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’.

• Click on ‘Add Location’.

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

• Navigate to Attach2Dynamics UI.

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

• Go to newly added Document location.

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

For further queries, reach out to us at [e-mail]