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Preview: Document Management module for Perfex CRM
Be aware: It is a module for
Perfex CRM. Not a standalone script.
Table of Contents
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
- Document Hierarchy Management
- Part Management
- Share To Me
- My Approval Management
- Digital Signing Management
- Sharing Management
- Reminders Management
- Variations Management
- Audit Logs Management
- Add, Lock/Unlock, Share, Duplicate, Transfer, Obtain, Edit, Delete the doc
- Customized Metadata
- Preview in Picture/Phrase/Excel/PDF
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Settings:
- Customized Fields Management
- Approval Management
- Different Settings
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
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