Note: This is a module for Perfex CRM. Not a standalone script.
Brief description
Document Management Module is a digital solution that helps organizations process, capture, store, manage and track documents. This module helps you organize, maintain, and govern documents from managers and any person who creates or uses them in their business activities. Control and track the entire life cycle of every document with automation, notifications, and auditing.
Module Features
- Document Hierarchy Management
- Section Management
- Share To Me
- My Approval Management
- Electronic Signing Management
- Sharing Management
- Reminders Management
- Versions Management
- Audit Logs Management
- Upload, Lock/Unlock, Share, Duplicate, Move, Download, Edit, Delete the document
- Custom Metadata
- Preview in Image/Word/Excel/PDF
- Settings:
- Custom Fields Management
- Approval Management
- Other Settings
Demo
Set-up
Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.
Support
Our support team is always around to help. Feel free to raise a support ticket.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.
