Publish PDF

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Overview

Publish settings let you choose where generated PDF documents are saved — either in Turbo360's own storage, or in your own Azure Storage account.

Business value

Letting teams choose where PDFs are stored supports data residency and retention requirements. Organizations that need generated documents to stay within their own Azure environment can configure that directly, instead of relying solely on Turbo360-managed storage.

Prerequisites

Required permissions

Role Permission level Access
Account owner, Owner, Contributor Built-in Full access to configure publish settings on any document configuration.
Custom roles Documentation — Read View existing publish settings configuration. Cannot change it.
Custom roles Documentation — Manage Full access to configure publish settings, in addition to Read access.

How it works

Generated PDF documents can be saved in one of two ways:

  • Turbo360 storage account — the default. PDFs are saved in Turbo360's own storage account.
  • Azure Storage account — PDFs are saved in your own Azure Storage account instead.

Steps

Use the following steps to configure where a document configuration's generated PDFs are saved. Go to Publish settings when creating or editing a document configuration to get started.

Save to Turbo360 storage

This is the default option and requires no additional configuration.

  1. Choose Use existing storage account in the Publish settings section.

Save to your own Azure Storage account

Saving to your own Azure Storage account keeps generated PDFs within your own Azure environment.

  1. Choose Add new storage account in the Publish settings section.
  2. Enter the Azure Storage account connection string. The storage account name is auto-populated once the connection string is entered.

You'll need the connection string from the Azure Storage account where you want to store the PDFs. Find it on the storage account's Access keys page in the Azure portal.

Access Keys.png

Example scenario

An organization needs to keep all generated compliance PDFs within their own Azure tenant for retention purposes. They choose Add new storage account in Publish settings, enter their Azure Storage account's connection string, and the storage account name auto-populates to confirm the connection.

Troubleshooting

  1. Storage account name doesn't auto-populate after adding a new storage account
    Cause: the connection string entered may be incomplete or incorrect.
    Fix: confirm the connection string was copied in full from the storage account's Access keys page in the Azure portal.

  2. Not sure where a generated PDF was saved
    Cause: the configuration may be using the default Turbo360 storage account rather than a connected Azure Storage account.
    Fix: check the Publish settings section of the document configuration to confirm which storage option is selected.

  3. Custom role user can't change publish settings
    Cause: the user's custom role has Documentation — Read, but not Manage.
    Fix: enable Documentation — Manage on the custom role to allow changing publish settings.

FAQs

  1. Where are generated PDFs saved by default?
    In Turbo360's own storage account, unless you configure your own Azure Storage account in Publish settings.

  2. What do I need to save PDFs to my own Azure Storage account?
    The connection string from the Azure Storage account, available from its Access keys page in the Azure portal.

  3. Does the storage account name need to be entered manually?
    No. It's auto-populated once you enter the Azure Storage account connection string.

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