Document Templates . SharePoint Template

Hi Charlotte,

Thank you for reaching out.

No - only storing the templates and not the files created based upon those same templates - is not possible.

Once you configure the SharePoint integration - files created, will be stored in SharePoint - even though your templates are localted in CRM Online after configure to use SharePoint.

- To move existing templates (and or some of your existing document) stored in CRM Online - you also need the 'SharePoint Documents Migration' feature:

To get your SuperOffice templates in SharePoint:

1. The SO admin must configure to use SharePoint
2. The SO admin must sign up to join the Pilot Program for 'SharePoint Documents Migration'
3. The SO admin must set up and run a migration job - this can be a single test-file - as when one or more documents are moved, all of the templates will also be moved.

Then all templates, all files chosen to migrate (in step #3) and all new files created will be stored in SharePoint.

Note: on step #1, the template-properties are changed for all templates - to store the file created in SharePoint. (This means the template-file itself is not moved in step #1, but in step #3 above.)