Last verified with: 10.8.6.0
Overview #
The Transfer Locations screen is used to configure reusable delivery destinations for files generated by the platform. Transfer locations can be used by other parts of the system for invoice delivery, scheduled reports, archive and export processes, and other external file-transfer workflows.
Transfer Locations Panel #
The left panel lists the configured transfer locations. Selecting an existing location loads its details into the edit panel on the right.
Actions #
| Icon | Description |
|---|---|
 | Adds a new transfer location |
 | Deletes the selected record when deletion is allowed |
 | Tests the selected transfer-location configuration |
Edit Transfer Location Panel #
The information in this panel reflects the currently selected transfer location. From here you can review or modify the configuration that applies to the selected location.
The Location Type field determines which configuration section is shown on the screen. When the location type is set to SFTP, the SFTP settings are shown. When the location type is set to S3, the S3 settings are shown instead.
SFTP Settings #
When SFTP is selected as the location type, the SFTP settings section is shown. Previously saved credentials may appear masked/obfuscated in the UI rather than shown in plain text.
Fields #
- Name: identifies the configured transfer location.
- Active: determines whether the location is enabled.
- Username: provide credentials for the remote location.
- Password: provide credentials for the remote location.
- Port: identifies the SFTP connection port.
- Destination Directory: identifies where the files should be placed.
- Host Name: identifies the remote server.
- SSH Host Key: supports host validation / trust setup.
S3 Settings #
When S3 is selected as the location type, the S3 settings section is shown. Saved credentials may appear masked/obfuscated instead of fully visible in the screen.
Fields #
- Name: a descriptive name for the selected record.
- Active: determines whether the selected record is enabled.
- Access Key ID: provide the bucket credentials.
- Secret Access Key: provide the bucket credentials.
- Region: identifies the AWS region.
- Bucket Name: identifies the destination bucket.
- Key Prefix: defines the folder/path prefix within the bucket.
Configuration And Usage Notes #
Transfer locations are reusable configuration records.
After a transfer location is created, it can be selected from other screens and processes that support external delivery. Testing the transfer location before relying on it in a scheduled or billing-driven process is recommended.
Only the configuration fields that apply to the selected location type are shown on the screen.