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 Working with the App


2026/09/01 • 2 min. to read

This app supports users who work with project-based documents in the Megabau process by linking business records to SharePoint-based document structures.

The typical workflow is to open a relevant Megabau page, confirm the page is activated for the extension, and then use the SharePoint factbox or related document information to review the project files and attachments connected to the record.

Before you start

  • Ensure the SharePoint integration is available and the site and folder mappings are configured correctly.
  • Confirm that the relevant pages are enabled in the page selection.
  • Use a test document or a known project record to validate that the one-click document access works as expected.

Main process

  1. Open the relevant Megabau page such as a construction scheme, purchase quote, machinery record, or repair record.
  2. Check whether the extended SPC functionality is activated for that page.
  3. Review the factbox or related document information to see the associated SharePoint folder and project files.
  4. Use the information to keep the business record and project documentation aligned.

Typical work areas

  • Construction and project master data
  • Purchase and sales quote or document records
  • Machinery and asset-related records
  • Repair and service recording

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