We are thrilled to introduce an exciting enhancement to our Document Management System within the Contacts section—enabling a smoother integration with the Client Portal. Discover how this feature empowers CRM users by facilitating direct file sharing with contacts and offering an efficient way to receive uploads.
Why This Matters to You
- Centralized Files: By maintaining all shared and received documents under a single Documents tab, we reduce the chances of fragmentation and improve organization.
- Improved Collaboration: Now, businesses and their clients can exchange files efficiently, eliminating the need for email interactions or third-party storage solutions.
- Enhanced Control: Both users and contacts can manage their own uploads, while CRM users have the ability to revoke access at any moment.
New Functionalities Unlocked
Share Documents from CRM to Client Portal
With our latest update:
- Access the CRM > Contacts > Documents area to find a Share toggle for each file.
- Activating this toggle grants the contact immediate access to the document through their portal.
- Deactivating the Share toggle revokes access seamlessly without extra steps like file deletions.
Client Uploads to CRM
- Contacts now can click Upload Document from their Client Portal, facilitating direct uploads to CRM > Documents > Client Portal.
- Contacts have control to delete their uploads at any time, ensuring their portal remains clutter-free.
- Preview and download any document, whether shared or uploaded, for both the CRM user and the contact.
Key Points to Remember
- This feature is available exclusively for contacts who are Client Portal users.
- Note that Documents and Contracts are currently not enabled for sharing toggle functionality.
This enhancement is designed to enhance your productivity and streamline your document management processes. Explore these changes directly within your CRM module today.
In case you missed it, discover how our new Activity Section Upgrade Enhances Contact Management.
