Introduction

Storage is a subscription-based feature that allows Firms to store the uploaded files/documents, email attachments, letters etc. in the application. When Firm onboards INSZoom, default (minimum) storage is provided out-of-the-box depending on the subscribed edition. Firm administrators need to assess the storage usage and make additional purchase. Firm administrators can manage subscription and track usage using Subscriptions feature.

There are 2 models/plans.

1. Pay as you go

This plan allows you to purchase the storage on demand, as per your need and pay a monthly charge. You can purchase from 1 GB up-to 1000 GB of storage. This plan is good for low usage or for Firm using alternative cloud or on-premise storage drives.

Uninterrupted workflow- Experience an uninterrupted workflow with all your case-related documents in a centralized location that can be accessed anywhere, anytime.
Easy Collaboration- It makes uploading and sharing documents simple with your staff and customers.
Simple Document Management- All your case-related documents stay within INSZoom. You don’t have to use another program or application for document storage.
Reliable Security- It is powered by Amazon’s highly secure storage service Amazon S3. This provides an added layer of security to your data over and above the highly secure protocols followed by INSZoom.

2. Unlimited Storage

This plan allows you to purchase unlimited storage. "Pay as you go" model poses challenges such as firms need to keep a tab on usage and add-on space purchase, the firm’s ability to get documentation from their customers gets limited. With Unlimited Storage capability, you can store all your case related documents, files, templates, etc. without ever worrying about reaching storage limit.

Uninterrupted workflow- Experience an uninterrupted workflow with all your case-related documents in a centralized location that can be accessed anywhere, anytime.
Easy Collaboration- It makes uploading and sharing documents simple. It lets you upload documents of size up to 500 MB and ensures your entire team has the most recent information.
Simple Document Management- All your case-related documents stay within INSZoom. You don’t have to use another program or application for document storage.
Competitive pricing- It is a cost-effective solution that elevates your daily case management practice. The benefits from operational efficiencies achieved far outweigh the cost.
Reliable Security- It is powered by Amazon’s highly secure storage service Amazon S3. This provides an added layer of security to your data over and above the highly secure protocols followed by INSZoom.
High Availability and Scalability- INSZoom Unlimited Storage is highly available, scalable and fast. It is designed for 99.99% availability with INSZoom application.

Getting Started

Go to the main menu, "Setup" then click "Subscriptions".

Then click the new “Storage” subscription menu item.

Total Used Storage compared to your Available Storage will be displayed in the below chart. If already subscribed to Unlimited Storage, it will be denoted in the Available Storage. To view all items using available storage, please click “Free up used storage” to review and delete any if needed.

*Note – Used storage is calculated every night, so if you import or add many new files, the change may not be reflected immediately. Please allow 24 hours to update.

Your current storage subscription configuration will be denoted with the blue “Subscribed” icon. You have the option to either subscribe to “Pay as you go” model and upgrade storage as needed, in 10 GB increments, or request upgrade to Unlimited Storage. To add more storage, simply increment by 10 GB by using the + or – buttons and click the “Upgrade Now” button.

Review your “Pay as you go” storage upgrade request and click “Upgrade” to confirm. The Storage upgrade requested will be added to your account immediately.

*Note -Upgraded storage will be billed from Current Billing Cycle.

Your Storage Upgrade Details will be logged in the table below. Click the table header or + button to expand and view the log table.

Never hit a storage limit by subscribing to Unlimited Storage! Simply click the “Upgrade Now” button on the “Go Unlimited” box to begin the upgrade process.

Review & confirm your request to “Go Unlimited”, an INSZoom Accounts manager will contact you directly to proceed to enable your Unlimited Storage subscription request. Click Cancel to cancel your unlimited storage request.

After confirming the upgrade, an email notification of the pending unlimited storage subscription request will be sent to the administrators.

Pending Unlimited Storage requests can also be cancelled by clicking the “Cancel” button. A cancellation email notification will be sent accordingly and will be removed from the queue. Your previously subscribed storage configuration will be restored.

Subscription and Usage details can be viewed by expanding the related section. The breakdown of items making up your current usage will be displayed. To view uploaded documents navigate to Setup > Settings > Org Tools > Disk Space Usage Details > List Uploaded Docs or click “Free up used storage” hyperlink in the overall Usage chart.

We hope this helps you in managing the new Storage subscription module, but in case you need any support or additional guidance please reach out directly via the in-app support chat feature or via support@inszoom.com

Articles in this section

Storage Subscription & Usage Details

Introduction

1. Pay as you go

2. Unlimited Storage

Getting Started

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Articles in this section

Introduction

1. Pay as you go

2. Unlimited Storage

Getting Started

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