Documents: Difference between revisions

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762 bytes removed ,  20 December 2019
→‎Box, Dropbox, Google Drive, OneDrive: moving blog links to a separate section
(→‎Box, Dropbox, Google Drive, OneDrive: moving blog links to a separate section)
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# Enable the document storage that you're using and specify the root folder, then click '''Save'''.<br>Your documents are saved to the following directory structure: <code>root\entity_name\record_name_record_id</code>.
# Enable the document storage that you're using and specify the root folder, then click '''Save'''.<br>Your documents are saved to the following directory structure: <code>root\entity_name\record_name_record_id</code>.
# 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.
For more information:
* Watch this [https://youtu.be/Wad77Ob37gU?t=20m44s webinar] about integration of external documents. {{Badge|Webinar}}
* Read a series of technical deep dive articles: [https://blog.resco.net/2017/08/02/documents-in-resco-mobile-crm-sharepoint-dropbox-google-drive-onedrive-a-technical-deep-dive-part-1/ part 1], [https://blog.resco.net/2017/08/09/documents-in-mcrm-sharepoint-dropbox-google-drive-onedrive-a-technical-deep-dive-part-2/ part 2], [https://blog.resco.net/2017/08/15/documents-in-mcrm-sharepoint-dropbox-google-drive-onedrive-a-technical-deep-dive-part-3/ part 3], [https://blog.resco.net/2017/08/23/documents-in-resco-mobile-crm-sharepoint-dropbox-google-drive-onedrive-a-technical-deep-dive-part-4/ part 4] {{Badge|Blog}}


== SharePoint integration ==
== SharePoint integration ==

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