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=== Enable SharePoint in Woodford ===
=== Enable SharePoint in Woodford ===


If you have SharePoint integrated in your CRM and you want your users to have access to SharePoint documents from Mobile CRM application, you can enable and set up the SharePoint Integration in Documents Section in a mobile project.
# Edit an [[app projects|app project]] in [[Woodford]].
# Select '''Documents''' from the '''Project''' menu.
# Check '''Enable Documents''' and '''Enable SharePoint'''.
#: <small>Enabling SharePoint integration will also enable SharePoint Site entity in the mobile project. Please do not make any changes to this entity.</small>
# If you have SharePoint on premise, you can define the internal and external SharePoint server URL.
# 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.
# 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'''.


First, you need to enable Documents and SharePoint by checking the checkbox.
=== External document synchronization filter options ===
 
Note|Enabling SharePoint Integration will also enable SharePoint Site entity in the mobile project. Please do not make any changes to this entity.}}
 
If you have SharePoint on premise, you can define the internal and external SharePoint server URL.


Then you need to add Cloud Documents List to entity forms, so that users can access or add SharePoint documents, associated to entity records.
[[Document filters]] allow you to exclude specific documents from download to the Mobile CRM app’s database, based on the file type, entity, a file they’re associated to, how many and what maximum size per file type, etc.


If user credentials for SharePoint differ from the CRM credentials, you need to set SharePoint credentials in Resco Mobile CRM application’s Setup. 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'''.
See also this [https://youtu.be/iLZ43KxGEW0?t=44m18s part] of our webinar. {{Badge|Webinar}}


=== External document synchronization filter options ===


[[Category:Woodford]]
[[Category:Woodford]]
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