Table of Contents

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  1. Preface
  2. Introduction
  3. Dashboard
  4. Resources
  5. Workflows
  6. Task Reference
  7. Services Overview
  8. Users
  9. Logs and Reports
  10. Encryption
  11. System
  12. Appendix
  13. Glossary Terms

Add Project (from scratch)

Add Project (from scratch)

If you want to choose the specific tasks needed for a Project (without using a template), you can build the Project by following the steps below:
  1. Log in as an Admin User with the Project Designer role.
  2. From the main menu, select
    Workflows
    , and then click the Projects link.
  3. Navigate to the folder in which to create the new Project.
  4. Click the  Create a Project link in the sub-menu.
  5. The
    Managed File Transfer
     Project Designer will open.
  6. Type in the new Project name and description.

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