Document Management Module for Perfex CRM

Document Management Module is a digital solution that helps organizations process, capture, store, manage and track documents.

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