If you implement the Document Management module in
Ajera CRM, use the Document Management tab to enter a SharePoint administrator username and password.
| Field | Description |
|---|
| Save
|
Click this toolbar option to save your changes.
|
| Test
|
Click this toolbar option to test whether or not the user name and password entered in
SharePoint Username and
SharePoint Password are valid credentials.
|
| Change Password
|
Click this toolbar option to change your Weblink password.
|
| Help
|
Click this toolbar option to access online Help for the Weblink utility.
|
| SharePoint Username
|
If you use the Document Management module, enter a SharePoint administrator username.
Ajera CRM will use this username to impersonate that user in order to access SharePoint.
|
| SharePoint Password
|
Enter the password for the Sharepoint administrator username.
|
