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  • Blair HickenBlair Hicken
      September 22, 2021 at 8:13 am
      Post count: 2
      #7306

      Hi, can you clarify if / how you can define the SharePoint site structure. Documentation shows ‘SharePoint Host’, ‘SharePoint Folder’ and ‘SharePoint Site’.

      Does DocXtender create folders for each Account / Vendor and transactions type?

      This is the structure I am hoping to confirm.

      • company.sharepoint.com
        • Business Central – (Site)
          • Customer Account – (Folder)
            • Sales Order number – (Folder)
              • Attachments – (files)
          • Vendor Account – (Folder)
            • Purchase Inv Header Number – (Folder)
              • Attachments – (files)

      What is the Site & Folder naming convention? If I wanted to reference the SharePoint site where a Purchase Inv Header attachment was stored from BC, what would be the URL path?

      Thank you,

      Blair

      Brett MacDonell
        September 22, 2021 at 9:23 am
        Post count: 42
        #7307

        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.

        Configure DocXtender Setup

        Blair HickenBlair Hicken
          September 22, 2021 at 10:19 am
          Post count: 2
          #7308

          Hi Brett,

          Thanks for the quick reply. So documents are grouped Document Type and Document Number. There is no grouping by Customer or Vendor and then by Document Type and then Document number.

          Thanks, Blair

          Brett MacDonell
            October 18, 2021 at 12:40 pm
            Post count: 42
            #7394

            Hi Blair,

            Unfortunately, there is no configuration for it. The structure is pre-defined based on the type of document that it is attached to.

            • This reply was modified 1 year, 11 months ago by Brett MacDonell.
            Devon DoDevon Do
              August 3, 2023 at 6:23 am
              Post count: 1
              #10034

              Hi,

              I know this is a late reply but I have DocXtender configured correctly to go to our sharepoint, but I do not see the file structure that you are mentioning above.

              Do I have to create that Business Central Site and then it would create all the subdirectories?

              • This reply was modified 1 month, 4 weeks ago by Devon DoDevon Do. Reason: adding email
              Brett MacDonell
                August 3, 2023 at 7:58 am
                Post count: 42
                #10036

                Hi Devon,

                Please see this knowledge base article: https://kb.dmsiworks.com/knowledge-base/initial-configuration/

                You may need to ask your Business Central partner for troubleshooting help or you can submit a paid support ticket to support@dmsiworks.com

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