File Sharing module for Perfex CRM v1.1.0

Version :

v1.1.0
Booking Core - Ultimate Booking System v3.6.1
Booking Core - Ultimate Booking System v3.6.1 Original price was: Rs7,387.00.Current price is: Rs249.00.
Back to products
Codiux - Online Course Elementor Template Kit
Codiux - Online Course Elementor Template Kit Original price was: Rs899.00.Current price is: Rs249.00.

File Sharing module for Perfex CRM v1.1.0

Membership Category Products

Original price was: Rs4,897.00.Current price is: Rs249.00.

The File Sharing  module for Perfex CRM (version 1.1.0) adds functionality for files within the CRM, enhancing collaboration and document management capabilities. Below are some of the features and steps to integrate and use the File module:

Key Features:

  1. File Upload and Storage:
    • Allows users to upload and store files within the CRM.
    • Supports various file types (documents, images, videos, etc.).
  2. File Organization:
    • Enables organizing files into folders for better management.
    • Provides options for categorizing and tagging files.
  3. File:
    • Facilitates files with other CRM users.
    • Offers options for setting permissions and access levels.
  4. Collaboration:
    • Supports commenting on files to enhance team collaboration.
    • Provides version control to track changes and maintain file history.
  5. Security:
    • Implements secure file storage and access control.
    • Ensures files are protected from unauthorized access.

Integration Steps:

  1. Module Installation:
    • Download the File module from the source (official Perfex CRM marketplace or third-party provider).
    • Upload the module files to the Perfex CRM modules directory (usually /modules).
  2. Module Activation:
    • Log in to Perfex CRM as an admin.
    • Navigate to the Modules section in the admin area.
    • Find the File module and click on the “Activate” button.
  3. Configuration:
    • Once activated, go to the module settings to configure the file options.
    • Set up storage preferences, access permissions, and any other relevant settings.
  4. Usage:
    • Navigate to the File section in the CRM.
    • Upload files and organize them into folders.
    • Share files with other users by setting appropriate permissions.
    • Use the collaboration features like commenting and version control to manage files effectively.

Tips for Effective Use:

  1. Organize Files:
    • Use a consistent naming convention for files and folders.
    • Create a structured folder hierarchy to make it easier to find and manage files.
  2. Set Permissions:
    • Ensure that sensitive files are shared only with authorized users.
    • Regularly review and update permissions to maintain security.
  3. Collaboration:
    • Encourage team members to use the commenting feature to discuss and provide feedback on files.
    • Utilize version control to keep track of changes and avoid confusion.
  4. Regular Backups:
    • Perform regular backups of the file storage to prevent data loss.

Brief description

File Sharing is an online file sharing platform that can be used to share multiple files among clients, partners and colleagues. The files can be sent by email or an url that can be shared with everyone you would like to. Please check out the uploaded screenshots, which demonstrates all visible parts of the module.
  1. File Managemnt:
    • Web File Manager
    • Sharing To Client
    • Sharing To Staff
    • Sharing To Public
  2. Sharing Management
  3. Download Management
  4. Reports
  5. Settings:
    • General Settings
    • Sharing Policy
  6. Client Portal:
    • Web File Manager
    • Sharing To Company

Demo

File Sharing Module Demo

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.

Support

Our support team is always around to help. Feel free to raise a support ticket. Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.

(Only For Premium Category Products !)

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 5 days if a new version is released. We free support within 5 days.

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 / â‚ą1700. 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  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.

(Only For Membership Category Products !)

Benefits of our Membership Plans

  • 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.

More Like This Products