{"id":5471,"date":"2013-11-08T13:25:45","date_gmt":"2013-11-08T13:25:45","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=5471"},"modified":"2013-11-08T13:25:45","modified_gmt":"2013-11-08T13:25:45","slug":"how-library-documents-are-stored","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/08\/how-library-documents-are-stored\/","title":{"rendered":"How Library documents are stored"},"content":{"rendered":"

In Sage CRM if user uploads document under Documents<\/b> tab against any entity e.g. Case, Customer, Person and Communication etc. It gets stored on the location configured under Administration | E-mail and Documents | Documents<\/b> and Reports Configuration<\/b> section.
\n\"1\"<\/a>
\nNow here we have a master library path, but how is it simplified to sync with the Library table and show correct documents under Documents<\/b> tab of any entity? Here I will explain how the documents are stored for every entity.
\nThe New Stuff<\/span>:\u00a0<\/b>Process Sales Orders using Credit Card in GUMU Integration -II<\/a>
\nStorage of physical file<\/strong><\/span>
\n1<\/strong>. Company<\/strong>: Document uploaded against Company entity will get saved in Library folder in following format.
\nCompany Name: 3G Homes
\nFolder Name: 3\\3G Homes
\nFile Name: IP.doc
\nFull Path: C:\\Program Files (x86)\\Sage\\CRM\\CRM71\\Library\\3\\3G Homes\\IP.doc
\nAt first the folder is created with the name as first character of Company name and then inside that another folder with name as Company name.
\n2<\/strong>. Person:<\/strong> Document uploaded against Person entity will get saved in Library folder in following format
\nPerson not tagged with Company:<\/strong>
\nPerson Name: Andrew Jacobs
\nFolder Name: A\\Andrew Jacobs
\nFile Name: IP.doc
\nFull Path: C:\\Program Files (x86)\\Sage\\CRM\\CRM71\\Library\\A\\Andrew Jacobs\\ IP.doc.
\nAt first the folder is created with the name as first character of Company name and then inside that another folder with name as Company name.
\nPerson tagged with Company:<\/strong>
\nCompany Name: 3G Homes
\nFolder Name: 3\\3G Homes (43)
\nFile Name: IP.doc
\nFull Path: C:\\Program Files (x86)\\Sage\\CRM\\CRM71\\Library\\3\\3G Homes\\IP.doc
\nHere as the company library folder exists, document will be copied there.
\n3<\/strong>. Cases<\/strong>: Document uploaded against Case entity will get saved in Library folder in following format
\nCase not tagged with Company and Person:<\/strong>
\nCurrent Logged User Name: System Administrator
\nFolder Name: System Administrator
\nFile Name: IP.doc
\nFull Path: C:\\ProgramFiles(x86)\\Sage\\CRM\\CRM71\\Library\\SystemAdministrator\\IP.doc
\nDocuments for these types of cases are automatically stored in folder with the name of current user in Library
\nCase tagged with Company:<\/strong>
\nCompany Name: 3G Homes
\nFolder Name: 3\\3G Homes
\nFile Name: IP.doc
\nFull Path: C:\\ProgramFiles(x86)\\Sage\\CRM\\CRM71\\Library\\3\\3G Homes\\ IP.doc
\nHere as the company library folder exists, document will be copied there.\\
\n4<\/strong>. Communication<\/strong>: Document uploaded against Communication entity will be saved in Library folder in following format
\nCommunication not tagged with Company and Person:<\/strong>
\nCurrent Logged User Name: System Administrator
\nFolder Name: System Administrator
\nFile Name: IP.doc
\nFull Path: C:\\ProgramFiles(x86)\\Sage\\CRM\\CRM71\\Library\\System Administrator\\IP.doc
\nDocuments for these types of Communications are automatically stored in folder with the name of current user in Library
\nCommunication get tagged with Company:<\/strong>
\nCompany Name: 3G Homes
\nFolder Name: 3\\3G Homes
\nFile Name: IP.doc
\nFull Path: C:\\ProgramFile(x86)\\Sage\\CRM\\CRM71\\Library\\3\\3G Homes\\IP.doc
\nHere as the company library folder exists, document will be copied there.
\n5<\/strong>. User<\/strong>: Document uploaded against Shared documents tab will get saved in Library folder in following format. This is the standard folder for Shared documents.
