View source for MySmartOffice - Storing documents

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'''.

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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]]