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In this section, we will guide you through setting up a storage profile in docuWeaver.

Steps to set up Storage Profile

  1. Open docuWeaver app from App Launcher.

    image-20241218-053728.png

  2. From Setup page, on Layouts module, click on New button.

image-20241218-054309.png

Reference: What's on the Setup page?

  1. Fill the details of Storage Type , Label, Description. Choose Named Credential you created earlier in Prerequisite step. Set Max File Size. Choose Maintain Versioning if user wants to maintain versions for file he uploads.

image-20241219-044902.png

Reference: Maintain File Versioning

Note: Storage profile modal will vary according to whatever the storage type user chooses. This is mentioned in each storage profile setup separately.

  1. Click on Save button.

  2. Here, your storage profile of desired type is created.

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