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Document Management module for Perfex CRM

Name: Document Management module for Perfex CRM | GplPixel
Price: 1126.60 INR
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Document Management module for Perfex CRM

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Categories: Premium, PHP Scripts, Scripts & Code Tags: access control, approval, approve, audit logs, collaboration, Document, erp, metadata, perfex, perfex crm, perfex modules, reminder, share, sign, version control

Creating a "Document Management Module" for Perfex CRM involves extending its functionality to handle document storage, organization, and accessibility within the CRM system. Here’s an outline of what such a module might entail:

Core Features

Document Upload and Storage
- Users can upload documents directly to the CRM system.
- Documents can include contracts, proposals, invoices, receipts, etc.
- Storage options include local storage or integration with cloud storage providers (e.g., AWS S3, Google Drive).
Document Organization
- Categorization and tagging of documents for easy retrieval.
- Folders or directories to organize documents by client, project, or category.
Document Versioning
- Support for document version control to track revisions and updates.
- Ability to revert to previous versions if needed.
Access Control
- Define user roles and permissions for accessing and managing documents.
- Granular permissions to control who can view, edit, delete, and share documents.
Document Linking
- Ability to link documents to CRM entities (e.g., clients, projects, invoices).
- Access documents directly from related CRM modules.
Search and Filter
- Advanced search capabilities to find documents based on metadata, keywords, or tags.
- Filter documents by date, category, or type.

User Interface and Experience

Dashboard Widgets
- Overview widgets displaying recent uploads, popular documents, or upcoming expirations.
Document Previews
- Thumbnail or preview functionality for supported document types (e.g., PDF, images).
Notifications
- Notifications for document uploads, updates, comments, and expirations.

Integration and Customization

API Integration
- RESTful API for integrating with external systems or custom applications.
- Webhooks for real-time updates and notifications.
Custom Fields
- Customizable fields to capture additional document metadata (e.g., author, creation date, expiration date).

Security and Compliance

Data Encryption
- Encryption of documents both at rest and in transit for data security.
Compliance
- Compliance with data protection regulations (e.g., GDPR, CCPA) regarding document handling and storage.

Reporting and Analytics

Usage Analytics
- Reporting on document usage, downloads, access logs, and user activity.

Benefits

Streamlined Workflow: Centralizes document management within Perfex CRM, eliminating the need for external storage solutions.
Enhanced Collaboration: Facilitates collaboration by providing shared access to documents among team members and clients.
Improved Efficiency: Saves time with quick access to documents directly from CRM modules, reducing search and retrieval efforts.
Scalability: Scales with business growth, accommodating increasing document volumes and user needs.

Implementing a robust Document Management Module for Perfex CRM enhances its utility for businesses by integrating essential document handling capabilities directly into their CRM workflow.

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

Document Hierarchy Management
Section Management
Share To Me
My Approval Management
Electronic Signing Management
Sharing Management
Reminders Management
Versions Management
Audit Logs Management
Upload, Lock/Unlock, Share, Duplicate, Move, Download, Edit, Delete the document
Custom Metadata
Preview in Image/Word/Excel/PDF
Settings:
- Custom Fields Management
- Approval Management
- Other Settings

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2. If a license is required (Excludes WHMCS license , we provide only method not license), 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 / ₹1700. 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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Instant access to all plugins and all themes including all future releases
Unlimited domain usage
Regular Updates as of when available. Usually, updates are released daily.
Before purchasing, please read the Terms and Conditions & Refund Policy.
If you have any questions, please first read the FAQs.
If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.
Buy or download for FREE by subscribing to our VIP Membership Plan. Join the club of more than 1100+ happy members. This is the same theme as sold by the developer.

Updates:

We offer frequent updates for one year from the date of purchase. After this period, you have to purchase the item again to receive further updates, we also offer lifetime updates as a second option.
We regularly update products as soon as we are notified about an update, we go and download it from the author and update it on our site, but In case the current version of the product is not the latest, You can request an update for the product by contact form.
We send regular emails advising when products have been updated so please be sure to provide an active email address when you sign up.

Support:

Our support team is available 24/7, if you have any questions or need help in installing or configuring digital products purchased on the website, please don’t hesitate to contact form.
Please note that we are not developers of the provided products, so our technical support capabilities are limited. We do not change product functionality and do not fix developer bugs.

For more information please read FAQs & About Us.

(Only For WHMCS Category Products !)

We Only provide WHMCS Module, how you can nulled any module step only !
Instant access to all plugins and all themes
Unlimited domain usage
Regular Updates as of when available. Usually, updates are released daily.
Before purchasing, please read the Terms and Conditions & Refund Policy.
If you have any questions, please first read the FAQs.
If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.