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1732942568 Document Management Module For Perfex Crm
-87%

Document Management module for Perfex CRM v1.0

Original price was: $99.00.Current price is: $13.00.

(260 customer reviews)

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.

 

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Description

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

 

  1. Document Hierarchy Management
  2. Section Management
  3. Share To Me
  4. My Approval Management
  5. Electronic Signing Management
  6. Sharing Management
  7. Reminders Management
  8. Versions Management
  9. Audit Logs Management
  10. Upload, Lock/Unlock, Share, Duplicate, Move, Download, Edit, Delete the document
  11. Custom Metadata
  12. Preview in Image/Word/Excel/PDF
  13. Settings:
    • Custom Fields Management
    • Approval Management
    • Other Settings

    • 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.

INDIA Downlod from hear ; LINK

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