Set Up a Transfer Site

In this part of the evaluation you will create a Transfer Site and a new user in Gateway Administrator –the customer named Joe. After you’ve set this up, you will be able to launch the Transfer Client in a web browser and use it to download the PDF files that were put there by your automated Job actions.

Before you begin

  • Confirm that the user called Joe has been added and configured to use an email address you have access to.

NOTE:The Reflection Transfer Client is used here to access Transfer Sites, but this is not a requirement. You can also use the Reflection for Secure IT Client for Windows, the Reflection FTP Client configured for SFTP transfer, or any other SFTP-enabled SSH client.