Storage locations

Setting up the local and network folders that projects are kept in.

Projects are kept in a managed location rather than wherever you happen to browse to. Set one up before the first job; after that, creating and saving projects only ever asks which location, not which folder.

You pick a location from the same set of cards everywhere it matters: creating a project, saving a copy, and promoting a PDF.

The locations

LocationWhat it is
LocalA folder on this computer. Only reachable from this machine.
NetworkA shared network drive, reachable by every computer on your network.
CloudNot available in this build. The card is shown but stays disabled.

Local suits one estimator. Network is what a team needs, so that everyone opens the same projects rather than passing files around.

Setting one up

Click the location's card to open Configure Location.

The folder has to exist already. The dialog refuses a path that is not there rather than creating it, so make the folder first and then point at it.

A network path is stored in its UNC form even when you pick a mapped letter, because a mapped drive may not be reconnected yet when the app starts and a bare Z:\ would fail to resolve.

Maintaining a location