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September 22, 2021 at 9:23 am
Post count: 43
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)
- Document Number – (Folder)
- Document Type – (i.e. Sales Order)
- SharePoint Folder – (Folder)
- SharePoint Site – (Site)
The first three points will come from the settings in DocXtender Setup. Please see the knowledge article regarding configuration for DocXtender, below.