External storage location for signed contracts

11 votes

Currently completed contracts with a size bigger than 5 MB are not safed in Autotask (API Limitation) but there is a link in the opportunity which brings you to a salesbuildr storage location.
We have the policy to have all our own documents in our own locations/systems so we would like the option for salesbuildr to write completed contracts to an external location (sharepoint site, ftp server)
Preferably with a coherent folder structure (customer/opportunity)

Under consideration Suggested by: <Hidden> Upvoted: 16 Dec, '24 Comments: 0

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