Document Storage Set Up

Last updated: April 7, 2026

Overview

To maintain permanent records of documents collected during the account opening and loan application processes, Glide integrates with document storage providers via SFTP connection, hosted by the FI. Glide is able to customize the names of the documents being sent and include a companion file.

Glide sends uploaded documents for approved members and submitted loan applications to the SFTP server every 5 minutes.

Limitations:

  • Glide is not able to host the SFTP server. It must be hosted by the client. Glide only supports SFTP (SSH File Transfer Protocol) and does not support FTPS (File Transfer Protocol Secure).

  • Glide is not able to combine documents in one file if there are multiple files uploaded during the account opening procedure.

Optionally, the FI can choose to send some or all files for denied members. Some FIs may choose to store adverse action letters for denied members.

Standard Naming Conventions & Types

Below are our "out of box" standard naming conventions and document category types. "UUID" is a unique identifier for the document itself. All document names will be unique to avoid overwritten files.

  • Signature cards: AccountNumber-LastName-UUID-sigcard.pdf

  • ID documents: AccountNumber-LastName-UUID-PlaidIDV.pdf

  • Chexsystems: AccountNumber-LastName-YYYYMMDD-UUID-ChexSystems.pdf

    • YYYY-MMDD is the date of the file upload.

  • Eligibility documents uploaded: AccountNumber-LastName-UUID-Eligibility.pdf

  • Trust signature card: AccountNumber-LastName-UUID-sigcard.pdf

    • LastName is the applicant last name

  • Business accounts

    • Business Membership Application: AccountNumber-LastName-UUID-sigcard.pdf

      • LastName is the applicant last name

    • Certification of Beneficial Owner Form: AccountNumber-LastName-UUID-sigcard.pdf

      • Generated for each beneficial owner on the account.

  • Credit Reports: AccountNumber-LastName-UUID-CreditReport.pdf

Document Types:

  • ID Documents

  • Signature Cards

  • ChexSystems

  • Eligibility Documents

  • KYB Result Documents

  • Credit Report

  • Business Certificate

  • Share Document (Miscellaneous category)

Note: these documents can be sent from Glide to your SFTP server every 5 minutes.

Companion File

Glide is able to attach a companion file, such as an XML or CSV file, with supplementary information to help sort files.

As an example, here is Synergy's XML companion file. Indexes can be added depending on your set up. By default, account number will have the leading zeros removed. If you'd like to classify the document by document type, the document types listed above can be used as a variable within the companion file.



    
        Glide Credit Union
        true
        
            SHARE DOCUMENT
            MEMBERSHIP
            SHARE DOCUMENT
            812
            
                123456
                Leslie Knope
                234567890
                01/12/2024
            
            
                234567890-Knope-1234-sigcard.pdf

Synergy XML set up questions:

Responses are case sensitive.

  1. What file room should be used: Glide Credit Union

  2. Should DeleteFiles be set to true: true

  3. What institution should be used: 812

  4. What indexes should be included? Standard are Account Number, Name, Tax ID, and Doc Date.

  5. Should adverse action letters for denied members be sent to document storage? The value for the account number index will be replaced with the SSN value.

  6. State the file path for document storage and NACHA files? (e.g. /home/glide/files and /home/glide/ach).

Required SFTP Credentials

To set up the connection, we need the following SFTP credentials:

  • Host: (e.g. sftp.withglide.com)

  • Username: (e.g. glide_user)

  • Password: (e.g. glide_password)

  • Path: (e.g. /home/glide/files)

These credentials will allow Glide to access the SFTP server and perform the necessary file transfers for document storage.

Whitelisting IP Address

To enable secure communication between Glide and your SFTP server, please whitelist the following IP addresses:

  • Contact your implementation team for IPs to whitelist

Setup Process

  1. Provide SFTP Credentials:

    • Ensure the credentials listed above are accurate and securely shared with the Glide team.

  2. Whitelist IP Address:

    • Add the IP address listed above to your server’s whitelist to permit Glide to connect without issues.

  3. Monitor and Optimize:

    • Glide will continuously monitor the performance of the SFTP server.

    • Any performance issues identified will be communicated to your team with suggested optimizations.

SFTP Reliability & Downtime Handling

Glide's SFTP integration includes built-in reliability features to handle connectivity issues and ensure document delivery.

If Your SFTP Server is Down

If your SFTP server becomes unavailable (due to maintenance, network issues, or other reasons):

  • Glide will attempt to send files to your SFTP server and will receive an error.

  • Glide has a built-in retry mechanism that will periodically attempt to upload the file until successful.

  • No manual intervention is required—files will automatically be delivered once your server is back online.

Updating Your SFTP Site Address

If you need to change your SFTP server address (such as in a disaster recovery scenario):

  1. Provide Glide with the new SFTP site address.

  2. Once Glide updates the configuration, all pending files will resume uploading to the new SFTP server.

  3. Open a Glide support ticket to coordinate the address change and minimize any service interruption.

Optional PDF Conversion Configuration

By default, documents sent to SFTP are stored in their original file format (e.g. JPEG for ID photos captured via Plaid IDV).

A PDF conversion configuration is available upon request. When enabled, all documents sent to SFTP will be converted to PDF format before delivery.

A sub-configuration is also available that excludes image files from PDF conversion — when enabled, files in image formats (JPEG, PNG, HEIC, HEIF) are sent in their original format while all other document types are still converted to PDF. This is available by request.

Documents viewed within the Glide dashboard will always display in their original format regardless of which configuration is enabled.

To enable PDF conversion or the image exclusion sub-configuration for your environment, submit a request to your implementation team.