How to automatically add Sharepoint Locations with folder structure to existing records ?

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Posted on by yvka123

Hi friends,

we have the need to store documents to our account records so I activated the sharepoint document management for the account entity. Now of course whenever I click on an account I can see the "default document location" that is created.

Is there a way to automatically add a document location with a different name then default and a specific folder structure to my account records? I would know how to do it for newly created accounts. But since we already have a few hundret in our system, is there also a way to generate this for already existing records?

Thanks for any suggestions