Set Up a Storage Provider

Use the Storage and Folders submodule to set up storage providers.

To use the Storage and Folders submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To set up a storage provider:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company for which you want to set up a storage provider.
3. In the left navigation pane of the Settings screen, click Folders, Reports & Documents > Storage and Folders.
4. Click the Storage provider tab.
5. On the grid toolbar, click Add entry , select a storage provider class from the list, and click OK.
   Note: Additional setup may be required in the subgrid.
6. To enable the storage provider setup, select the Enabled checkbox.

You can now select the storage provider you set up as one of the options when you set up and configure resource folders. For instructions, see Set Up a Resource Folder.