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In the [[Admin Console]]: | In the [[Admin Console]]: | ||
# Select '''Data > Manage Data''' from the menu. | # Select '''Data > Manage Data''' from the menu, then click '''Show System Entities'''. | ||
# Go to the '''SharePoint Site''' entity and click '''New''' to create a new record. | # Go to the '''SharePoint Site''' entity and click '''New''' to create a new record. | ||
#* Click '''Show System Fields''' to access all fields for the record. | #* Click '''Show System Fields''' to access all fields for the record. | ||
#* Enter | #* Enter a '''Name''' and the '''Absolute URL''' parameter, enable '''Default Site''', then click '''Save'''.<br>[[File:Sharepoint site record.png|300px]] | ||
# Go to the '''Document Location''' entity and click '''New''' to create a new record. | # Go to the '''Document Location''' entity and click '''New''' to create a new record for each entity for which you want to enable SharePoint. | ||
:* Enter a '''Name''' and as '''Parent Site or Location''' select the site created in step 2, and as '''Relative URL''', enter the logical name of the entity. Click '''Save'''.<br>[[File:Sharepoint document location record.png|300px]] | |||
TBD | The settings used in this example allows adding documents for account records. The Resco Mobile CRM app creates a Document Location record for each account record with a SharePoint document. If you want to create such records manually in advance: | ||
* Set '''Relative URL''' to {account_name}_{Guid} (for example, Apollo Appartments_3EB67D9478414AAAAD06E06AD8D15C2B). | |||
* Set '''Regarding''' to 'Apollo Appartments' (lookup for account record). | |||
* Set '''Parent Site or Location''' to 'Accounts Docs' (lookup to the document location record created in the previous step). | |||
In [[Woodford]]: | |||
# TBD. | |||
== External document synchronization filter options == | == External document synchronization filter options == | ||