Document Management module for Perfex CRM

Preview Document Management module for Perfex CRM

Be aware: It is a module for
Perfex CRM. Not a standalone script.

Transient description

Document Management Module is a digital resolution that helps organizations course of, seize, retailer, handle and observe paperwork. This module helps you set up, keep, and govern paperwork from managers and any one who creates or makes use of them of their enterprise actions. Management and observe the whole life cycle of each doc with automation, notifications, and auditing.

Module Options

1. Document Hierarchy Management
2. Part Management
3. Share To Me
4. My Approval Management
5. Digital Signing Management
6. Sharing Management
7. Reminders Management
8. Variations Management
9. Audit Logs Management
10. Add, Lock/Unlock, Share, Duplicate, Transfer, Obtain, Edit, Delete the doc
11. Customized Metadata
12. Preview in Picture/Phrase/Excel/PDF
13. Settings:
    • Customized Fields Management
    • Approval Management
    • Different Settings

Demo

Document Management Demo

Set-up

Included documentation will allow you to add and activate the module inside Perfex CRM, in case you are not conscious on do it.

Assist

Our help workforce is all the time round to assist. Be happy to boost a help ticket.
Guys from help division will get again to you as quickly as doable with a reply, guiding you thru any points.

Changelog

Model 1.0.0 / 2024-07-25

    Preliminary model

Download Document Management module for Perfex CRM