# Delivery Methods **Delivery Methods** define how audio and text files generated by phone.systems(TM) are delivered to users. These files include voicemail, notifications, faxes, and call recordings. Supported methods are **Email, Dropbox, Google Drive, OneDrive, FTP,** and **SFTP**. **Add Delivery Method** Add a new delivery method to manage how files and messages are delivered. [Add Delivery Method](#ps3-delivery-methods-add) **Edit Delivery Method** Update delivery method settings or reauthorize third-party connections. [Edit Delivery Methods](#ps3-delivery-methods-edit) **Delivery Method Relations** Review how delivery methods are linked to different services and features. [Delivery Method Relations](#delivery-method-relations) **Delete Delivery Method** Delete a delivery method and remove all associated connections. [Delete Delivery Method](#deleting-delivery-method) --- ## Supported Features Delivery methods can be used across various phone.systems(TM) features, including call flow objects such as **Voicemail**, **Call Recorder**, **Fax**, and **Notification**, as well as **SIP Account Call Recording** for SIP-based calls. | **phone.systems(TM) Feature** | **Email** | **Dropbox** | **FTP** | **SFTP** | **Google Drive** | **OneDrive** | | --- | --- | --- | --- | --- | --- | --- | | [Voicemail](../Call-flows/objects/voicemail.html#ps3-object-voicemail) | | | | | | | | [Call Recorder](../Call-flows/objects/call-recorder.html#ps3-object-call-recorder) | | | | | | | | [Fax](../Call-flows/objects/fax.html#ps3-object-fax) | | | | | | | | [Notification](../Call-flows/objects/notification.html#ps3-object-notification) | | | | | | | | [SIP Account Call Recording](../Contact-methods/sip-accounts.html#ps3-sip-accounts-call-recording) | | | | | | | Note - Call recordings are delivered to the selected destination once each call ends. - When using the **Email** delivery method, large recordings (about 7 MB per hour of audio) may exceed your provider's size limits and fail to deliver. Check your email provider's limits, as rejected files can't be recovered. - Recordings are **not stored**, processed, or accessed by phone.systems(TM). They are delivered directly to the configured destination. --- ## Add Delivery Method Follow these steps to add any delivery method. ### Step 1: Create delivery method Open the **Delivery Methods** menu and click the ![+-symbol](../../_images/%2B-symbol.png) button. ![Add Delivery Method](../../_images/fig1211.png) **Fig. 1.** Add Delivery Method ### Step 2: Choose Delivery Method type Select one of the supported delivery method types. ![Select Method Type](../../_images/delivery-methods-new.png) **Fig. 3.** Select Method Type ### Step 3: Configure Delivery Method Properties After you select a delivery method type, configure the required settings such as the destination folder, server credentials, or recipient addresses. **Email** Sends delivered files as email attachments directly to the specified recipients. | Field | Description | | --- | --- | | **Name** | Enter a friendly name to identify this delivery method. | | **Emails** | Add one or more recipient addresses. Each address will display its verification status (e.g., **Verified**). Note To select an email, you first need to add it as a [contact method](../Contact-methods/emails.html#ps3-emails). | | **Subject** | The subject line for the delivery email (supports [dynamic fields](#ps3-delivery-methods-dynamic-fields)). | | **Message text** | The main body of the email message (supports [dynamic fields](#ps3-delivery-methods-dynamic-fields)). | ![Email Delivery Method Configuration](../../_images/new-email.png) **Fig. 2.** Email Delivery Method Configuration **Dropbox** Uploads delivered files to a connected Dropbox account or folder. Authorization is required before use. | Field | Description | | --- | --- | | **Name** | Enter a friendly name to identify this delivery method. | | **Connection Status** | Shows the current Dropbox connection status. | | **File name** | Define a file name pattern (supports [dynamic fields](#ps3-delivery-methods-dynamic-fields)). Note The **File name** field becomes available after connecting your Dropbox account. | ![New Dropbox Delivery Method](../../_images/delivery-methods-new-dropbox.png) **Fig. 3.** New Dropbox Delivery Method **FTP** Uploads files directly to an FTP server. | Field | Description | | --- | --- | | **Name** | Enter a friendly name to identify this delivery method. | | **Host** | FTP server domain name or IP address. | | **Port** | FTP server port number. | | **Directory** | Remote directory (folder path) where files will be uploaded. | | **Passive Mode** | Enable if required by your FTP server or firewall. | | **Anonymous** | Enable if your server allows anonymous access (no login required). | | **Username** | FTP username for authentication. | | **Password** | FTP password for authentication. | | **File name** | File name pattern for uploaded files (supports [dynamic fields](#ps3-delivery-methods-dynamic-fields)). | ![FTP configuration](../../_images/delivery-methods-new-ftp.png) **Fig. 4.** FTP configuration **SFTP** Securely transfers delivered files to an SFTP server. | **Name** | Enter a friendly name to identify this delivery method. | | --- | --- | | **Host** | SFTP server domain name or IP address. | | **Port** | SFTP server port number. | | **Directory** | Folder path where files will be uploaded. | | **Username** | SFTP username for authentication. | | **Password** | SFTP password for authentication. | | **File name** | File name pattern for uploaded files (supports [dynamic fields](#ps3-delivery-methods-dynamic-fields)). | ![SFTP configuration](../../_images/delivery-methods-new-sftp.png) **Fig. 5.