Pwadmin at 15:06, 22 March 2017

2017-03-22T15:06:50Z

Pwadmin: Protected "MySmartOffice - Storing documents" ([Edit=Allow only administrators] (indefinite) [Move=Allow only administrators] (indefinite)) [cascading]

2016-09-16T20:05:12Z

Protected "MySmartOffice - Storing documents" ([Edit=Allow only administrators] (indefinite) [Move=Allow only administrators] (indefinite)) [cascading]

Pwadmin: Created page with "From the '''Documents''' page, you can store files associated with a specific machine ID. For example, you can upload receipts, contract information, and configuration notes s..."

2016-09-16T20:04:46Z

Created page with "From the '''Documents''' page, you can store files associated with a specific machine ID. For example, you can upload receipts, contract information, and configuration notes s..."

New page

From the '''Documents''' page, you can store files associated with a specific machine ID. For example, you can upload receipts, contract information, and configuration notes specific to a machine ID. Uploaded documents are stored in the '''User Profiles''' directory. For example: C:\Kaseya\UserProfiles\368905064566500\Docs.

'''NOTE''': Documents are not included in the backup of the server database using '''System''' > '''Configure'''.

 

To store a document:

#Log in to MySmartOffice.
#Click the '''Audit '''pane.

[[File:Kaseya click Audit pane 1.png]]

<ol start="3">
<li>Go to '''View Individual Data > Documents'''.</li>
</ol>

[[File:Kaseya click documents 1.png]]

<ol start="4">
<li>Click one of the listed Machine Group IDs. (If the machine ID doesn’t appear, try searching for the machine in the '''Machine ID '''field, or by filtering the machine group from the '''Machine Group '''dropdown list.)</li>
</ol>

[[File:Kaseya storing documents 2.png]]

<ol start="5">
<li>Click '''Choose file''' to locate a file to upload.</li>
<li>Click '''Upload''' to upload the file.</li>
</ol>

The file will be uploaded and the filename, size, and upload date will be displayed.

[[File:Kaseya storing documents 3.png]]

@@ Line 34: / Line 34: @@
 <ol start="5">
-<li>Click '''Choose file''' to locate a file to upload.</li>
+<li>Click '''Browse...''' to locate a file to upload.</li>
 <li>Click '''Upload''' to upload the file.</li>
 </ol>

MySmartOffice - Storing documents - Revision history

Pwadmin at 15:06, 22 March 2017

Pwadmin: Protected "MySmartOffice - Storing documents" ([Edit=Allow only administrators] (indefinite) [Move=Allow only administrators] (indefinite)) [cascading]

Pwadmin: Created page with "From the '''Documents''' page, you can store files associated with a specific machine ID. For example, you can upload receipts, contract information, and configuration notes s..."