9. A method for enabling a user to navigate between structured accounting data and unstructured data comprising the steps of: from within an application for managing structured accounting data, displaying a data record for a selected entity; in response to receiving an integration detail including a location of a collaboration tool and a security setting for the user associated with the application, use the integration detail to authenticate the application to the collaboration tool; displaying a related documents option that enables the user to view one or more unstructured documents for the selected entity that are stored in a document container of the collaboration tool that has been integrated with the application; enabling the user to specify settings for the collaboration tool including a root site uniform resource locator (URL) for where the collaboration tool is located, a sub-site URL for where the document container is stored, and a name for the document container; upon receiving a selection from the user of the related documents option, displaying the one or more unstructured documents; prompting the collaboration tool to launch an associated screen to display the one or more unstructured documents; providing an interface associated with the document container to manage the unstructured documents by at least one from a set of: adding, editing, viewing, and deleting the unstructured documents from another application; and providing a view option for the document container to display the structured accounting data including at least one from a set of: pricing, credit details, and customer balance.
14. The method of claim 9 , wherein prior to displaying the related documents option, enabling the user to create the document container with a single click of a create option.