Files Administration Form

Use this form to search for and view files that have been uploaded in Ajera CRM. You can also confirm that the files are synchronized between the Ajera CRM and FILESTREAM databases.

Uploaded files include:

• Adobe InDesign template files that were imported or created in Vision Configuration > General > Merge Templates.
• Documents that are attached to Info Center records.

Display the Files Administration Form

You display the form in Utilities.

To display the form:

From the Ajera CRM Navigation menu, click Utilities > Files Administration.

Contents of the Files Administration Form

You set filtering criteria and select files on the form.

File Selection Filter Section

In this section, enter the search criteria for selecting the files that you want to view. You can leave fields blank.

Field	Description
Date Range	Enter a beginning and ending date range in these two fields. This is the date that the file was created.
Search Text	Enter text from the file's name.
User ID	To search for a file that was uploaded by a specific user, enter the ID of a Ajera CRM user. To search for files uploaded by any user, leave this field blank.
Application	From the drop-down list, select the application in which to search for files. Leave this field blank to search for files from all applications.
Refresh Files List	Click this button to return the search results for the criteria that you entered in the File Selection Filter section.

Files Grid

The files that match your search criteria display in this grid after you click the Refresh Files List button.

Files Grid Toolbar

Field

Description

Drop-Down

Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.

Files Grid Fields

Field	Description
Application	This displays the Ajera CRM application from which the file was uploaded.
File Name	This field displays the file's name.
Description	This field displays the file's description.
User ID	This field displays the ID of the Ajera CRM user who uploaded the file.
Create Date	This field displays the date on which the file was created.