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

Document Management 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.

Changelog

Version 1.0.0 / 2024-07-25

    Initial version

Document Management module for Perfex CRM