Document Management Module For Perfex CRM

Document Management module for Perfex CRM

Note: This is a module for
Perfex CRM. Not a standalone script.

Brief description

Document Management Module is a digital resolution that helps organizations course of, seize, retailer, handle and observe paperwork. This module helps you manage, preserve, and govern paperwork from managers and any one who creates or makes use of them of their enterprise actions. Control and observe all the life cycle of each doc 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 doc
Custom Metadata
Preview in Image/Word/Excel/PDF
Settings:
- Custom Fields Management
- Approval Management
- Other Settings

Demo

Document Management Demo

Set-up

Included documentation will show you how to add and activate the module inside Perfex CRM, if you’re not conscious on learn how to do it.

Support

Our help workforce is at all times round to assist. Feel free to boost a help ticket.
Guys from help division will get again to you as quickly as attainable with a reply, guiding you thru any points.