Managing Documents is one of the most useful and flexible feature within Sage CRM. The Documents tab serves as an interface to all documents and templates that are stored in the Sage CRM library. Users can link a copy of the merged document, attach a copy of a document generated outside Sage CRM to a record, can view merged and uploaded documents etc. But have you ever faced an issue while trying to upload a document in CRM?
One of our client came up with the issue that he was not able to upload the document even when the document was attached. You can see below screen shot.
Since Document upload feature is dependent on Apache Tomcat service, our first step was to check the status of tomcat service whether it is in running mode or not. And later, to check some other functionalities of CRM which are dependent on tomcat service such as Dashboards, Export to excel etc.
We also checked physical root directory where all the documents are stored in CRM which is configured at Administration -> E-mail and Documents -> Documents & Reports Configuration.
Over here, we found that the path of Physical root directory for mail merged documents is missing as highlighted in below screenshot.
After configuring the correct path as shown in below screenshot, Unable to Upload File Error was resolved immediately.
Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100, Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.
For more information on our integration solutions, please contact us at firstname.lastname@example.org. We will be glad to assist you.