Creating a new data storage location with PlanSwift is easy. You may create as many storages as you like. These can be Network locations or additional local locations on your PC.  

You can also use portable hard drives, special considerations will need to be taken if you plan on using portable a hard drive on multiple computers. 

You will need to ensure that the drive letter designation that windows sets is the same on all systems. Documentation on changing drive letters can be found from Microsoft Here.

1.  Select the 'Data Storage' option.

2.  Click "New" to select a new storage location

3.  Enter the storage folder name and either enter the folder location or navigate to the folder location by clicking on the ellipsis button. Click "Finish" when you are done.

Important Note: This directory must remain  in a clean state. Do Not add additional files or folders to this directory through Windows Explorer
PlanSwift Storages should only be modified by the PlanSwift Application

Multiple storages can be placed into a Parent directory as follows, this is the only acceptable method.

  • Parent Directory (Do Not define this directory as a storage!!)
    • Storage 1 (defined as a storage from PlanSwift)
    • Storage 2 (Also defined as a storage from PlanSwift)
    • Storage 3 (Also defined as a storage from PlanSwift)

DO NOT ATTEMPT MULTIPLE STORAGES LIKE THIS - Catastrophic results will happen

  • Parent Storage
    • Storage 2
      • storage 3