WorkBook

Define a Company's Job Folder and Storage Provider Settings

Depending on your role in WorkBook, you can modify the settings for a company's job folders and change its storage provider in Resources. You can also modify these settings in the company card in Settings > Company Settings > Basic Company Settings.

Note: You must have permission to add, delete, and modify resources to complete this task.

To define a company's job folder and storage provider settings:

  1. On the main toolbar, click Resources .
  2. On the right side of the grid toolbar, under the filter icon , select Resource Default Grid from the drop-down menu.
  3. Select the company whose job folder and storage provider settings you want to modify by completing any of the following actions:
    • In the Search in Grid field, enter the name of the company, then select it from the grid.
    • Click the Filter field next to the Search in Grid field, select Company as your filter, and select the company from the grid.
  4. On the grid toolbar, click Resource Information / to display the company card.
  5. On the side toolbar of the company card, click Company Settings > Job Folder and Storage Provider.
  6. Update the job folder and storage provider settings as needed.