SFTP Export

• Use a Path Expression to dynamically generate subfolder paths and filenames based on document data.
• If the generated path ends with a path separator (/ or \\), it is interpreted as a subfolder path only, and a default filename is used.
• If the path does not end with a separator, the last segment is used as the filename (without extension).
• File extensions are automatically appended based on the export format.
• If not set, files are saved to the root of the 'Target Folder' using a default filename.

Example:

• Expression: $\"{CustomerName}/{InvoiceDate:yyyy}/{InvoiceNumber}\"
  Result: AcmeCorp/2024/INV-12345.pdf

• Add one or more Export Format objects to control the file type(s) and extensions for exported documents.
• Each format results in a separate file with the same base name and location, but a different extension.
• To customize the export format for a specific Content Type, use an Export Behavior on that type.

Example:
Add both "PDF" and "TIFF" formats to export each document as both a PDF and a TIFF file.

The 'Link Name' property determines the label assigned to the Content Link created during export.

• This name is used to identify the exported content link on the Batch Folder or document.
• If not set, a default value such as "Export" is typically used.
• You can use different link names to distinguish between multiple export destinations or export runs.
• The link name appears in the Grooper UI and can be referenced in downstream activities or scripts.

Example:

• Set 'Link Name' to "CMIS Export" to clearly indicate that the link references a CMIS Repository export.
• Use different names like "Archive Export" or "Cloud Export" if exporting to multiple systems.

<em>Tip: Use a descriptive link name to make it easier for users and automation to identify the correct exported content, especially when multiple links are present on a Batch Folder.</em>

• Enter the DNS name or IP address of the SFTP server to connect to.
• This is required for establishing a connection to the SFTP server.

Example:
sftp.example.com or 192.168.1.100

• The default port for SFTP is 22.
• Change this value only if your SFTP server uses a custom port.

Example:
Use 22 for standard SFTP.

• Enter the account name for authentication.
• This is required for accessing the SFTP server.

Example:
sftpuser

• Enter the password for the specified user account.
• The password is stored securely and not displayed in the UI.
• Required for authentication.

• Specify the destination folder on the SFTP server where files will be uploaded.
• To write files to the root directory, leave this property blank.
• Use the folder browser to select from available folders on the server.

Example:
/inbox/exports or /archive/2024