Auto Saving Files

Update:  Please note that with the enhancements made to the Dashboard, there’s an easier way to set up Auto-Saving rather than in the BaseInfo Tab.  See File Auto-Saving in the Admin Guide for SDA Dashboard.


Architect Managers (Admins) can define quote and output file naming and folder saving schemes so that files are auto-saved to a company-specific folder structure or SharePoint using a consistent file naming scheme.  The auto-saving functionality saves time, ensures consistency and makes it easy to find files in auto-created, centralized project folders.  Using Excel formulas, this functionality enables you to “calculate” – using data pulled from the quote file – the filenames and network/local folders to which files should be saved.

There are two options for auto-saving your SDA files:

  1. Network location
  2. SharePoint