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Automate MFT User Guide

Navigation and user interface

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Table of Contents
  • Automate MFT overview
  • System requirements
  • Network considerations
  • Get started overview
    • Step 1: Add an authentication method
    • Step 2: Define an SFTP endpoint
    • Step 3: Install and register a self-hosted agent
    • Step 4: Add a schedule
    • Step 5: Create a task
  • Navigation and user interface
    • Task list and activity view
    • Customize columns
    • Search and filter capabilities
    • Resource Center
  • Task workflows
    • Task management
    • Organize tasks with folders and tags
    • Task versioning
    • Task reference
      • Assign agents or agent pools to tasks
      • Concurrent task runs
      • Source settings
      • Destination settings
      • File wildcards and globs
      • Macros for renaming and alerting
      • Update original file settings
      • Process scripts
      • Parameters
        • Manage parameters
      • Post run email notifications
      • Post run - run task
  • Libraries
    • Endpoints
      • SFTP endpoint
      • MOVEit Transfer endpoint
      • Local endpoint
      • CIFS endpoint
      • S3 (AWS) endpoint
      • FTPS endpoint
        • Additional FTPS commands
      • SMTP endpoint
      • ShareFile endpoint
      • Azure Blob Storage endpoint
      • SharePoint endpoint
      • Google Cloud endpoint
      • OneDrive endpoint
    • Authentication methods
      • SFTP authentication method
      • MOVEit Transfer authentication method
      • CIFS authentication method
      • S3 (AWS) authentication method
      • FTPS authentication method
      • SMTP authentication method
      • ShareFile authentication method
      • Azure Blob Storage authentication method
      • SharePoint authentication method
        • SharePoint authentication
      • Google Cloud authentication method
      • OneDrive authentication method
        • OneDrive authentication
    • Agents
      • Install and manage agents
      • Agent pools
    • Schedules
      • Manage schedules
    • Keys and certs
      • Manage keys and certs
    • Tags
      • Manage tags
    • Scripts
      • Manage custom scripts
        • Custom scripts
        • Custom script samples
  • API access
    • Manage API keys
    • API Authentication flow
    • API endpoints
  • Monitoring and reporting
    • Task run and file activity reports
    • Audit reports
  • Security and compliance
    • User roles and access control
      • Manage users
      • Role-based access control
    • Account details
    • Multi-factor authentication
      • Multi-factor authentication setup
      • Log on with multi-factor authentication
      • Trust browser to skip multi-factor authentication
    • Single Sign-On
      • Single Sign-On Setup
      • Multiple identity providers
  • Support and resources
Table of Contents

Navigation and user interface

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  • Last Updated: September 5, 2025
  • 1 minute read
    • Automate MFT
    • Documentation

Automate MFT provides an interface designed to simplify the management of file transfer workflows. This section introduces the layout, key components, and navigation tips to help users get started efficiently.

Contents
  • Task list and activity view
  • Customize columns
  • Search and filter capabilities
  • Resource Center
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