Documents

NAVIGATION  Audit > View Individual Data > Documents

  • This function can also be accessed using the Documents tab of the Live Connect (Classic) > Agent Data page and the Documents tab of the Machine Summary page.

The Documents page stores files associated with a machine ID. For example, you can upload scanned copies of purchase receipts, contract information, and configuration notes specific to a machine ID. Uploaded documents are stored in the User Profiles directory of the Kaseya Server. For example: C:\Kaseya\UserProfiles\368905064566500\Docs.

NOTE   Documents are not included in the backup of the Kaseya Server database using System > Configure. A separate backup of Kaseya Server files and directories should be performed as well.

NOTE   See Administrator Notes for a fast way of logging plain text notes for multiple machines without having to upload documents.

To Store a Document

  1. Click a machine.group ID link. The list of machine IDs you can select depends on the machine ID / group ID filter and the scope you are using. Documents previously stored on the Kaseya Server for this machine ID display or else No files found displays.
  2. Click Browse to locate a file on your local computer or LAN.
  3. Click Upload to upload the file to the Kaseya Server.

The added Filename displays, along with its file Size and the date/time of the Last Upload.

New Folder

Optionally click the New Folder icon and link to create a new folder to store documents in for the selected managed machine.

Edit

You can click a Filename link or edit icon to display a file or run the file, depending on the application the filename extension is associated with on your local machine.

Delete

Click the delete icon to delete a stored document or folder from the Kaseya Server.