Document Management module for Perfex CRM

Document Management module for Perfex CRM

Description

Document Management module for Perfex CRM

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

					

									

						

 
1. All digital products are the most recent version, with no possibility of free updates. After payment, you can request an update to the most recent version for 7 days if a new version is released. We free support within 7 days.


2. After the purchase is confirmed, download links will be available for 7 days. If a license is required, please contact us via email or ticket for assistance with activation. Our license is only valid for activation and does not include support.


3. We provide Mobile, PHP script installation services for $19.90. Please create a backup after installation as we do not support re-installation. For mobile app source code, we do not offer installation services. 


4. If you have any questions, please contact us by email [email protected] or create a ticket on this page


5. Please note that any digital products presented on the website do not contain malicious code, viruses or advertising. You will receive the original files from the developers. We do not sell any products that have been downloaded from other websites.


6. The response time can last up to 6 hours.



					

							

		


			




	

		


								

				
				
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