SharePoint Site Collection URL

If you wish to save files to SharePoint Online, enter your path in the Site Collection URL.  If you subscribe to Microsoft 365, then SharePoint Online is part of your subscription.  SharePoint Online is the ideal approach for auto-saving files to a shared file location.  SharePoint Online has a robust feature set, numerous integrations, and is the foundation of Microsoft Teams.  In addition, users can co-author documents, meaning multiple users can be updating a single document at the same time.

If you wish for users to initially browse for where to save files in SharePoint, enter your core SharePoint URL, ending with “sharepoint.com”.  If you want to auto-create subsites for new opportunities, enter the site collection URL, which should have the following syntax:

https://[YourCompanySharePointDomain].
sharepoint.com/sites/[YourSiteCollectionSubsite].  

Also make sure that the following permissions are checked for site members:

Please see SharePoint site collection setup for details.

 

Go back to Admin Guide for SDA Dashboard

Go to File Auto-Saving