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{{Integration TOC}} | {{Integration TOC}} | ||
When talking about documents or attachments, we refer to a rather large group of file types: PDF, Microsoft Office documents (Word, Excel, PowerPoint, etc.), HTML files, images, video files... | |||
In a CRM, documents are traditionally stored as attachments on CRM servers. However, Resco supports also files stored on external document servers and we refer to them as documents. | |||
Resco supports 5 document servers - Box, DropBox, GoogleDrive, OneDrive, and SharePoint; users may use any number of them. | |||
The basic principles are the same as for attachments: | |||
* A document must be attached to a single existing CRM record. | |||
* A CRM record can have multiple attached documents. | |||
* Standalone documents are unsupported. A document becomes orphaned if its CRM record gets deleted. Orphaned documents are deleted in sync cleanup, or by cascading delete. | |||
The integration to document servers must be enabled in the app, and it must be also configured in the Woodford project. | The integration to document servers must be enabled in the app, and it must be also configured in the Woodford project. |