Document Storage Set Up

Overview

To maintain permanent records of documents collected during the account opening and loan application processes, Glide integrates with document storage via a Glide-hosted SFTP server. Your institution connects to Glide's SFTP server to pull documents — no need to provision or maintain your own SFTP infrastructure.

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

Glide hosts the SFTP server. Your institution pulls files from it using credentials Glide provides. You do not need to set up or maintain SFTP infrastructure.

What Gets Delivered

Glide delivers the following file types to your SFTP server:

You will see the three folders (Documents, ACH, Reports) once you connect to Glide's SFTP server using the credentials provided.

Document Types

The following document types can be sent to your SFTP server:

• Signature Cards

• ID Documents (e.g., Plaid IDV)

• ChexSystems Reports

• Eligibility Documents

• KYB Result Documents

• Credit Reports

• Business Certificates

• Share / Miscellaneous Documents

Standard Document Naming Conventions

All document names are unique to prevent overwritten files. UUID is a unique identifier for each document.

Companion File (Optional)

Glide can attach a companion file (XML or CSV) with each document delivery, providing supplementary metadata to help your institution sort and import files into your document management system (e.g., Synergy).

Synergy XML Setup Questions

If your institution uses Synergy, your implementation team will collect the following during setup:

• What file room should be used?

• Should DeleteFiles be set to true?

• What institution number should be used?

• What indexes should be included? (Standard: Account Number, Name, Tax ID, Doc Date)

• Should adverse action letters for denied members be sent to document storage?

• What are the file paths for document storage and NACHA files?

Getting Connected: What to Expect

Unlike traditional SFTP setups, Glide hosts the SFTP server. You do not need to provide SFTP credentials — Glide will provide them to you.

Staging (Test) Credentials

Before go-live, Glide will provide you with staging SFTP credentials. Use these to verify your connection and test file retrieval with sample documents.

Documents uploaded in the staging dashboard will not automatically populate the staging SFTP test folders. Staging folders contain test documents triggered by your Glide Integration Engineer during the setup process.

Production Credentials

Once staging testing is complete and your go-live date is confirmed, Glide will provide a separate set of production SFTP credentials. Do not use staging credentials in production.

Connecting to the SFTP Server

Your SFTP client will be provided with:

Glide does not require you to whitelist any IP addresses on your end for SFTP connectivity — Glide manages the infrastructure. However, if your institution's security policies require outbound IP verification, contact your Implementation Engineer.

Reliability & Downtime Handling

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

Automatic Retry

If a file cannot be delivered (e.g., network issue, maintenance window), Glide will automatically retry periodically until successful. No manual intervention is required.

Changing Your Connection

If you need to update how your institution connects to the SFTP server, open a Glide support ticket. Your Implementation Engineer will coordinate the transition.

PDF Conversion

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

Two optional configurations are available upon request:

• Convert all documents to PDF before delivery.

• Convert all documents to PDF except image files (JPEG, PNG, HEIC, HEIF), which retain their original format.

Documents viewed in the Glide dashboard always display in their original format regardless of this setting.

To enable PDF conversion, submit a request to your Implementation Engineer.

Denied Member Documents (Optional)

By default, Glide only sends documents for approved members. Optionally, your institution can choose to receive documents for denied members as well — for example, to store adverse action letters. If interested, discuss this with your Implementation Engineer during setup.

Frequently Asked Questions

Do we need to set up or maintain our own SFTP server?

No. Glide hosts the SFTP server and manages the infrastructure. Your team simply connects to Glide's server to pull files.

How often are files sent?

Files are sent every 5 minutes for approved members with uploaded documents or submitted loan applications.

What folders will we see when we connect?

You will see three folders: /Documents, /ACH, and /Reports.

Do staging credentials work in production?

No. Staging and production use separate credentials. Glide will provide production credentials when you are ready to go live.

What if we need to change our connection settings after go-live?

Contact your Glide account team or open a support ticket. Glide will coordinate any necessary changes.