Writer: GreenTech_SolutionsWorth: $59
Distinctive: Here is a module for
Perfex CRM. Not a standalone script.
Short-term description
File Administration Module is a digital answer that helps organizations job, make a selection, retailer, prepare and remember paperwork. This module helps you area up, get, and govern paperwork from managers and somebody who creates or makes use of them of their change actions. Help watch over and remember your complete life cycle of each doc with automation, notifications, and auditing.
Module Facets
- File Hierarchy Administration
- Portion Administration
- Portion To Me
- My Approval Administration
- Digital Signing Administration
- Sharing Administration
- Reminders Administration
- Variations Administration
- Audit Logs Administration
- Add, Lock/Liberate, Portion, Duplicate, Change, Accumulate, Edit, Delete the doc
- Customized Metadata
- Preview in Painting/Discover/Excel/PDF
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Settings:
- Customized Fields Administration
- Approval Administration
- Various Settings
Demo
Location-up
Included documentation will make it a lot easier so that you just simply can add and instantaneous the module inside Perfex CRM, when you occur to’re now now not conscious on compose it.
Toughen
Our strengthen group is repeatedly round to abet. Actually be at liberty to raise a strengthen label.
Guys from strengthen division will get encourage to you as quickly as that that you just simply should perchance properly perchance decide with a acknowledge, guiding you via any elements.
Changelog
Model 1.0.0 / 2024-07-25
Preliminary mannequin
Does this link to Google drive to store the files, or is it stored on the server, if not linked to Google drive, it’s a good idea to link it so the server does not slow down and videos can be stored as well or large files as well.
Hi. The current version supports storing on your server.
Hi, will you be adding google drive storage option in the next update? We prefer that option for certain companies. Can you please add ability to assign a specific storage location per company next update?
Also, add an option for One drive for businesses..for those who don’t use Google Drive
When client (from client area) click “Share button” they get a pop-up with a “Share to” and you have 3 options : Staff | Customer | Customer group. With this way there is no GDPR as any client can see all your customer groups or all your customers from the admin area.
This is a friendly feedback to check :)