\nCurrently Logged User Name: System Administrator
\nFile Name: Test.txt
\nFull Path: C:\\Program Files (x86)\\Sage\\CRM\\CRM71\\Library\\Global Documents\\UK\\Test.txt
\n6<\/strong>. Opportunity<\/strong>: Document uploaded against Opportunity entity will be saved in Library folder in following format
\nCompany Name: 3G Homes
\nFolder Name: 3\\3G Homes
\nFile Name: IP.doc
\nFull Path: C:\\ProgramFile(x86)\\Sage\\CRM\\CRM71\\Library\\3\\3G Homes\\IP.doc
\nHere as the company library folder exists, document will be copied there.
\nStorage of linking in database<\/strong><\/span>
\nAs the physical paths are created as explained above for storing the documents, the records are also created in
\nLibrary table of Sage CRM database. The records are stored as follows.
\nLibr_Filepath<\/strong> = Path under the library i.e. Folder Name<\/strong> as explained in above examples
\nLibr_Filename<\/strong> = Name of the file.
\nAlso there are entity specific fields to understand against which entity the document is uploaded.
\n\"2\"<\/a>
\nAlso Read:<\/span>
\n<\/strong><\/span>1) Document Drop Functionality in Communication tab of Sage CRM
\n<\/a>2) Configure the Library for Secondary entities in CRM
\n<\/a>3) Why my Library View Attachment button is not available after re-installation?
\n<\/a>4) Controlling Document type and size in SageCRM 7.1 SP2
\n<\/a>5) Adding Document Filing and Mail Merge functionality to Custom Entities<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

In Sage CRM if user uploads document under Documents tab against any entity e.g. Case, Customer, Person and Communication etc. It gets stored on the location configured under Administration | E-mail and Documents | Documents and Reports Configuration section. Now here we have a master library path, but how is it simplified to sync with\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[213,332],"tags":[993,1503],"class_list":["post-5471","post","type-post","status-publish","format-standard","hentry","category-library-sage-crm","category-sage-crm","tag-document","tag-library"],"yoast_head":"\nHow Library documents are stored - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/08\/how-library-documents-are-stored\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How Library documents are stored - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In Sage CRM if user uploads document under Documents tab against any entity e.g. Case, Customer, Person and Communication etc. It gets stored on the location configured under Administration | E-mail and Documents | Documents and Reports Configuration section. Now here we have a master library path, but how is it simplified to sync with\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/08\/how-library-documents-are-stored\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2013-11-08T13:25:45+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/14.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/08\/how-library-documents-are-stored\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/08\/how-library-documents-are-stored\/\",\"name\":\"How Library documents are stored - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/08\/how-library-documents-are-stored\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/08\/how-library-documents-are-stored\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/14.jpg\",\"datePublished\":\"2013-11-08T13:25:45+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/08\/how-library-documents-are-stored\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/08\/how-library-documents-are-stored\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/08\/how-library-documents-are-stored\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/14.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/14.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/08\/how-library-documents-are-stored\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How Library documents are stored\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\",\"name\":\"greysagecrm\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"caption\":\"greysagecrm\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How Library documents are stored - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/08\/how-library-documents-are-stored\/","og_locale":"en_US","og_type":"article","og_title":"How Library documents are stored - Sage CRM \u2013 Tips, Tricks and Components","og_description":"In Sage CRM if user uploads document under Documents tab against any entity e.g. Case, Customer, Person and Communication etc. It gets stored on the location configured under Administration | E-mail and Documents | Documents and Reports Configuration section. Now here we have a master library path, but how is it simplified to sync with\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/08\/how-library-documents-are-stored\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2013-11-08T13:25:45+00:00","og_image":[{"url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/14.jpg","type":"","width":"","height":""}],"author":"greysagecrm","twitter_card":"summary_large_image","twitter_misc":{"Written by":"greysagecrm","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/08\/how-library-documents-are-stored\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/08\/how-library-documents-are-stored\/","name":"How Library documents are stored - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/08\/how-library-documents-are-stored\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/08\/how-library-documents-are-stored\/#primaryimage"},"thumbnailUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/14.jpg","datePublished":"2013-11-08T13:25:45+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/08\/how-library-documents-are-stored\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/08\/how-library-documents-are-stored\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/08\/how-library-documents-are-stored\/#primaryimage","url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/14.jpg","contentUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/14.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/08\/how-library-documents-are-stored\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"How Library documents are stored"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/","name":"Sage CRM \u2013 Tips, Tricks and Components","description":"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f","name":"greysagecrm","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","caption":"greysagecrm"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/5471","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=5471"}],"version-history":[{"count":0,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/5471\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=5471"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=5471"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=5471"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}