Preferences-Documents-Paths

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You can use the options on this screen to define the paths to be used by the EngineerOffice document management system. You can specify the location of the EngineerOffice documents folders (for example, EngineerOfficeData\2016) that contain all the project documents and templates used by the system. If you do not set up the paths properly, you will not be able to create project documents.

 

By default, EngineerOffice creates the following folder: X:\EngineerOfficeData\2016\ (X is the physical drive on which Internet Information Services (IIS) is installed). It contains sub-folders for sample templates and document storage. By default, EngineerOffice sets the document paths to this folder. These directory paths must be entered in the UNC format (for example, \\ServerIPAddress\shareddocumentfolder\ or \\192.168.4.5\EngineerOfficeData\2016\Templates2016).

 

The documents should be stored in a shared folder on the network or file server where all users can access them from EngineerOffice. All users must have full access to these folders. This is possible when Read/Write permissions are given to Everyone, IUSR and Network Service for the shared folder. In addition, the share permissions must be set to allow Everyone Full Control.

 

See the KB article on How Do I Set the UNC Path for EngineerOffice Documents. If your documents are on a Mac file server, check the Knowledge Base article on how to handle that.

 

Location of document templates:

Use this field to specify the path to the folder containing EngineerOffice template files. The 2016 templates are in the RTF format (.rtf files).

 

Project/Contact document location:

Use this field to specify the path to the folder that contains all the project and contact documents.

Legacy Invoices Location:

To access finalized invoices from previous EngineerOffice versions (say 2016), specify their location in this field. You will be able to view these invoices in their original PDF format. The path entered must be specified using the UNC format (for example, \\192.168.68.22\EO2016Docs\Invoices).

 

Button Panel

Save:

Stores your settings.

 

Help:

Opens the EngineerOffice Help in the Preferences section.

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