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Projects & Productivity

File Sharing

Send files to clients, staff or a public link

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What it does

Keep shared documents in one managed file area instead of scattered email attachments. Files are shared with individual clients, staff groups or through a public link, and every share and download can be reviewed later. Customers can also upload their own documents from the client portal for the team to collect.

Functions in this module

  • Browser File Manager
  • Share With Clients
  • Share With Staff
  • Public Share Links
  • Sharing Management Screen
  • Download Tracking
  • Sharing Policy Settings
  • Client Portal Uploads
  • File Preview Support
  • Trash And Restore
  • Hidden File Control
  • Secure File Access
  • FTP Mounting
  • File Hash Display

Where it fits on the platform

Shared files sit beside the customer, contract and invoice records they relate to, so the paperwork for an account is easy to find. Shares and downloads are logged, giving a record of what left the business and when.

Used by account managers, admin staff and support teams that exchange documents with customers and colleagues.

Included in SenangUrus 360

  • Runs on the same database as finance, stock, sales and people records.
  • Role-based permissions, so access is granted module by module.
  • Delivered with implementation, data setup and training by our team.
Related modules

Often used with file sharing

Projects & ProductivityStaff WorkloadSee who is overloaded before deadlines slip Projects & ProductivitySpreadsheet OnlineEdit and share spreadsheets inside the platform Projects & ProductivityTeam PasswordKeep shared logins encrypted and under control Projects & ProductivityMention & TagKeep discussions attached to the records they concern
Questions

About the File Sharing module

01/Is File Sharing included in SenangUrus 360?
Yes — it is part of the SenangUrus 360 module library. Your plan determines how many business accounts and users you have; the module itself is switched on during implementation.
02/Can we run this module on its own?
It runs inside SenangUrus 360 and uses the platform's shared records — customers, products, accounts and users. That is what keeps reporting consistent instead of needing an integration.
03/What does setup involve?
Configuration of the module for your process, migration of the data it depends on, permissions per role, and training for the people who will use it daily.
04/Can it be tailored?
Documents, approval steps, fields and reports can be configured. Where a requirement is genuinely unique, custom development is scoped separately.
Next step

See File Sharing on your own data

We will run one of your real transactions through the module in a 45-minute session, so you can judge it against the work you do today.

Book a demo See all modules