Document Storage Options

I would like the option to choose which sub-folder my documents are stored to.

I currently link with Sharepoint and would like to choose a specific sub folder to link too.

This is required as Sharepoint is also used as our business server and so we don't want random pipedrive documents appearing in the primary folder with no order.

Comments

  • Mykola Zhuk
    Mykola Zhuk Member Posts: 10
    First Comment Name Dropper Photogenic First Anniversary

    Hello Leo,

    Usually, in the "Add-ons" or "Integrations" section of Pipedrive, you will find options related to SharePoint that allow you to specify a particular folder in SharePoint for storing documents from Pipedrive.

    After configuring the storage settings, you should be able to select a nested folder in SharePoint where documents from Pipedrive will be stored. Typically, when creating or uploading documents in Pipedrive, you can specify the path to the desired subfolder in SharePoint.

  • Leo
    Leo Member Posts: 26
    Name Dropper 5 Up Votes First Comment 5 Likes
    edited October 2023 #3

    Hi Mykola.

    Actually, you can only choose the primary SharePoint folder but you do not have the option to choose subfolders as the storage location.

    If I am wrong can you provide a full detail or how as the Pipedrive help desk said it was not possible.

  • Mykola Zhuk
    Mykola Zhuk Member Posts: 10
    First Comment Name Dropper Photogenic First Anniversary

    If your integration with Pipedrive and SharePoint only allows you to select the main SharePoint folder but not subfolders as the storage location, there are a few potential solutions or workarounds you can consider:

    Use Naming Conventions: When saving documents to the main SharePoint folder, you can adopt a consistent naming convention that includes the desired subfolder name. For example, you can name documents like "SubfolderName - DocumentName.pdf." This way, you can easily sort and organize the documents within SharePoint by the subfolder name.

    Manual Organization: You can periodically review the documents in the main SharePoint folder and manually move them to the appropriate subfolders based on their content. While this is more labor-intensive, it allows for greater control over the organization.

    Custom Script or Tool: Depending on your technical capabilities, you might consider creating a custom script or tool that automates the process of moving documents from the main folder to subfolders in SharePoint based on certain criteria or metadata.

  • Leo
    Leo Member Posts: 26
    Name Dropper 5 Up Votes First Comment 5 Likes

    I am aware that I can manually sort my SharePoint folder.

    These threads are for improvements and developments that would be beneficial for Pipedrive users and to raise awareness with the Pipedrive Development team.

    As I am sure you will agree - the ability to choose a specific path to store documents within SharePoint is not a major ask.

    It would be a major challenge to manually sort documents for those users using the Document function on a regular basis and totally unnecessary if a specific path / sub-folder can be chosen.

    If you agree then like my post to increase awareness.

  • I am a Pipedrive partner. For the first time I have a client how wants to manage SmartDocs with Sharepoint, and I am facing the same problem.... almost to the point at which I will recommend that she switch to GoogleDocs. I am actively researching this topic this week.

    Joseph Valenti