Secure File Transfer Protocol - SFTP

SFTP, or Secure File Transfer Protocol, is a file transfer mechanism that uses secure shell encryption to provide a high level of security for sending and receiving file transfers. It builds on the File Transfer Protocol (FTP) and includes Secure Shell (SSH) security components.

SFTP transfers files securely using SSH and encrypted FTP commands to avoid password sniffing and exposing sensitive information in plain text. Since the client needs to be authenticated by the server, SFTP also protects against man-in-the-middle attacks.

Secure File Transfer Protocol helps in providing secure file access, file transfer, and file management of signed documents and audit trails.

Note: The transfer of this zip file is triggered within 15 mins upon document completion. 

Steps to activate SFTP

Click on the “Account” option on the homepage, then go into the "Department" tab, and then click on the "SFTP".

Steps to Add/Configure SFTP

Step 1: Click on “Add new SFTP” to add SFTP.

Step 2: Once clicked on the “Add New SFTP” a side window will appear for adding “SFTP Credentials”.

Input fields in SFTP Credentials 

1. SFTP Profile Name: Enter a profile name for the SFTP server you are configuring. SFTP profile name (as configured by the admin) will be displayed to the sender while sending a document.

2. Host URL: Enter the Host URL (a unique identifier) of the server where the completed document will be transferred

3. Destination: Enter the destination that is the path of the folder where the completed document zip file will be sent.

4. Port: Enter the port number here which is required to establish a server connection.

5. Username: Enter the username that will be used to connect with the SFTP server.

6. Password: Enter the password that will be used to connect with the SFTP server.

Once the input fields are filled and a user tries to save the SFTP, a test file is sent to the configured URL to check whether the connection is being established or not. If the test file is sent successfully, the SFTP profile is saved on the dashboard.

Note: A test file is sent when a user tries to add or edit an SFTP credential.  

Test Connection Button: When a user clicks on the “Test Connection” button, Leegality’s server tries to reach the SFTP server (Using the inputs as configured). A test connection tries to verify if the credentials entered are correct or not. Based on the response, a success or failure message is displayed on the dashboard.

Note: More than one SFTP profile can be configured by using the option “Add New SFTP” by entering the SFTP credentials.

Step 3: Toggle on “Enable SFTP for your Organisation” and click on “Update”.

Configuring SFTP  in the new document flow and workflow

Step 1: Once the document is created or while creating the workflow, on the invitee page click on “Signing journey options”.

Step 2: Once clicked on the “Signing journey options” side window will appear, toggle on “Transfer Completed Document using SFTP”.

Step 3: Choose an SFTP Profile from the drop-down.

Note: The completed document and audit trail will be transferred to the selected SFTP profile once the document is completed.

Steps to Delete/Edit SFTP Profile

Click on the “Account” option on the homepage, then go into the "Department" tab, and then click on the "SFTP".

Edit SFTP Profile

Once reached the SFTP page, click on the delete icon to delete the SFTP profile.

Editing SFTP Profile

SFTP credentials except the password can be edited through the "Edit SFTP Credentials" side window that appears by clicking on the edit icon.

Note: The input for ‘Password’ in SFTP credentials cannot be edited once configured. If an SFTP password is to be changed, please delete that SFTP profile and add a new SFTP Profile with the updated Password.

Delete SFTP Profile

Upon reaching the SFTP page, click on the delete icon to delete the SFTP profile.

Deleting SFTP Profile

Note: Without disabling the toggle for “Enable SFTP for your organisation”, all SFTP profiles cannot be deleted.

If SFTP is configured for a document, once all signatories sign the document, the completed document and audit trail will be transferred via SFTP as a single zip file. The transfer of this zip file is triggered within 15 mins upon document completion. 

An email/SMS notification will be triggered if the transfer via SFTP fails.

Steps to Setup SFTP Failure Notification

Step 1: Click on the “Account” option on the homepage, then go into the "Notification" tab and then click on the "Organisation".

Step 2: Toggle on “SFTP Failure Notification” to receive the email/SMS notification when the transfer via SFTP fails.

To know the steps to add the contact to SFTP notifications, click here.

Note: No success notification will be triggered to the sender, but the file will be visible in the server configured by the sender.

Name Format of Transferred Document:

Zip file: <IRN>_<Document ID>.zip

Signed Document: 1_<Document Name>.pdf

Audit Trail: 1_<Audit Trail>.pdf

Note: Indexing of Document Name and the Audit trail is done to prevent duplicate documents from being transferred

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