Using the Library

The Library is a central repository for company information (in the form of documents, URLs, and so on) that provides an easy way to distribute information to remote users. Only the administrator and users granted access by the administrator can add files to the Library. Using the Sage SalesLogix Web Client, you can request and download a Library file when you need it. The Library displays the file name, size, creation, revision and expiration dates, and a brief description of the file. Files are sorted by name. Click the column headings to sort the library files list.

Your security access determines what functions are available. Contact your administrator for any access rights changes. WebViewer users may not access full functionality.

Your company’s library might include:

How Do I?

Open the Library
Add a document to the Library
Add a document to the Library using drag and drop

Edit Library File Properties

Add, rename or delete a Library folder

Download a Library file

 

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