In today's digital age, the ability to manage documents efficiently and effectively is crucial for businesses. Understanding this need, we are excited to unveil the new Document Management feature in our CRM. Designed to make your document-related tasks simpler and more organized, this feature promises to revolutionize the way you handle your contact's documents.
Integrated Document Management System
Found within the Contact Details page, the new "Documents" tab is your one-stop hub for all document tasks. Whether you're looking to access a file, store it internally, or even send it via the client portal in the near future, our CRM has got you covered.
Four Distinct Document Sections
All: Forget the hassle of navigating through countless folders. Access all contact-related files effortlessly in one unified place.
Internal: This section is dedicated to files that need to be stored internally for a specific contact. Included is a default folder named "Custom Fields." Any files uploaded through the "File-upload" type custom field for a contact will be stored here, ensuring that everyone with access to the contact can view these documents.
Sent (Coming Soon): Enhance your client interactions by sending documents directly to contacts via the client portal.
Received (Coming Soon): Elevate your CRM experience by receiving documents from contacts directly, all thanks to the client portal.
Adding Files Made Simple
Uploading files to the internal section has never been easier. Whether it's a PPT, Doc, PDF, image, or even a CSV, as long as it's under 250 MB, you're good to go.
Optimized Search Functionality
Say goodbye to the endless scrolling and searching. With our enhanced search functionality, finding a document by its file name is a breeze. This feature is especially optimized for the "All" section, eliminating the need to sift through folders.
What's Next?
With the upcoming addition of the "Sent" and "Received" sections, we are gearing up to offer you a comprehensive document management experience like never before.