|
| 1 | +--- |
| 2 | +title: Collaborate using SharePoint | Microsoft Docs |
| 3 | +description: Learn how to collaborate using SharePoint within a model-driven app |
| 4 | +documentationcenter: '' |
| 5 | +author: Mattp123 |
| 6 | +manager: kvivek |
| 7 | +editor: '' |
| 8 | +tags: '' |
| 9 | +ms.service: powerapps |
| 10 | +ms.devlang: na |
| 11 | +ms.topic: conceptual |
| 12 | +ms.component: model |
| 13 | +ms.date: 11/20/2019 |
| 14 | +ms.author: matp |
| 15 | +search.audienceType: |
| 16 | + - maker |
| 17 | +search.app: |
| 18 | + - PowerApps |
| 19 | + - D365CE |
| 20 | +--- |
| 21 | + |
| 22 | +# Collaborate using SharePoint |
| 23 | + |
| 24 | +Manage common document types, such as Word, Excel, and PowerPoint and create folders to save and manage those documents that are seamlessly stored in SharePoint from within a model-driven app. |
| 25 | + |
| 26 | +> [!NOTE] |
| 27 | +> This feature requires that your system administrator has enabled SharePoint document management. More information: [Manage your documents using SharePoint](/power-platform/admin/manage-documents-using-sharepoint) |
| 28 | +
|
| 29 | +For account and contact records, a default document ___location folder is automatically created on SharePoint the first time you go to the **Files** tab. For other standard or custom entity records, go to the **Related** > **Documents** tab. The name of the document ___location is in this format: <record_name>_<record_id>. |
| 30 | + |
| 31 | +By default, the ___location is set to Documents on Default Site 1. |
| 32 | + |
| 33 | +## Add a document |
| 34 | +1. Open an account or contact record and select the **Files** tab. For other standard or custom entities that are enabled for document management, select the **Related** tab, and then select **Documents**. |
| 35 | +2. Choose from the following options. |
| 36 | + - To create a new document, select **New**, select the document type you want, such as Word, Excel, or OneNote, and then enter a name. Select **Save**. The blank document opens in a new tab. |
| 37 | + - To add an existing document, select **Upload**, select **Choose File**, browse to and select the file you want, and then select **Open**. Select **OK**. |
| 38 | + |
| 39 | +The document file appears in the **Document Associated Grid** view. |
| 40 | + |
| 41 | +> [!div class="mx-imgBorder"] |
| 42 | +>  |
| 43 | +
|
| 44 | +The document also appears on the SharePoint site folder ___location. |
| 45 | + |
| 46 | +> [!div class="mx-imgBorder"] |
| 47 | +>  |
| 48 | +
|
| 49 | +## Manage SharePoint locations |
| 50 | +You can create new or edit existing SharePoint locations from a model-driven app. |
| 51 | + |
| 52 | +1. In the **Files** list on the command bar, select **Open Location**, and then select the ___location. |
| 53 | +2. To edit the ___location, on the command bar, select **Edit Location** <___location name>. |
| 54 | +The **Edit Location** dialog box appears. |
| 55 | +3. The display name, parent site, and folder name are automatically populated. Enter details about the new ___location, and then select **Save**. |
| 56 | +4. To add a ___location, on the command bar, select **Add Location**. |
| 57 | +5. The **Add Location** dialog box appears. |
| 58 | + |
| 59 | + > [!div class="mx-imgBorder"] |
| 60 | + >  |
| 61 | +6. The display name, parent site, and folder name are automatically populated. Change the details if required, and then select **Save**. |
| 62 | + |
| 63 | +## Actions on documents |
| 64 | +When you select one or more documents in the Documents list, you can take the following other common SharePoint actions on the documents: |
| 65 | +- Edit |
| 66 | +- Delete |
| 67 | +- Check in |
| 68 | +- Check out |
| 69 | +- Discard check out |
| 70 | +- Edit properties |
| 71 | + |
| 72 | +## Files tab FAQ |
| 73 | +*Why was the ___location to access documents moved?* |
| 74 | +- We moved the command to make documents easier to find with fewer clicks. |
| 75 | + |
| 76 | +*Has the Documents tab gone away?* |
| 77 | +- No, it hasn’t gone away. Users can still access the documents associated with the record in question the old way, simply by clicking the Related menu and then the Documents link. |
| 78 | + |
| 79 | +*With the change, will subfolders in SharePoint still be created automatically?* |
| 80 | +- Yes. The behavior is similar to that of the **Documents** link under the **Related** menu. When a user selects the **Files** tab for the first time, the corresponding SharePoint sub-folder is created by the system. |
| 81 | + |
| 82 | +*Is there a way to add the Files tab to other entities or remove it?* |
| 83 | +- Yes. To add or remove the File tab, follow the steps in this article. [Add the SharePoint documents tab to the main form for an entity](../maker/model-driven-apps/add-documents-tab-entity-main-form.md) |
| 84 | + |
| 85 | +*Where can I send my feedback about this change?* |
| 86 | +- You can send your feedback to the Dynamics 365 Sales Office and Teams Integration team at this email address: [email protected] |
| 87 | + |
| 88 | +### See also |
| 89 | +[SharePoint, OneNote, and OneDrive integration with Common Data Service](../maker/common-data-service/sharepoint-onedrive-onenote-intro.md) |
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