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Brett MacDonellBrett MacDonell
Post count: 32

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.