+2

File Picker - Document Lookup

Serf 2 days ago updated 2 days ago 1

Hi,


I imagine a File Picker where people add a file they want to upload from their PC.

(Maybe even Drag & Drop?)

The added file should be stored in the SharePoint AND/OR Notes. 

Also maybe a custom entity  "Document" could make sense.

Thanks for you input to my idea!

Use Case: Sales People can upload the signed Quote document easily in the SharePoint and the file location (URL of the SharePoint is stored).

Another one: Same for NDAs that are uploaded to the "Account" entity. We could easily filter, where we are missing an NDA.