Streamline Client Communication with Our New Document Management Feature

We’re excited to introduce a fantastic new feature in our Document Management System that will make sharing files with your clients even easier! This update allows you to communicate with your clients and manage documents all from one place. Let’s dive into how it can streamline your process and improve your business experience!

📌 Why This Matters

In today’s fast-paced business environment, having a centralized system for managing documents is essential. This new feature brings immense value by allowing you to:

• Centralize Your Files: Keep all shared and received documents neatly organized in one Documents tab, making it easier to find what you need.
• Improve Collaboration: Exchange files with clients seamlessly without the hassle of emails or external storage solutions.
• Enhance Control: Manage uploads effectively, as you can control access at any time without worrying about lost files.

✨ What’s New

• 📂 Share Documents from CRM to Client Portal:

  Now, under the Documents section, you can toggle sharing for each file. Turning it on gives your clients immediate access, and toggling it off revokes access without deleting the document.

• 📥 Client Uploads to CRM:

  Your clients can now easily upload documents directly in their portal, and you’ll see these files appear in your CRM documents section. They can also delete their uploads to keep things organized.

• 🔍 Previewing Documents:

  Both you and your clients can preview or download any shared or uploaded documents. This ensures everyone is on the same page!

🛠️ How to Use It

1. Step 1: Go to the Documents section under Contacts in your CRM.
2. Step 2: Use the Share toggle to give your clients access to necessary files.
3. Step 3: Let your clients know they can upload their documents directly in their portal.

💡 Pro Tip

Encourage your clients to utilize the upload feature for quick exchanges and to keep your communication streamlined!