Projects & Productivity
File Sharing
Projects & Productivity
Module 39 of 45
Send files to clients, staff or a public link
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.
Who uses it
Used by account managers, admin staff and support teams that exchange documents with customers and colleagues.
Where it fits
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.
What it supports
- 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