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How To: Network Storage

This 'How To' will go over 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.)


NOTE: 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.




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




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 plans files you wish to use in this location to be able to store jobs here.)




Now this has created the "Jobs" and "Templates" folders for you to put your jobs in.