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Service | Customer Service, Contact Center, Fie...
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Case Documents stored in Sharepoint

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Hi,

I have a few questions. The scenario is that the Client wants to store all case related documents/images in sharepoint (this includes portal comments and documents uploaded from the Portal). We use model driven app and portal for the case management.

I have 3 issues.

1)  Can I update portal comment and the portal to ensure all documents are added to SP? If so how? 

2) Will the document show in line with the comments so that "it makes sense". Ie the image/document is in the same area of the comments (we don't need to navigate to related to view the document)

3) I can't show a list of document against the case in the case form. i created a sub-grid against document location. There isn't any other entity that i can see.

Surely we are not the only people who want to store everything in SP and want the corresponding comments to be shown against the document?

MTIA!

J

  • Suggested answer
    ashish12 Profile Picture
    3,079 on at
    RE: Case Documents stored in Sharepoint

    Try this link:

    techcommunity.microsoft.com/.../SharePoint

  • LuHao Profile Picture
    40,888 on at
    RE: Case Documents stored in Sharepoint

    Hi Jay,

    I would recommend you also post this theme in the Sharepoint community.

    [View:https://techcommunity.microsoft.com/t5/SharePoint/ct-p/SharePoint:320:50]

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