SuperSync Files - Auto-Create Folder on Record Create

Overview 

This guide provides detailed instructions on how to auto-create folders on record creation in SuperSync Files. When enabled, SuperSync Files will automatically create folders in the document storage when a record is created in NetSuite rather than when a user navigates to the files tab for the first time.

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Prerequisites

• SuperSync Files Bundle Installation
• Existing SuperSync Files SharePoint Connection or SuperSync Files Google Drive Connection
• NetSuite admin access

Step by Step Process 

1. In the top right corner, navigate to ... > SuperSync Files > Configs > Connections and select Record Type Configs.
2. Select Edit for the corresponding connection. View full size
3. Select Other Settings. View full size
4. Check the Auto-Create Folder on Record Create box. View full size
5. Select Save. View full size

Troubleshooting

If any difficulties or issues arise, please reach out to supersync@netgain.tech for resolution.