This guide explains how to integrate Retarus Cloud Fax with Hyland OnBase to streamline fax processing. It covers the configuration of both the Fax-to-Email method and the Fax-to-FTP method.
Prerequisites
Before you begin, ensure you have:
An active Retarus Cloud Fax account
Administrative access to your Hyland OnBase platform
Access to an FTP/SFTP server (required only for the Fax-to-FTP method)
Go to the Import/Export settings and select FTP Import.
Create a new FTP import configuration:
Provide the hostname, port, username, and password for the FTP/SFTP server.
Specify the exact directory path where Retarus delivers fax documents.
Select the appropriate file format, such as PDF or TIFF.
Define the Hyland OnBase folder where the imported fax documents should be stored.
Set up document processing rules:
Set up appropriate document types for incoming faxes.
Configure keyword types and metadata extraction rules to properly process the documents during import.
4. Test the integration
Send a test fax to the configured Retarus fax number.
Verify that the fax is uploaded to the FTP/SFTP server.
Confirm that the fax is then imported into the Hyland OnBase system.
Hyland Cloud SFTP service
If you are using OnBase Cloud Edition, Hyland offers SFTP ingest capabilities as part of their cloud services. This provides secure file transfer without requiring you to maintain your own server infrastructure.
📌 Configuration process
The exact configuration process for integrating external systems like Retarus with Hyland Cloud SFTP may differ from traditional FTP setups. The integration approach depends on Hyland's specific cloud service offerings and security requirements.
1. Contact Hyland support
Before configuring Retarus for SFTP delivery, consult with your Hyland Cloud administrator or Hyland support to understand the available SFTP integration options.
2. Verify integration method
Confirm whether direct external system access is supported or if an alternative workflow (such as user-mediated file transfer) is required.
3. Follow Hyland guidelines
Use the configuration process specified by Hyland for your specific cloud deployment and service level.
For current information about Hyland Cloud SFTP capabilities and supported integration methods, refer to the Hyland support documentation or contact Hyland support directly.
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