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  • Go to S-Drive Configuration General Settings Tab

  • Scroll down to Upload Settings.

  • Next to Configure Bucket Folder, click Configure.

  • This will open the following page:

  • The Bucket Folder Field is the field you created above. Fill in the field name and click the “Enabled” checkbox.

  • Click Save

Once defined, the Bucket Folder field needs to be populated. This can be done in various ways:

  • Setting the Bucket Folder field to a default value

  • Filling in the Bucket Folder field manually when a new parent record is created

  • Using automation to fill in the Bucket Folder value

  • Defining the Bucket Folder field as a formula field, which will automatically populate on the parent record.

Now when you upload Account Filesfiles, they will show in the bucket with the top level folder your specified.