All categories
Blog
Knowledge Base
Academy
Community

No results for ""

Knowledge Base

All categories
Blog
Knowledge Base
Academy
Community

No results for ""

Knowledge Base/Features/Smart Docs/Smart Docs- Setting u...

Smart Docs- Setting up a default shared drive

JT
Jenny Takahara, September 29, 2021
Note: This is only available for Professional and Enterprise users.


Admin users will be able to see the Company settings tab in the Smart Docs settings. Here you can choose the default shared storage location to keep all of your team's documents and templates.

Setting up a default shared drive also ensures that when templates are shared with other users, they will be stored in and accessible from the same shared drive. You can also choose to remove the Pipedrive company logo from the documents you share.

You can learn more about how files are stored in this article.

Was this article helpful?

Yes

No

Related articles

Got any questions?

Contact us