Set Storage Locations for Attachments

PLL administrators can decide where documents and other files are stored when they are attached to a case: in a database, file system, network, or FTP.

PREREQUISITES:

  • The Preferences security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.

NOTE: Wherever attached files are stored, they are organized in folders using the case ID. Each case ID folder contains sub-folders for tasks and payments.

To designate a file storage option, follow these steps:

  1. Click System Tools on the PLL Admin menu panel and select Preferences.

  1. On the Preferences panel, select Documents.

  1. Select the option button next to the options you wish to use for primary and secondary (backup) storage locations.

  • Database: Attachments will be stored in the Cityworks database.

  • File System: Attachments will be stored in a local file. Enter the file path to set this value.

  • Network: Attachments will be stored in a file on the network. Enter the network file path to set this value.

  • FTP: This option is not yet implemented and is currently disabled.

  1. Click Save.