Post From FTP (Auto-Post) to Client Portals

Learn about how to send files to clients in bulk using automatic matching.

Workflow: Post From FTP

Learn the steps to post external files to client portals.

Post From FTP: Auto Match

Learn about how to create matching templates on the fly for your existing files.

Post From FTP: Upload Manifest

Learn about how to Post From FTP for files that don't include the account number in the file name, and how to use a manifest to specifically designate which clients receive which files.

Post From FTP: Standard Match

Learn about how to use the basic matching based on file name in Post From FTP.

Post From FTP Status

Learn about how where to find out about the status of Post From FTP jobs.

Troubleshoot Post From FTP Errors

Learn about how to track down issues that may arise when posting from FTP.