Uploading files from a folder in SARA
SARA Lockstep allows users to upload files from a file location in SARA .
Setting up File Location Document Support
-
As an admin user, navigate to "Admin> Settings & Utilities> Site Options
-
Navigate to the "Options tab"
-
Navigate to the "Sync with ERP" section
-
Click on the purple documents button, the documents window will open
-
Select the "Add new record" button located at the top of the documents window
-
In the documents window, click the "Doc Type" button
-
You will need to enter the following information.
-
Base Path: Location of where the files are on the machine
-
Dynamic Path-Subdirectory path if the files are located in multiple folders
-
Dynamic Name- Name of the file. SARA will look for the file name
Once the data has been entered click on the "Access Credentials" drop-down
-
Enter a description for the document support
-
Click on the "Credential Type" drop-down and choose "File Support"
-
On the "Access Credentials" drop-down, select the "File Location" option
-
Click the purple "Save" button to save the changes.
-
Back on the credentials page, select the "options" drop-down and select "File location".