Administration Control Panel: Document Storage Tab

While logged in as an Administrator, navigate to Administration > Control Panel > Document Storage tab.

Document Storage Tab

Document storage allows you to store documents in a database, eliminating the need to create open and save paths in the Manage Users area, and the need for shared folders on your network. Also, anyone with access to an account, has access to any documents saved in the Documents area. To have this option turned on, you will need to contact support@whitecupsolutions.com

To set up the Document Storage option, you will first have to create a database in the Document Storage tab. The Sherpa Administrator can create the database if the SQL Username in step 2 has system admin rights on the SQL server. This is assigned in SQL Server Management Studio in the main security section on the SQL Server under the Users Properties/Server Roles.

Once the database is created the rights can be adjusted back to Public. It is recommended the Compass Administrator discuss this database creation with their IT Director prior to enabling this feature. This new database will need to be added to a database backup routine, and the IT Director will need to verify server space for document storage.

1. Choose to use the same location as the Sherpa Database, or, create a custom location. If creating a custom location, enter the server name, username and password, and enter a name for the new database.
2. To test the connection and make sure the connection is working, click the Test Connection button.
3. If you need to make changes, you can type directly into the fields and click the Save Changes button to save your changes.
4. Check the Turn Document Storage On check box to enable the feature.

To set up the bookmarked docs (proposals, sales paperwork, etc.) use the

Bookmark Templates tab.

1. Click the Add button and a form will come up.
2. Click the Select File button and browse to the template file
3. Give it a name (the user will see this when choosing the template, so it should be something they will recognize).
4. Choose which areas they will be able to populate it from. When populating templates, they will only see what is available based on what is checked.
5. You can choose to make the template Active (users will see them) or uncheck this to make them Inactive (they will remain in the Admin list, but the users will not see it as a choice).
6. Click OK to save or Cancel to exit and not save.

You will then see the Active templates on the front page.

1. To show inactive templates as well, check the Show Inactive Templates checkbox.
2. Or, to Activate, on Inactivate a template you can use the check box under the Active column.
3. You can also choose where the templates will populate from here.
4. You can choose to Update File To Download a file click Download

If you populate a template from Sherpa or open a Word or Excel document from the Documents tab, you can make edits needed on the document and choose to save your edited document directly back to Document Storage.