On the SharePoint tab, in the Default SharePoint server field, review the host name that was automatically detected for the SharePoint site, such as. Go to the Document management parameters page. To configure SharePoint storage, follow these steps. Then, in the SharePoint Address field, enter a valid SharePoint address. To use SharePoint storage, set the Location field for a document type to SharePoint. SharePoint managed device policies are incompatible with an integration to finance and operations apps.SharePoint storage is only available in Microsoft-managed environments.On-premises SharePoint (a local SharePoint server) is not currently supported. Microsoft SharePoint Online is one of the storage locations that is supported natively. To do this, click the Edit button (pencil symbol) and use the Folder selection dialog box.
If you specified SharePoint in the Location field, specify the Microsoft SharePoint address in the SharePoint Address field. If you specified Attach file in the Class field, in the Location field, specify the storage mechanism to use.
The Open button on the Attachments page will open the URL on a browser tab. Attach URL – The user can enter a URL in the Notes field, such as.Attach file – The user is prompted for a file.In the Class field, specify a class to define the behavior for the document type: In the Name field, enter a longer name, such as SharePoint files or HR Docs. In the Type field, enter a short name for the new document type, such as SharePoint or HR Docs. To create a new document type, follow these steps. The File and Image default document types are configured to use Azure storage as the location. You can use these document types to categorize an attachment as a file, image, note, or URL. Each document type can be stored in a unique location.Ī default set of document types is provided. Configure document typesĭocument types are used to categorize the documents that you attach to records or the templates that you create. To learn more about document management, watch the short Document Management video. It includes information about the concepts and features that are involved in this functionality.
This article explains how to configure document management (document handling) so that it stores file attachments and notes for records.
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