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Hi,
I need to upload docs category wise. It's like whenever i try to upload a document to some entity i should get pop up of categories where this doc should save, under which folder. Can that be done? if yes please suggest how?
You are not able to do it with the OOTB SharePoint integration. We created a custom entity called Managed Documents that has the metadata fields we want, and enabled it to have attachments. If you really need to have the documents in SharePoint, then you can use Flow to copy the document to the appropriate site/folder and update the metadata in there.
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André Arnaud de Cal...
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Martin Dráb
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nmaenpaa
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