The action FTP

Purpose

Uploads the current item (document or file) from the scenario to a remote FTP server. Use this action to push processed files (PDFs, images, summaries, etc.) to a hosting server, partner drop folder, or any remote directory accessible via FTP/SFTP.

Where to add

Place Send File to FTP after the action that produces the file you want to transfer (Convert to PDF, Generate Image, Save File, etc.). The action uploads the current pipeline item to the remote folder you specify.

Main fields and how to configure

• Server address
  Enter the FTP server hostname or address (for example: ftp503330.myftp.net or sftp.example.com). If your provider requires a non‑standard port, include it at the bottom of the form (unset option Use Auto connect mode)
• Login
  FTP username for the account that will perform the upload.
• Password
  Password for the FTP account.
• Folder to upload file
  The remote folder path (use forward slashes /). Example: /acc1764702991/wwwroot/download or /home/username/uploads.
  How to find the correct remote path:
  - Open an FTP client such as FileZilla, connect with the same credentials, and navigate to the desired remote folder.
  - Copy the full remote path shown in the client’s remote path box (it typically starts with /).
  - Paste that exact path into the Folder to upload file field.
  Notes:
  - If your account is chrooted, paths are relative to the chroot root — use exactly what the FTP client shows.
  - You can include fields/tokens (click Fields) to create dynamic paths, e.g. /uploads/%DATE_MONTH%/ or /clients/%FILE_EXTENSION%/.
  - If the remote folder does not exist, the action auto-create directories.
• Use Auto connect mode
  When checked, the action will attempt to establish the connection automatically using the supplied credentials each time it runs. Leave it checked unless you have a reason to manage connections differently.
• Test connection
  Use Test connection to verify the server address, credentials and remote path before running the full scenario. If the test fails, check server, port, credentials and network/firewall settings.

Quick configuration steps

1. In the action dialog, enter Server address, Login and Password.  
2. Set the remote path into Folder to upload file. Optionally insert Fields for dynamic folders.  
3. Keep Use Auto connect mode checked (recommended).  
4. Click Test connection to ensure the path and credentials work.  
5. Save and run the scenario to perform uploads.

Examples of valid folder paths

• /acc1764702991/wwwroot/download
• /home/username/uploads
• /public_html/invoices
• /uploads/%DATE_FULLSHORT%/

Best practices and tips

• Use secure protocols when available: prefer SFTP or FTPS over plain FTP for sensitive data. Check whether your provider requires SFTP vs FTP and set server address accordingly.  
• Use an FTP client (FileZilla) to confirm paths and permissions before configuring the action — this avoids “path not found” issues.  
• Use forward slashes and the exact path shown by the FTP client. Avoid drive letters or Windows style backslashes.  
• If you frequently upload large files, verify server upload limits and consider splitting or compressing files if needed.

Troubleshooting

• Authentication errors: verify username/password and whether the server requires an app password or special authentication method.  
• Path not found: check the exact remote path in your FTP client and ensure the target directory exists and is writable. If the server uses a chrooted environment, use the path exactly as shown by the client.  
• Permission denied: ensure the FTP user has write permission to that folder (check both directory permissions and any server-level restrictions).  
• Firewall or blocked port: confirm that outbound FTP/SFTP ports (21 for FTP, 22 for SFTP, or custom ports) are open from the machine running the scenario.  
• Test upload in the FTP client: if the action fails, upload a small file with FileZilla to confirm connection and permissions, and use server logs for more details.

That’s it: Connect with the correct server credentials, set the remote folder path to upload file, test the connection, and the Send File to FTP action will upload the scenario’s current file into the chosen remote directory.