This article describes the steps and requirements for activating a Microsoft® SharePoint integration in MKG. The integration enables users to open, save, and manage documents directly from MKG via SharePoint.

In MKG it is possible to store documents in different places. They can be added wherever the Documents tab is available. In this article we show how linking documents to MKG works.

The Calculations module is used for creating preliminary calculations. You can use the module by incorporating a sales quote into the calculation or by creating an 'independent' calculation. In addition to materials, you add operations to a calculation. An outsourcing is considered an operation in MKG.

Within the Relationships module, you manage all your relationships along with associated addresses and contacts. When creating a relationship, we do not yet refer to a customer or supplier, as a relationship can be both. The basic data of such a relationship only needs to be recorded once.

If authorization has not yet been configured in MKG and you choose either the simple or extensive authorization, the MKG components described in this article can be used to set up the authorization.

Various modules in MKG contain the 'Documents' tab, where documents can be linked to the corresponding process. To quickly locate these documents, they can be divided into categories. You manage these categories in the Document Categories module. In this article, you will learn how to create and maintain document categories.