Overview
We’ve added a new feature to the Document Management System in the Contacts section enabling seamless integration with the Client Portal. CRM users can now share files directly with contacts and receive uploads back; all from within the Documents area.
Why does it matter?
- Centralized Files: All shared and received documents live under a single Documents tab, reducing fragmentation.
- Improved Collaboration: Businesses and clients exchange files without email or third‑party storage.
- Enhanced Control: Users and contacts manage their own uploads, and CRM users can revoke access instantly.
What’s new?
Share Documents from CRM to Client Portal
- Under CRM > Contacts > Documents, each file now has a Share toggle.
- Turning On grants the contact immediate access in their portal.
- Turning Off revokes access instantly, no file deletions or extra clicks needed.
Client Uploads to CRM
- Contacts click Upload Document in the Client Portal; files appear under CRM > Documents > Client Portal.
- Contacts can delete their uploads at any time, keeping their portal tidy.
- Both CRM users and contacts can preview or download any shared or uploaded document.
Points to Note
- This feature will only be available to contacts who are a client portal user.
- Documents and Contracts cannot be toggled for sharing or unsharing at this time.
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