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→Box, Dropbox, Google Drive, OneDrive
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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. | ||
{{Note|Integration with the document server may fail if the root folder does not exist. Verify that the root exists; if it does not, create it manually.|Warning}} | |||
== SharePoint integration == | == SharePoint integration == | ||