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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

User Guide

User Guide

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Add Project (with template)

Add Project (with template)

If you want to use a pre-defined template for creating a new Project, which is normally the fastest method, then follow 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. Drill-down to the folder to create the new Project under.
  4. Click the  
    Create a Project
     link in the sub-menu.
  5. The
    Managed File Transfer
    Project Designer
     page will open.
  6. Display a list of available templates by expanding drop down Template field.  Select the template to use for your Project.
  7. After selecting a template, specify a Project name and optional description.
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