to an FTP server.

Configuring file transfers to or from a network server

Configuring file transfers to or from the local server

By configuring the local server connection, you can transfer files to or from local drives on the server.

Configuring transfers from Microsoft 365

Learn how to use Connect to receive emails from Microsoft 365.

Configuring transfers to or from an email server

Configuring transfers to or from an Index Manager server

Creating a channel that combines source and destination folders

A channel is a combination of a source and destination with optional routing applied. When you have configured server and folder settings for your sources and destinations, you can set up a channel.

Routing files to a subfolder hierarchy at the destination

This guide outlines what types of file routing are available in Connect and how to configure them.

Scanning transferred files for viruses

Scheduling the scanning of source folders

Use scheduling to control when Connect pulls files from a source folder.

Configuring routing by folder size

Configuring prefix routing

Configuring file type routing

With File Type routing, Connect uses a file's extension to determine its type and routes files to different subfolders based on this information.

Defining source or destination folders on an FTP server

How to add source or destination folders to an FTP server connection.

Defining source or destination folders on the local server

Configuring a source folder to receive emails from Microsoft 365

How to define a source folder for email pickup.

Searching an Index Manager archive and transferring the search result

Sending files to an Index Manager server

Choosing channel source and destination folders

Configuring file name handling in a channel

How to set options for the handling of file names in a channel's output folder.

Configuring handling of subfolders in a channel's folders

How to configure how a channel handles folder structures in the input and output folders.

Preserving or changing file dates in a channel

How to configure a channel to stamp files with the original file date or overwrite it with the date of processing.

Choosing how the channel should handle sidecar XMP files