Create or edit document location records

SharePoint document locations are records in Power Apps and Dynamics 365 apps that point to a SharePoint document library or folder.

To store documents for records, the document libraries or folders must be in place. If apps are unable to create the document libraries and folders automatically, you can manually create these in SharePoint. After you create the document libraries and folders in SharePoint, you must create document location records to point to these SharePoint document libraries and folders.

1. Sign in to Power Platform admin center.

2. Select Manage on the left navigation pane, select Environments, and then open the environment you want.

3. Select Settings on the command bar.

4. Select Integration > Document management settings.

5. Select SharePoint Document Locations, and then open an existing document location record. You might need to change the view dropdown list to Active Document Locations.You must have SharePoint integration enabled for any document location records to exist.

6. On the document location record command bar, select New.

7. Specify the following information as required:

   • Name. Enter a name for the document location. This name displays in the location list in the table record.

   • Owner. By default, you are added as the owner of this location record, but you can change this.

   • Description. Enter an optional a description for the document location.

   • URL Type. Select whether you want to create the location with an absolute URL or relative URL.

     • Select Absolute URL, and in the Absolute URL box, specify the fully qualified URL of the location of the folder in SharePoint.

       - OR -

     • Select Relative URL. In Relative URL, to create a relative document location to the existing site or document location record, select the existing SharePoint site or document location record. In the second box, enter the name of the SharePoint folder.

   • Regarding. Optionally, select the Lookup button . In the Look Up Record dialog box, select the type of records you want to find. Search and select the record for which you want to create the location record and choose OK.

8. Select Save and Close.

Note

To activate or deactivate a document location, on the Document Locations page, select the document location record, and choose Activate or Deactivate.