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# Check '''Enable Documents''' and click '''Save'''. | # Check '''Enable Documents''' and click '''Save'''. | ||
# Select '''[[Configuration]]''' from the '''Project''' menu and go to '''Integrations''' tab. | # Select '''[[Configuration]]''' from the '''Project''' menu and go to '''Integrations''' tab. | ||
# Enable the document storage that you're using and specify the root folder. | # Enable the document storage that you're using and specify the root folder, then click '''Save'''. | ||
# 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). | ||
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# If you have SharePoint on premise, you can define the internal and external SharePoint server URL. | # If you have SharePoint on premise, you can define the internal and external SharePoint server URL. | ||
# Click '''Save'''. | # Click '''Save'''. | ||
# Select '''[[Configuration]]''' from the '''Project''' menu and go to '''Integrations''' tab. | |||
# Scroll down to SharePoint section, review the configuration options, then click '''Save'''. | |||
# 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, if your login credentials for SharePoint differ from your CRM credentials, go to Mobile CRM app's [[Resco_Mobile_CRM#Setup|Setup]] and log in to SharePoint. If SharePoint uses different authentication or you use CRM on-premise vs SharePoint online (or vice versa) than CRM, you also need to specify the '''Type'''. | # Finally, if your login credentials for SharePoint differ from your CRM credentials, go to Mobile CRM app's [[Resco_Mobile_CRM#Setup|Setup]] and log in to SharePoint. If SharePoint uses different authentication or you use CRM on-premise vs SharePoint online (or vice versa) than CRM, you also need to specify the '''Type'''. | ||