Where are my documents stored?
When you create a document or template with the Smart Documents feature, it will not be stored in Pipedrive but rather in your cloud provider (Google Drive, OneDrive, or SharePoint).
In your cloud provider, there will be a new folder created called "Pipedrive (your company name)". Within this we will automatically create sub-folders:
- Templates – When a template is created, it will automatically be created and stored in a sub-folder called "Templates".
- Documents – When you create a document, it will automatically be created and stored in a sub-folder named after the deal's linked organization name. If there is no organization linked, it will be named after the deal's linked person contact's name.
There are two actions that could prevent you from successfully accessing your documents or templates in Pipedrive:
- If you delete any documents or templates in your cloud provider
- If you disconnect your cloud provider
Admin users will be able to see the Company settings tab in the Smart Document 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.
Note: For information about creating a shared drive in Google, you can follow the instructions here.