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Storage Settings

The Storage Settings allow you to select where the file is placed after it is signed. By default, the file is added as an attachment to either itself or to the parent in the case of change orders. Alternatively, a folder within the Documents tool can be used to store the files.

SettingDescription
Allow Overriding Default LocationsWhen enabled, users can override the file storage location when sending a request.
Default File Storage LocationsSpecifies where the signed document should be stored after all parties have signed. These settings are specific to the current project, as each project has a different folder structure within the Documents tool.
Storage settings