** SFTP configuration **Google Drive** Uploads delivered files to a connected Google Drive folder. Requires authorization with your Google account. | **Field** | **Description** | | --- | --- | | **Name** | Enter a friendly name to identify this delivery method. | | **Directory** | Target folder path in Google Drive (e.g., phone.systems). | | **Connection Status** | Shows the connection status to your Google Drive account. Use **Connect** to authorize. | | **File name** | Define a file name pattern (supports [dynamic fields](#ps3-delivery-methods-dynamic-fields)). Note The **File name** field becomes available after connecting your Google Drive account. | ![New Google Drive Delivery Method](../../_images/delivery-methods-new-google-drive.png) **Fig. 6.** New Google Drive Delivery Method **OneDrive** Uploads delivered files to a connected Microsoft OneDrive folder. Requires authorization with your Microsoft account. | Field | Description | | --- | --- | | **Name** | Enter a friendly name to identify this delivery method. | | **Connection Status** | Shows the current OneDrive connection status. | | **Folder** | Destination folder path in OneDrive. | | **File name** | File name pattern for uploaded files (supports [dynamic fields](#ps3-delivery-methods-dynamic-fields)). Note The **File name** field becomes available after connecting your OneDrive account. | ![New OneDrive Delivery Method](../../_images/delivery-methods-new-onedrive.png) **Fig. 7.** New OneDrive Delivery Method #### Dynamic Fields Some delivery method input fields support dynamic fields that automatically insert call details such as the number, service, or time into file names, email subjects, or messages. | **Field** | **Description** | | --- | --- | | %{src\_number} | Caller's phone number. | | %{src\_name} | Caller's name. | | %{dst\_number} | Number that was called. | | %{service\_name} | Name of the service or feature that created the file. | | %{call\_time} | Full date and time of the call in the format: **YYYY-MM-DD HH-MM-SS**. Note Times are based on your **System time zone** set in **General Settings**. | | %{call\_year} | Year of the call. | | %{call\_month} | Month of the call. | | %{call\_day} | Day of the call. | | %{call\_hour} | Hour of the call. | #### Delivered File Name Format When a file is delivered, its name is automatically created using call details such as the service name, phone numbers, and time of the call. ``` Example file name: Voicemail-12025550123-12025550199-2025-05-07 06-57-38.mp3 File Name Pattern: %{service_name}-%{src_number}-%{dst_number}-%{call_time}.mp3 ``` ### Step 4: Save the Delivery Method Once all required fields are completed and the delivery method is configured, click **Save** to finalize the setup. ![Save the Delivery Method](../../_images/save-delivery-method.png) **Fig. 8.** Save the Delivery Method --- ## Edit Delivery Methods Use **Edit** action when you need to change where files are delivered (folder, directory, recipients), update credentials, or adjust file name patterns. 1. Go to **Delivery Methods**. 2. Click the **Actions** button next to the method and choose **Edit**. ![Actions Button](../../_images/actions3.png) **Fig. 9.** Actions Button 3. Update the required fields. 4. Click **Save**. ![Editing Delivery Methods](../../_images/edit.png) **Fig. 10.** Editing Delivery Methods ### Reconnect Third-Party Delivery Services If access to a connected service (such as **Dropbox**, **Google Drive**, or **OneDrive**) expires, the status will show **Access revoked**. 1. Open the **Delivery Methods** tab, find the delivery method, click **Actions**, and then select **Edit**. 2. In the **Edit Delivery Method** form, click **Reconnect** next to the account status. 3. Sign in and allow access when prompted. 4. Once reconnected, the status updates to **Connected**, and deliveries resume automatically. ![Reconnecting an expired Dropbox account](../../_images/reconnect.png) **Fig. 11.** Reconnecting an expired Dropbox account --- ## Delivery Method Relations The **Relations** shows which phone.systems(TM) objects use a specific delivery method. Review dependencies and adjust settings if needed to prevent service interruptions before editing or deleting a method. 1. Go to **Delivery Methods**. 2. Click the **Actions** button next to the delivery method. 3. Select **Relations** from the dropdown menu. ![Viewing relations for a delivery method](../../_images/actions3.png) **Fig. 12.** Viewing relations for a delivery method A list of all connected objects (such as **Call Flows** and **Contact Methods**) will appear. To navigate directly to an object for further configuration, click the ![gear](../../_images/gear.svg) icon next to its name. Note Relations update in real time. Any changes, re-authorization, or deletion of a delivery method immediately affect all linked services. ![Viewing relations for a delivery method](../../_images/relations1.png) **Fig. 13.** Viewing relations for a delivery method --- ## Delete Delivery Method To delete a delivery method, click the **Actions** button and select **Delete**. ![../../_images/fig98.png](../../_images/fig98.png) **Fig. 14.** Actions Menu If the selected delivery method is associated with any **relations**, the **Delete Delivery Method** dialog displays a warning banner and a **relations counter**. Click the counter to view the complete list of related objects. Before deletion can proceed, all related services must be unlinked. Once the relations are removed, click **Delete** to permanently delete the delivery method. Note Delivery methods that are still in use by other services cannot be deleted. Unlink them first, then try deleting again. > ![Delete Delivery Method dialog With Relations](../../_images/fig11.1.png) > > > **Fig. 15.** Delete Delivery Method dialog with relations > ![Delete Delivery Method dialog Without Relations](../../_images/fig11.2.png) > > > **Fig. 16.** Delete Delivery Method dialog without relations ## Additional Resources **Delivery Logs** Monitor the history of all file deliveries across services. [Delivery Logs](delivery-logs.html#ps3-delivery-methods-logs) On this page