- Go to the admin portal, select your environment
- Click on settings
- Under Integration, click on Document management settings
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- Click on Enable Server-based SharePoint Integration
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- Click on next
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- Enter your SharePoint link and click on Next
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- Once validation is success, click on finish
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- Now, go to Document Management settings
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- Select which entities you are planning to store the documents and click on Next
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- select the based on entity, accordingly and click on Next
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- Once it is succeeded, click on FInish
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- Integration is successful and live now!
- Open any account record, now you should see an option to upload a file, try uploading a file
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- Check the SharePoint now, if you cant find the path click on the file and click on open location
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Hope it's helpful..! :-)
If you feel anything is missing or you faced any challenge setting this up, feel free to comment