Document Management

Document Management

Software Updates

December 19, 2023 ● 2 min read

Document Management
We are thrilled to announce an exciting enhancement that will significantly simplify your business operations: Document Management. This new feature has been designed to provide seamless organization, enhanced collaboration, and efficient document access.
Document Management: It offers seamless document management, providing an intuitive and centralized hub for all your document-related tasks directly integrated into the contact detail page. 👇🏻

📝 Why does it matter to your business?

  1. Effortless Organization: Access and manage all your files in one spot with sections for internal, sent, and received documents.

  2. Enhanced Collaboration: Easily send documents to contacts using the client portal, enabling streamlined exchange and collaboration with clients.

  3. Efficient Search: Utilize enhanced search functionality to quickly find documents by file name, eliminating the need to navigate through folders.

⭐️ How to Manage Documents:

  1. Navigate to the contact detail page in our CRM: Discover the new Documents section, offering categorized organization (Internal, Sent, and Received) for your files.

  2. Uploading Documents:

  • To add documents, click on “Add Documents” in the respective section.

  • Utilize a simple drag-and-drop interface to upload files effortlessly.

  1. Collaborating with Clients:

  • Send documents to contacts via the client portal (coming soon), enabling secure and efficient exchange with clients.

  • Receive documents from clients through the client portal, streamlining the communication process.

  1. Efficient Searching:

  • Effortlessly search for documents by file name using the optimized search function.

  • No need to navigate through folders; quickly locate the files you need in the ‘All’ section.

With the new document management feature, simplify your business operations, collaborate effectively, and access your documents with unparalleled ease. We are confident that this enhancement will revolutionize the way you manage your business documents.

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