SFTP

Prerequisites

• sFTP server established
• sftpexchangeplugin – exchange plugin you install into EBA DMS.

Plugin developer

EBA d.o.o., Ljubljana
https://ebadms.com

1. Plugin settings

1. Install plugin in EBA DMS
   
   Install latest version of sftpexchangeplugin into EBA DMS. See this article on how to install plugin.
   
2. Activate and setup plugin
   
   Upon installing plugin you must activate it in EBA DMS.
   After activation you can set mandatory data for exchange. Head to Administration>Exchange>Protocols menu and select FINA E-invoice from exchange list:

2. Settings

Sending settings – enter data in corresponding tabs. SFTP exchange supports only sending documents.

Enable sending / receiving:

Tick a box before your Organization unit to enable protocol upon triggering send/receive function in EBA DMS:

You can set protocol for each company separately if you have multi-company setup.

Sending Settings

Server address: enter SFTP server address.
Server path: path where to store files
Server port: port of SFTP server
Username, password: authentication to SFTP server

3. Sending Rules

Reception rules:

You must definesending rules in order to send documents via SFTP< protocol.

See this article on general information about rules of reception and sending rules.

How to create sending rule:

1. Select SFTP protocol from protocols list
2. Choose partner (sender) and owner (if you have multi-company EBA DMS).
3. Enter server address