Hello, please note that the share option is not currently showing when you right click a file. Kindly check

I have a file type (.model), well configured in settings as allowed for upload but when I upload it throws and error “File Type not allowed”

Hello,

I’ve sent two messages, but no one has replied. Could you please investigate this?

BR

Hello, I am interested in purchasing your module, but I need to confirm if it supports the following features for my project.

1) When I create a new client in the CRM, I need the system to automatically create a folder structure like this: Client Name > Projects > Project A / Project B > Agreements / Reports.

2) I want to give clients access through a unique link, and I need to be able to control their permissions (view only, upload only, or full access).

3) I need clients and staff to be able to upload and download documents in each folder.

4) It’s important to have a search function to find files by name, date, or file type.

5) I also need to track who uploads or deletes files and when (audit log).

6) Can documents like PDF, Word, or Excel be previewed in the browser without downloading?

7) In the future, we may want to send contracts from this module for e-signature. Is this supported or possible to add?

Lastly, is it possible to export any documents or reports to PowerPoint format for manual editing?

Thank you in advance! Let me know which of these features are already included and which may need customization from my side

Hello, why the staff with complete permission roles can’t upload files? also there is no share function?

Hello,

I was going through the screenshots and i saw different themes and stylings for the module.

But when i opened the demo, i only saw the old styled version.

Is that changeable? I liked the dark theme one

Can each user share their files?

Is it possbile to share mounted ftp’s and share links ?

Hi..

I have some presale Questions,

1. Can we share links with customers where they can UPLOAD files,so a Admin can view,

2. Is It possible we create a Checklis of Items to Customer to upload,.,Different Folders maybe.

3.Is there a way Customer and Admin can review the files,Maybe leave a comment regarding the file,,If its not good quality we can mark them ..or comment..

4.Is there a way we can integrate to the leads on PERFEX or any other module..

can you link this to projects?

I dont see pdf prewie..

Can be link to storage wasab or bunny cdn?

hi GreenTech_Solutions, can we expect to have this for RISE CRM. It’ll be great

demo is not properly working… when i click folder three tier its not opening ?

I have tried to upload the documents through “File Manager” and placed the docs to “public” , and then I realized that I cannot find and manage them in “Managing File” and “Managing Download”, the pages are both empty.

Also, any docs uploaded to “Shared” doesn’t appear properly in the folder, but if it upload the same file, it did ask me to replace the original one or not.

Please help me to fix it.

Thank you!

Hello, can be possible forward file by email to client?

I cant add, ppt, xls, xlsx, doc, docx to the File types to enable with “New file” setting. Please help!

Hye, i already email a few weeks ago regarding the issue of the icons is not loaded. but until now, no reply. Please assist me regarding this issue.

Pre-sales question. Can i share a file within a file to the client portal, so that clients can take pictures of receipts and upload it straight in that file?

hi there, in the Demo site, I am unable to preview PDF, PNG, EXCEL and other types of documents..