FTP folders access

Projetex features a built-in FTP client, which can be used to quickly access FTP folders of clients and experts to upload or download workflow files.

To access the FTP client:

1. Open the Files tab of any client, project or expert.

2. In Shortcuts field select the Client/Expert/Freelancer FTP option.

 

 

FTP access interface

The FTP indicator indicates the connection status. A red indicator means the FTP folder is disconnected. A green indicator means the connection is open.

Click the Connect/Disconnect button to connect/disconnect the FTP server currently selected in the drop-down list.

 

 

 

Click the Manage Connection button to create a new FTP connection or edit/delete the currently selected FTP connection.

 

Creating a new FTP Connection

To connect to an FTP folder you will need to create an FTP Connection for this folder, which implies entering the FTP server address and login information, which later will be used by Projetex to log into this FTP folder.

To create a new connection:

1. Click the Manage Connections button

2. Select New connection ... in the menu:

3. Enter a name for the new connection, the FTP server address, the user name (FTP login) and password (Projetex will store your password).

4. Click OK to create the FTP connection.

 

Connecting to FTP

Once an FTP connection has been created, it can quickly be activated via the FTP connections drop-down list.

1. Select the required FTP Connection in the drop-down list to connect to this FTP server.

2. Click the Connect button to display the contents of the FTP folder in the field below.

 

 

See also:

Working with files in Projetex