Documents ERP Module

Module overview

A company document library inside the ERP. Organise files in colour-coded folders, upload documents, preview PDFs, images, and text files without downloading them, and share folders or files with colleagues so they can view them. Starred, Recent, and Shared with me views help people find things fast, and deleted items go to a Trash you can restore from.

Core strategic benefits

• Keep company documents in one place instead of scattered across email and personal drives
• Share a folder or file with the right colleagues in a few clicks
• Recover from mistakes: deleted items can be restored from the Trash

Capabilities & functional features

• Folders and sub-folders you can rename, recolour, and move
• File uploads up to 10 MB each
• In-browser preview for PDFs, images, and text files, with first-page thumbnails for PDF and Office files
• Share folders or files with people in your company for viewing, and see who has access
• My Documents, Shared with me, Starred, and Recent views
• Trash with restore and permanent delete
• Secure, short-lived links for every preview and download

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