View Documents Uploaded with the Files Administration Utility

You can view documents, templates, and attachments uploaded in Ajera CRM.

The Files Administration utility includes filters that allow you to insert various criteria to refine your search for supporting documents, templates, and attachments.

To view the documents that were uploaded using the Files Administration utility:

1. From the Ajera CRM Navigation menu, click Utilities > Files Administration.
2. On the Files Administration dialog box, use the Date Range fields to select the start and end dates to define the date range to search. Ajera CRM defaults to use the past three days.
3. Click Refresh Files List to populate the Files grid. Records that match the start and end date criteria display.
4. To refine your results set, complete one or more of the following actions:
   • Enter specific text that you want to find. Ajera CRM searches the File Name and Description fields to locate the matching text.
   • Open the lookup and select a User ID.
   • Use the drop-down list to select a Ajera CRM application. This drop-down list displays the applications that allow supporting documents.
5. Click Refresh Files List to activate the search. The Files grid updates to list all documents that match the specified criteria.
6. Click the File Name hyperlink to open the associated PDF.

If you receive an error message that the file is missing, the Vision and TDM databases are not in sync. See the Ajera CRM Advanced Technical Administration Guide for additional information.