Word: It is a module for
Perfex CRM. Not a standalone script.
Temporary description
Doc Administration Module is a digital answer that helps organizations course of, seize, retailer, handle and observe paperwork. This module helps you set up, preserve, and govern paperwork from managers and any one that creates or makes use of them of their enterprise actions. Management and observe the whole life cycle of each doc with automation, notifications, and auditing.
Module Options
- Doc Hierarchy Administration
- Part Administration
- Share To Me
- My Approval Administration
- Digital Signing Administration
- Sharing Administration
- Reminders Administration
- Variations Administration
- Audit Logs Administration
- Add, Lock/Unlock, Share, Duplicate, Transfer, Obtain, Edit, Delete the doc
- Customized Metadata
- Preview in Picture/Phrase/Excel/PDF
- Settings:
- Customized Fields Administration
- Approval Administration
- Different Settings
Demo
Set-up
Included documentation will assist you add and activate the module inside Perfex CRM, in case you are not conscious on the best way to do it.
Assist
Our help workforce is all the time round to assist. Be at liberty to lift a help ticket.
Guys from help division will get again to you as quickly as doable with a reply, guiding you thru any points.
Changelog
Model 1.0.0 / 2024-07-25
Preliminary model
