OneDrive Integration
- Matt Romeo
A OneDrive Integration has been implemented to support document management in the MySupports environment, documents can be managed on the Account, Contact and Opportunity objects via a Manage Documents Quick Action which allows the user to upload files based on supported Document Type records.
The link below will take you to the data model which has been configured to support Document Management.
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Overview
To navigate the Document Management components of the solution.
Document Type records can be found in the People & Culture app. These are records created to define the documents that are captured by MySupports.
From an
Account,ContactandOpportunityRecord you will see the Manage Documents Quick Action. Click this button to manage theDocument Typesthat are available for the record that you're viewing.
Document Types that are set to 'Required' will automatically be added to the specified record when it is created.
From an
Account,ContactandOpportunityRecord you will see related lists with the relatedDocumentRecords which are managed via the Manage Documents QA.
You can identify the Documents related lists by the document icon on the green background.