Stages for Setting Up PDF Exporter Integration

  • Updated

There are five stages of setting up PDF Exporter for file transfers.

  1. Q2 enables the integration for your FI. This must be done before any FI configuration can take place.

  2. Your FI performs configuration changes to enable the integration.

  3. Your FI performs adds the connection details for your chosen method of file transfer.

  4. Your FI tests the connection.

  5. Your FI customizes the information contained in the index file that is included with each batch transfer of files.

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