SFTP connection

In the Professional and Enterprise price plan, an FTP or SFTP connection can be set up form templates via the “FTP-Settings (optional)” button. This allows the generated export files (PDF / Word / XLSX) to be automatically saved on the specified server directly after sending a form. In addition, all form data can be continuously synchronised as an XLSX table.

The following options are available:

• Sent PDFs: PDFs sent by email will then be stored on your FTP server.
• XLSX synchronisation: An XLSX table is created for each selected status (in progress, sent, deleted), in which all form data (including previous data) is continuously synchronised.

For the connection to work, the “Filename template ” field must be filled in.

To test if your server connection is set up correctly, a test file “formtastic.txt” will be uploaded to your server after clicking “Test and Save”. So you can check directly if the connection works.