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This article applies to:

  • Product: ONESOURCE Trusts
  • Subject: Setup

Turn on auto save calculation

You'll need to turn on auto save at the database account and user or user groups level.
Follow these steps to turn on auto saving of workbooks.

Turn on auto save calculation for a database account

Start with database level before you turn on auto save for people or user groups.
  1. Go to
    Administration
     in your application.
  2. Select
    Settings
    .
  3. Turn on
    Enable auto saving of a workbook
    .
    tip
    You can change the time between auto saves with
    Auto save workbook interval (minutes)
    . We recommend keeping the default setting of 5 minutes because adjusting this can affect the application's performance.
  4. Select
    Save
    .

Turn on auto save for people or user groups

After you turn on auto save within the application, you'll need to adjust the options for specific people or user groups.
  1. Open ONESOURCE Administration.
  2. Find the people or user groups who need auto save.
  3. Clear
    Disable workbook autosave
     to turn auto saving on for those people or groups.
    note
    It is
    Enable workbook autosave
    in the new permission module (V2).
  4. Select
    Save
    .