Sharing of Files & Folders

The Library module helps you easily collaborate and share your documents within and outside your organization in a secure manner.

1. You can create a link for the folder/file by clicking on icon.

2. Once the link is generated, you can set the access details of the folder/file as per your requirement by clicking on the Link. Clicking on it will pop up a new section from where you can:

A. Copy-paste the link

B. Set the access criteria

C. Send the link to specific users.

A. Copy-paste the link.

• • You can copy paste the link to your email or IM client.

B. Set the access criteria.

• • Set Password: Protect your link by setting a password.
  • Set Expiration: Choose an expiration date, after which the link will no longer work.
  • Set Restriction: Restrict usage of the folder or file by turning the download option on or off.

C. Send the link to specific users.

• • Send To: You can choose the recipient name among the different users of the CRM.
  • Message: You can write a brief message about the folder/file.

Other Functions

• Shorten URL: If you have an account in Bitly, then you can shorten the link of the folder/file. Clicking on the Shorten URL option will pop up a new section where you need to provide the Bitli Username and Bitli Api Key for shortening the URL.
• Access Type: You can set the Access Types of the file/folder.