Adding a template

Managed File Transfer applies the settings of a template to all the users associated with it. These settings include predefined limits for upload and download file sizes, server connection restrictions, encryption and decryption settings, as well as settings to optimize file transfers for faster speeds. The default template in Managed File Transfer provides settings that can be customized to fit specific requirements. In addition, users can create additional templates and assign any template as the default for new users.

About this task

To add templates in Managed File Transfer, users can use the quick add feature to configure basic settings such as name and description.

You can also assign a different template to an existing user and override individual settings for the user.

Procedure

  1. Go to Users > Templates.
  2. Click add.
  3. In the Add template dialog box, specify the following details.
    Name
    Type a unique name for the template.
    Description
    Type a description for the template.
  4. Click Add. The new template appears in the templates list.