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→DropBox and Google Drive
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# Select '''Documents''' from the '''Project''' menu. | # Select '''Documents''' from the '''Project''' menu. | ||
# Check '''Enable Documents''' and click '''Save'''. | # Check '''Enable Documents''' and click '''Save'''. | ||
# Select '''[[Configuration]]''' from the '''Project''' menu and go to '''Integrations''' tab. | |||
# Enable the document storage that you're using and specify the root folder. | |||
# Next, edit the [[form]]s for various entities and add '''Cloud Document List''' to the entity form, so that users can access documents associated with entity records. | # Next, edit the [[form]]s for various entities and add '''Cloud Document List''' to the entity form, so that users can access documents associated with entity records. | ||
# Finally, you need to go to Mobile CRM app's [[Resco_Mobile_CRM#Setup|Setup]] and log in to DropBox or Google by using your credentials (or the credentials of your company). | # Finally, you need to go to Mobile CRM app's [[Resco_Mobile_CRM#Setup|Setup]] and log in to DropBox or Google by using your credentials (or the credentials of your company). | ||