Reply To: DocXtender – SharePoint Structure

Hello Blair,

You have the essence of the idea. There will also be a subfolder created for the document type.
The SharePoint subfolders will be created based on the card that the document is attached to (see below).

• SharePoint Host
  • SharePoint Site – (Site)
    • SharePoint Folder – (Folder)
      • Document Type – (i.e. Sales Order)
        • Document Number – (Folder)
          • Attachments – (files)

The first three points will come from the settings in DocXtender Setup. Please see the knowledge article regarding configuration for DocXtender, below.