Configure External Document Storage for Contracts Manually Through Minimum Privilege Setup

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Configure External Document Storage for Contracts Manually Through Minimum Privilege Setup

Set up a shared drive for temporarily storing documents for online editing by using Microsoft 365.

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

Available in: Lightning Experience

Available in: Professional, Enterprise, Unlimited, and Developer Editions

User Permissions Needed
To configure external document storage:	CLM Admin User

From Setup, in the Quick Find box, enter External Document, and then select External Document Storage Configuration.
Click New.
Select Contract as the target object.
Select Contract Lifecycle Management as the record type.

Note Ensure that each contract record type has a corresponding entry in External Document Storage Configuration for storing the generated contract documents by using Microsoft 365.
In External Document Storage Identifier, paste the drive ID that you extracted while creating a SharePoint site.
See Create a SharePoint Site Manually Through Minimum Privilege Setup
In Document Path, specify the folder where you want to store the documents..
For example, Contracts/ContractLifecycleManagement.
Note The folder structure is created inside the site that you created earlier.
Select the named credential that you created earlier.
See Create a Named Credential for Salesforce Contracts Connector for Word Add-in Manually Through Minimum Privilege Setup.
Select Microsoft OneDrive as the storage drive type.
Save your changes.

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