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I've gone through the steps to add files based on entities (Account), but in my SharePoint it shows under site contents instead of documents. Is there a way to make it so the account folder populates under the documents instead of site contents?
Hi,
Yes, you can change your Relative URL to Shared Documents to achieve this.
Steps:
1. Navigate to the Sales Hub -> Accounts->Documents.
2. Click Edit Location button and then click your location.
3. Change your Relative URL to Shared Documents, save and close it.
4. Finally, upload a file and it will exist in the Documents of SharePoint.
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Hamza H
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Daniyal Khaleel
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#3
DAnny3211
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