Configure External Document Storage for Document Templates Manually Through Minimum Privilege Setup

Note To use a guided setup to integrate Microsoft 365 and Azure, see Set Up Microsoft 365 and Azure Integration Using Guided Setup.

Note When you use external document storage with Microsoft 365 and a minimum-privilege access model, only the docgen designer who creates a Microsoft 365 document can edit the document by default. To enable shared editing when multiple designers work in the same org, create a dedicated folder in Microsoft SharePoint, grant access to the required designers, and configure a separate external document storage configuration in Salesforce that points to this folder. Thus, preserving the minimum-privilege security model while supporting collaboration.