Merge pull request #2454 from MicrosoftDocs/Mints_integration_updates

adding new content

Author: mduelae

powerapps-docs/maker/TOC.yml

@@ -91,8 +91,14 @@
         href: ../user/track-your-progress-with-dashboard-and-charts.md
       - name: Add Power BI dashboards 
         href: ../user/add-powerbi-dashboards.md
-      - name: Collaborate using SharePoint 
-        href: ../user/collaborate-using-sharepoint.md        
+    - name: Collaboration
+      items:
+      - name: Use OneDrive for Business     
+        href: ../user/one-drive.md
+      - name: Take notes by using OneNote      
+        href: ../user/onenote.md  
+      - name: Collaborate using SharePoint  
+        href: ../user/collaborate-using-sharepoint.md
     - name: Search records
       items:
       - name: Compare search options

powerapps-docs/user/collaborate-using-sharepoint.md

@@ -2,15 +2,15 @@
 title: Collaborate using SharePoint | Microsoft Docs
 description: Learn how to collaborate using SharePoint within a model-driven app
 documentationcenter: ''
-author: Mattp123
+author: mduelae
 manager: kvivek
 editor: ''
 tags: ''
 ms.service: powerapps
 ms.devlang: na
 ms.topic: conceptual
 ms.component: model
-ms.date: 11/20/2019
+ms.date: 03/02/2020
 ms.author: matp
 search.audienceType: 
   - maker
@@ -21,69 +21,124 @@ search.app:
 
 # Collaborate using SharePoint 
 
-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. 
+With Common Data Service, you can store your documents on SharePoint and manage them from within your app. The documents that you create in your app are stored on SharePoint, and are automatically synced to your desktop and mobile devices.
 
-> [!NOTE]
-> 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)
+Before you can use SharePoint to store documents, it must be enabled by your system administrator. More information:
 
-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>.
+-   [Find your administrator or support person](find-admin.md)  
 
-By default, the ___location is set to Documents on Default Site 1.
+-   [Manage your documents using SharePoint](https://docs.microsoft.com/power-platform/admin/manage-documents-using-sharepoint)  
 
-## Add a document
-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**.
-2.	Choose from the following options. 
-    - 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. 
-    - To add an existing document, select **Upload**, select **Choose File**, browse to and select the file you want, and then select **Open**. Select **OK**. 
+## Where do you access the documents from?
 
-The document file appears in the **Document Associated Grid** view. 
+1. For record types that support document management, open the record, select the **Related** tab, and then select **Documents**.
 
-> [!div class="mx-imgBorder"] 
-> ![](media/add-doc-sharepoint.png "Add document to SharePoint")
+   > [!div class="mx-imgBorder"]
+   > ![Open the Documents tab in a record ](media/onedrive_nav.png "Open the Documents tab in a record")
 
-The document also appears on the SharePoint site folder ___location. 
+2. Select **Document Location** > **Documents on Default Site 1**. When SharePoint is enabled, the ___location is set to  **Documents on Default Site 1** by default.
 
