Document Management

1. Benefits of Document Management

Getfly CRM not only helps you manage your customers but also supports storing both customer-related and unrelated files. The Document Management feature allows you to upload, store, and share documents (common file formats such as docx, xlsx, pptx, pdf, jpg, png, etc.) directly within the CRM system for easy organization and access.

The maximum storage limit for My Documents is 100MB, while other document sections currently have no storage limit.

2. Document Permissions

To create and manage documents in the system, you must be granted permission for the Document function.

Access: Allows access to the file management feature to view documents.

Create: Allows the creation of new folders and the upload of files in the document section.

Edit: Allows updates and edits to folders/files.

Delete: Allows deletion of folders/files.

For the Shared Documents section, you must also be granted additional permissions to perform actions on the specific folders/files.

3. Types of Documents in the System

My Documents: Only visible to you.

Shared Documents: Documents you share with others and those shared with you.

Public Documents: Accessible to all users of the system.

Bookmarked: Documents you've marked as important for quick access.

4. How to Add Documents

To access the Documents section, after logging in, click on your personal Avatar ⇒ select Documents.

To create a new folder in My Documents:

Click My Documents ⇒ Add New ⇒ Add My Category, then enter the folder name.

Once a folder is created:

Click on the folder name to upload files into it.

This process is similar for Shared Documents and Public Documents.

In Shared Documents, when creating a new folder, you can choose which departments or staff members to share the documents with. You can also assign specific access rights (view, edit, delete) for the shared users.

For important folders or ones you need to revisit often, you can bookmark them by clicking the star icon next to the folder name. These will appear in the Bookmarked Documents section.