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Smart Docs: Setting up a default shared drive

Jenny Takahara, June 12, 2023
Note: This is only available for Professional and higher users, or users with the Smart Docs add-on.

Admin users can 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.

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