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Brett MacDonell
    Post count: 48

    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.