Document Management Settings - SharePoint Sites

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Posted on 24 Jan 2024 14:39:26 by ctedesco3307

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Is it possible to set different SharePoint sites for different entities in the same environment? I don't want all the entities going to the same site.

Thanks in advance

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Microsoft Dataverse

Entities

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Ram Prakash 5,416 Super User 2025 Season 2 on 16 Sep 2025 at 07:16:16

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Document Management Settings - SharePoint Sites

Hi,

I think no, we can have only one default sites.

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Fubar 8,124 Super User 2025 Season 2 on 15 Sep 2025 at 23:34:12

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Document Management Settings - SharePoint Sites

Double check what Document Location records you have - you will need a document location for the each Library. At the first level that 'parent' Document Location will have a link (or hardcoded) site entry, and will end up with child Document Location records (for each folder/record) which link to the parent document location. If you don't have the Folder level Document Location record you will need to create it.

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ctedesco3307 659 on 12 Sep 2025 at 17:15:50

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Document Management Settings - SharePoint Sites

Although these steps work correctly, I am not able to see Documents under the related tab for the site that is not marked as default in the SharePoint site table. Are there any add'l steps that need to be executed?

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IevaD 16 on 24 Jan 2024 at 23:55:34

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Re: Document Management Settings - SharePoint Sites

In order to create a folder in a different site, you have to manually create a document location and select the alternate site. It can also be enhanced using power automate.
This is instruction how to set sites manually. All sites have to be connected to the dataverse with one defined as default. To get more than one SharePoint site connected, walk each site through Document Management Settings inside of the dataverse. This will create the necessary folders for the tables designed to be connected. It will also add each site to the list of SharePoint Sites inside of dataverse.
You can access Document Management by going to Advanced Settings > Document Management > Document Management Settings.
• Enter in the URL for the site.
• Select the tables that need to have folders created.
• Repeat for each site.

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