Attachment subfolders in Kinetic

We are implementing Kinetic 2022 (current 2022.2.13) and are working on getting the attachments working right. One thing that would help would be to create a subfolder for each record in a given module type. One of the things we are planning on using the attachments for is collecting all relevant quote information. Customer drawings, pictures, sketches, specifications, contracts etc. This will require us to have unique file names for each item which will, in time, be a big pain in the butt since we don’t have control over the filename from the customer. We could go through the process of typing a name each time, but I would think there should be a way to create subfolders for each quote (Record Identifier) automatically. That would keep the filename context to a minimum and would be easily manageable by our users without much consideration for everything already in the system.

FYI: We are using SharePoint for our document storage.

Hello Eddie,

The way Epicor implemented SharePoint attachments does not give you the ability to use folders or multiple Document Libraries for that matter. It is the same scheme that the File System attachments work:

Company/Record/Documents

And that cannot be changed.

If you want to continue down this path, you could use the LINK attachment type. Build SharePoint to your liking and use the SharePoint permalink to attach the document in Vantage/Epicor/Kinetic. This also gives you the ability to use multiple Document Types in SharePoint. FWIW, it’s something we’re looking at doing here too - maybe even look at Azure Blob Storage for longer term storage needs.

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Sorry for the late response. Thank you. I didn’t end up taking it any further.