Setting Up the Default Document Storage Location (Optional)

You can set a default document storage location in the Document Storage Setup window to default the location selected when users add an attachment. Without this setup, users must select the location in the Document Maintenance window. This window is accessible to power users only.

When Copy File, Attach File, or Copy To Database is set as the default storage location, this option is marked for your users in the Document Maintenance window when uploading an attachment, however, users can select a different option if needed. 

To see the default storage location:

1. Go to the Document Storage Setup window in Service Management settings (Service Management > Module Setup > Document Storage Setup) or Job Cost settings (Job Cost > Job Cost Settings > Document Storage Setup).  

2. In the Default Storage Location section, select one of the following options:

   • Copy File

   • Attach File

   • Copy To Database

   • Cloud Storage: This option requires the Advanced Document Management. For information on setting up Azure Cloud Storage, see Setting Up Azure Cloud Storage in the Installation & Upgrade guide.

3. Select Save.