-> [!div class="mx-imgBorder"] 
-> ![](media/doc-on-sharepoint.png "Document on SharePoint")
+   > [!div class="mx-imgBorder"]
+   > ![Default ___location](media/sharepoint_defualtsite.png "Default ___location")
+
+
+## Create a new document and save it to SharePoint
+
+1. Open a record and go to the **Document Associated Grid** view. For example, open a contact record.
+
+2. On the open record, select the **Related** tab, and then select **Documents**.
+ 
+    > [!div class="mx-imgBorder"]
+    > ![Open the Documents tab in a record ](media/onedrive_nav.png "Open the Documents tab in a record")
+
+2. Select **Document Location**, and change the ___location to **Documents on Default Site 1**.
+
+3. Select **New**, and then choose a document type such as Word, Excel, or PowerPoint.
+
+    > [!div class="mx-imgBorder"]
+    > ![Create a new document](media/onedrive_new_doc.png "Create a new document")
+
+4. Enter a document name, and then select **Save**.  
+
+## Create a new folder in the default SharePoint site ___location
+
+1. Open a record and go to the **Document Associated Grid** view. For example, open a contact record.
+
+2. On the open record, select the **Related** tab, and then select **Documents**.
+ 
+    > [!div class="mx-imgBorder"]
+    > ![Open the Documents tab in a record](media/onedrive_nav.png "Open the Documents tab in a record")
+
+2. Select **Document Location**, and change the ___location to **Documents on Default Site 1**.
+
+3. Select **New**, and then choose **Folder**.
+
+    > [!div class="mx-imgBorder"]
+    > ![Create a new folder](media/Sharepoint_new_folder.png "Create a new folder")
+    
+ 4. Enter a folder name, and then select **Save**.  
+ 
+ 
+ ## Upload an existing document to SharePoint from your app
+
+1. Go to the record you want to create the document for, select the **Related** tab, and then select **Documents**.
+ 
+2. Select **Upload.**
+
+   > [!div class="mx-imgBorder"]
+   > ![Upload documents](media/upload_doc.png "Upload documents")
+
+3. Choose the file you want to upload. You can choose only one file at a time.
+
+   The document is created in the current document ___location you're in.
+
+   > [!Note]
+   > You can upload a file of up to 50 MB. If your internet connection is slow, you might get an error while uploading large files.
+
+4. If files with the same name exist in SharePoint, select whether you want to overwrite the files.
+
+5. Select **OK**.
 
 ## Manage SharePoint locations
-You can create new or edit existing SharePoint locations from a model-driven app.
 
-1. In the **Files** list on the command bar, select **Open Location**, and then select the ___location.
-2. To edit the ___location, on the command bar, select **Edit Location** <___location name>.
-The **Edit Location** dialog box appears.
+You can create new or edit existing SharePoint locations from your app in Common Data Service.
+
+### Edit a ___location
+
+1. Open a record, select the **Related** tab, and then select **Documents**.
+
+2. Select **Edit Location**, and then select a SharePoint site ___location.
+
+   The **Edit Location** dialog box appears.
+
+   > [!div class="mx-imgBorder"]
+   > ![Edit Location](media/edit_location.png "Edit Location")
+
 3. The display name, parent site, and folder name are automatically populated. Enter details about the new ___location, and then select **Save**.
-4. To add a ___location, on the command bar, select **Add Location**.
-5. The **Add Location** dialog box appears.
-
-    > [!div class="mx-imgBorder"] 
-    > ![](media/add-___location-dialog-box.png "Add ___location dialog box")
-6. The display name, parent site, and folder name are automatically populated. Change the details if required, and then select **Save**.
-
-## Actions on documents
-When you select one or more documents in the Documents list, you can take the following other common SharePoint actions on the documents:
-- Edit
-- Delete
-- Check in
-- Check out
-- Discard check out
-- Edit properties
+
+### Add a new ___location
+
+1. Open a record, select the **Related** tab, and then select **Documents**.
+
+2. Select **Add Location**. 
+
+   The **Add Location** dialog box appears.
+
+   > [!div class="mx-imgBorder"]
+   > ![Add Location](media/add_location.png "Add Location")
+
+3. The display name, parent site, and folder name are automatically populated. Change the details if required, and then select **Save**.
 
 ## Files tab FAQ
+
 *Why was the ___location to access documents moved?* 
 - We moved the command to make documents easier to find with fewer clicks.
 
 *Has the Documents tab gone away?*
-- 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.
+- No, it hasn’t gone away. Users can still access the documents associated with the record in question the old way, simply by selecting the **Related** menu and then the **Documents** link.
 
 *With the change, will subfolders in SharePoint still be created automatically?*
-- 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. 
-
-*Is there a way to add the Files tab to other entities or remove it?*
-- 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)  
-
-*Where can I send my feedback about this change?*
-- You can send your feedback to the Dynamics 365 Sales Office and Teams Integration team at this email address: [email protected]
+- 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 subfolder is created by the system. 
 
-### See also
-[SharePoint, OneNote, and OneDrive integration with Common Data Service](../maker/common-data-service/sharepoint-onedrive-onenote-intro.md)
+*Is there a way to add the Files tab to other entities, or remove it?*
+- Yes. To add or remove the **Files** 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)