View Source

How to: Set-Up a Network Storage

This How To will cover the process of setting up a network storage for PlanSwift. This guide will only help you once you have set up a network, server, or cloud-storage based system (One Drive, Sky Drive, Google Drive, etc.)

CAUTION: We do not recommend/support using a cloud-based storage for storing jobs. This is doable but the storage location needs to be fully synced and available offline (on your computer) in order for it to work in PlanSwift. Opening a job that has not fully synced yet can result in data loss.

Once you have your storage set up, the process is very easy.

1. Inside of PlanSwift click on the Settings tab and go to Data Storages.

PlanSwift Product Knowledge Base > Storing Your Jobs on a Network Drive (Setting up a Network Data Storage Location) > New_Storage_1.png

2. Type in the name and select a color of your choice; then click on the 3 dots on the Folder field to the right.

PlanSwift Product Knowledge Base > Storing Your Jobs on a Network Drive (Setting up a Network Data Storage Location) > New_Storage_2.png

3. Browse to where you want to store the data and click the Make New Folder button and name the folder.

Note: Do not store other documents or folders in this storage, or it may result in missing data errors from PlanSwift reading the folder and not finding PlanSwift job data. You do not need to store the PDFs or other plan files you wish to use in this location to be able to store jobs here.

PlanSwift Product Knowledge Base > Storing Your Jobs on a Network Drive (Setting up a Network Data Storage Location) > New_storage_3.png

This has created the Jobs and Templates folders for you to put your jobs in.

To move your jobs, follow this guide on where to get your local jobs and the best way to transfer them.