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How to create a new storage profile?

How to create a new storage profile?

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.

    Installations1.png
  2. From Setup page, on Layouts module, click on New button.

    Storage Profile1.png
  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.Choose Root Path and Allowed Extensions for document upload.

     

Note: You can create multiple profiles for the same or different storage servers. However, each profile can only be associated with a single storage server. This means that while you can configure multiple profiles, each profile is dedicated to one specific server.

  1. Click on Save button.

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

 

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