Saving Documents to the server

[Support Team]

RangerMSP User Question*

I am trying to get the documents to attach to copy to the server. They keep putting the link to my local C drive.
I select copy to RangerMSP and I changed the paths in the options but it keeps putting them local. How is this setup on the workstations so everything is saved to the server?
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* Question received by email and shared here for the benefit of our users.

[Support Team]

Re: Saving Documents to the server

Answer

The paths set under Options are used as default for new Accounts, ones that you haven't yet stored documents to.
Saying it differently - the folder to store the document under is set by the 'Docs Dir' field value of the Account (under its 'Details' tab) - and one isn't set yet - the global Options settings take place.

Moving forward, you should visit the Account record you try to file documents under and check the folder it points to, in case it's C:/... change it to anywhere on the server you wish and save. Done! New documents for this Account will now get stored under the server.