About the library

The library stores files that are created through mail merge, directly uploaded to Sage CRM, and email attachments. For more information, see Library item types.

Users access library files through the Document tab on various entity summary screens. You can configure access to uploaded files by team or territory.For more information, see Documents in the User Help.

On a Sage CRM server, the default location of library files is %ProgramFiles(x86)%\Sage\CRM\<InstallName>\Library\. You can configure the library location in Document and report settings and move it to a separate server if necessary.

The library location path you specify in Document and report settings must end in a backslash (\).

Each file in the library has a corresponding record in the library table that describes the file name and provides the interface to find and retrieve the file. You can use the properties of the libr_status to specify if the file can be downloaded for viewing or editing. The Status is displayed on the Details panel of the relevant document.