Storage and SharePoint

How do I choose a SharePoint site and create a subfolder?

Before activation, choose from the sites accessible to the connected account and create/select a folder in the chosen library.

Navigation: Open Forms 145/146 → Forms Dashboard → Settings → Storage → SharePoint → 2. Choose site, library and folder

How to do it

  1. Sign in with Microsoft, then select Site from its list; use Refresh sites if the list is stale.
  2. Choose Document library, then click Browse library folders.
  3. Open folders or use Back. To create one, enter New subfolder name and click Add subfolder.
  4. After it is created, explicitly choose Use this folder to make it the storage destination.
  5. Run Test connection and complete terms/Enable SharePoint afterward.

What to expect

Creating a subfolder and selecting it as the root are separate steps.

Important details

  • No sites returned usually requires a permissions/account check, not entering an arbitrary site ID.
  • After activation the UI shows the selected destination rather than offering ordinary site/library/root changes.

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