File Auto-Saving (Dashboard)

Administrator Help Topic

Administrators can manage File Auto-Saving.  This function makes it easy to set up the shared file location where all files associated with your opportunities and quotes are auto-named and auto-saved to SharePoint Online, a network drive, or to the cloud (hosted by CorsPro using Amazon Web Services).
 
  1. Administrators can manage account settings by clicking on their name in the top right of the View and selecting Admin, then clicking Account Settings in the left-hand panel. 
  1. Go to the File Auto-Saving section and… 
    • If you are using a network drive, enter the Core Network Path (see the Core network path help topic for more information)
    • If you are using SharePoint Online, enter the SharePoint Site Collection URL (see the SharePoint site collection URL help topic for more information) 
    • If you would like to turn on or turn off file hosting in the cloud by CorsPro (using Amazon Web Services), please contact support@corspro.com.  

Note:  You can enable more than one file auto-saving approach. However, users will then be prompted every time they first save a Quote File or RFP response document, so we do not recommend setting up more than one auto-saving approach.