Administrators can manage File Auto-Saving. This function makes it easy to set up the shared file location where all files associated with your opportunities and quotes are auto-named and auto-saved to SharePoint Online, a network drive, or to the cloud (hosted by CorsPro using Amazon Web Services).
Note: You can enable more than one file auto-saving approach. However, users will then be prompted every time they first save a Quote File or RFP response document, so we do not recommend setting up more than one auto-saving approach.
Go back to Admin Guide for SDA Dashboard