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Projetex features 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 FTP client:
1. Open Files tab of any client, project or expert.
2. In Related Folders field select Client/Expert/Freelancer FTP option.
FTP access interface
| • | FTP indicator indicates connection status. Red indicator is displayed if FTP server status is disconnected. When the server is connected, indicator will change to green. |
| • | Click Connect/Disconnect button to connect/disconnect to currently selected FTP server in nearby drop-down list. |
| • | Click Manage Connection button  to create new FTP connection, edit or delete currently selected FTP connection. |
Creating new FTP Connection
In order to connect to FTP folder you will need to create an FTP Connection for this folder, which implies entering FTP server address, and login information, which later will be used by Projetex to log in to this FTP folder.
To create a new connection:
1. Click Manage Connections button
2. Select New connection ... in the appeared menu:
3. Enter a name of new connection, FTP server address, user name (FTP login) and password (Projetex will memorize your password).
4. Click OK button to create this FTP connection.
Connecting to FTP
Once FTP connection has been created, it can quickly be activated with the help of FTP connections drop-down list.
1. Select the required FTP Connection in the drop-down list to connect to this FTP server.
2. Click Connect button to display the contents of FTP in the field below.
