# Document Location

For a record, we can have multiple Document Locations within a SharePoint Site. With the help of Attach2Dynamics UI, you can select which folder (Document Location) you want to upload the file in an easy-to-use UI.

• To add multiple document locations for a record in Attach2Dynamics UI, follow the steps given below:

• Go to a record, e.g., (Account) and navigate to **‘Documents Tab’.**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FGDDbFPca1Qs4nLwkkZPY%2FDocument%20location%201.png?alt=media&#x26;token=00681949-3c4f-4feb-b495-9ba802e829ab" alt=""><figcaption></figcaption></figure>

• Click on ‘**Add Location’.**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fk6tBMwR5GuX4e51mr7dW%2FDocument%20location%202.png?alt=media&#x26;token=4985736f-3a50-4ae8-83e2-c2b30a40c967" alt=""><figcaption></figcaption></figure>

• Give this Document Location a ‘Display Name’ e.g., (Review Documents) and Click **‘Save’.**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FbIe5TSEZXNrRLmtj7gDk%2FDocument%20location%203.png?alt=media&#x26;token=cc6b8f9e-19bf-4bbe-8725-7d8744197cd2" alt=""><figcaption></figcaption></figure>

• Navigate to Attach2Dynamics UI.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FSZYeOZIt0VNorKMEMaRN%2FDocument%20location%204.png?alt=media&#x26;token=0ac85751-8c3d-442d-a00c-e4c20c9d2601" alt=""><figcaption></figcaption></figure>

• Now you will have multiple document locations where you can upload files using Attach2Dynamics UI.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fm4Y0ACk9hN6i6WlhLvdx%2FDocument%20location%205.png?alt=media&#x26;token=4fc1352c-64aa-4166-bd83-80576431a89b" alt=""><figcaption></figcaption></figure>

• Go to newly added Document location.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FWt5fRWzqH1w4r4MeK4aP%2FDocument%20location%206.png?alt=media&#x26;token=e0b47652-dfe5-4376-a7e8-550c05bdd06f" alt=""><figcaption></figcaption></figure>

• By clicking on **‘Open Folder’** icon, you can directly navigate to document location in the SharePoint site.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FIPxKKflKGVdWhIewnkVe%2FDocument%20location%207.png?alt=media&#x26;token=b467b045-8bee-43a5-820f-50bf5f7337e5" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}
