Sharepoint site url setting
Select 'Settings' from the top right menu
You will end up with 'General' by default. Next, select the 'General' tab and set 'Save documents to' to 'Sharepoint'. Then enter the url of your Sharepoint Site.
More info on creating a Sharepoint Site : https://support.microsoft.com/nl-nl/office/een-site-maken-met-sharepoint-online-9fdfbbc4-1675-4d40-8df4-93b1340d5f34
Sharepoint user linking
Go to the cog icon at the top right and choose 'My Profile' > Links > ' + Add' and select ' Microsoft Office365'
Give IAMD the necessary access rights via 'Accept'
Then you are successfully connected
Set-up folder structure
Then create 4 folders on this site
Prospects
Customers
Offers
Projects
On these entities you can then save documents.
Add Documents tab on an entity
Go to the entity in question through the Settings.
E.g. Project
Select the 'Fields and Sections' tab and add a new Section.
Give this new section the name 'Documents' and press 'Save'
You will notice that a new 'Documents' tab has been added on your entity.
If there is no option marked to create folders automatically, you can choose or create a folder.
Create folders automatically
Under the 'General' tab then set a default document folder for this entity (already created on your Sharepoint site) via ' + CHOOSE FOLDER'
Next you can choose whether to automatically create new folders according to a fixed naming convention.
Click 'Save' to save your settings.