---
title: "Document storage"
url: "https://docs.signnow.com/docs/document-storage"
type: "page"
section: "Integrations"
slug: "document-storage"
---

# Document storage

# Document storage

## Prerequisites

Go to **App Launcher** > **SignNow Admin Tools**.

![signnow_admin_tools.png](/reference-assets/images/SignNow_Salesforce/signnow_admin_tools.png)


Log in to your SignNow account and grant SignNow for Salesforce access to your account.

Click **Document Storage** in the left-hand menu.

---

By default, documents signed by all recipients are saved to the same Salesforce record from which they were sent. A copy of the document is also saved to the Documents folder in the user's default workspace Team.

In **Document Storage**, define where signed documents are saved once all recipients have signed. Set the following options:
- Choose whether to save completed documents in Salesforce. Enabled by default.
- Choose whether to keep document copies in SignNow. Enabled by default.
- Choose whether to export documents with their history.
- Choose whether to save each signed document as a separate file.

![document_storage_upd.png](/reference-assets/images/SignNow_Salesforce/document_storage_upd.png)

## Store document copies in SignNow

When **Keep document copies in SignNow** is enabled, choose where copies are stored in your SignNow workspace:

- **Save in default workspace Team folder** — (default) Document copies are saved to the Team's Documents folder in your default workspace.
- **Select destination folder** — choose a different SignNow workspace team folder. Only team folders are available; private folders are not listed. The picker lists Team folders from all your workspaces, not only your active one, each labeled as workspace name > folder name.

![salesforce_select_destination_folder.png](/reference-assets/images/SignNow_Salesforce/salesforce_select_destination_folder.png)

> **Note**: Everyone in your workspace with access to the selected team folder can access the stored documents.

When **Save in default workspace Team folder** is selected, each copy is saved based on how the document was created:

- **From a file**: to the Documents folder in your default workspace Team.<br>If the default workspace can't be identified:
    - when you belong to a single workspace, it is saved to that workspace's Documents folder.
    - when you belong to several workspaces and can't set a default, it is saved to your personal Documents folder.
- **From a template**: to the Documents folder in the same team or space as the template. Each location keeps a Templates and a Documents folder side by side, so the document lands in the Documents folder next to the template:
    - personal Templates → Documents
    - Private Teams > Salesforce integration > Templates → Documents (the old integration folder is still supported)
    - Workspace > Team > Templates → Documents

> Having trouble? See [Troubleshooting](/docs/salesforce-troubleshooting#document-storage).


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*Full page: https://docs.signnow.com/docs/document-storage*