Configure Document Storage

Document Storage is available within the Settings > Document Storage Gold-Vision can be configured to automatically save documents created from templates to a pre-defined location.

To enable document storage, simply specify the root location where documents should be stored. The Document Store Root Path should be a path on, or accessible to, the Gold-Vision server.

Auto-Create Sub-Folders

Check the box to auto-create subfolders for new items facility to create a sub-folder for an Account when the Account is created.