Alexa Best Small and Medium Business CRM Software - ConvergeHub

File Details

Clicking on a file will redirect you to its dedicated page. Here you can find all the crucial information of the file such as history, properties and shareable link.

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  • You can add Partners, Leads, Accounts, Contacts and Deals related to the file by clicking on this Sub-Panel option.
  • You can navigate away to the previous page by clicking on convergehub
  • You can send the file through DocuSign option.
  • You can do multiple actions to the file by clicking on the drop down file option.
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  • You can download the file by clicking on convergehub.
  • You can view the history of the file such as the users who have shared the file or downloaded it. Clicking on convergehub will pop up a new section showcasing all the details.
  • You can get a customized link for the file by clicking on the option. The link can be used to share the file with others.
  • You can set the access type for the file. At present the file is open to anyone with the link and also view able to the collaborators.
  • You can view the number of collaborators existing for the file. In the above-mentioned example, there is no collaborator added to the file so the number is 0. When you add collaborators, the number will automatically increase.
  • You can invite collaborators to the file by clicking on convergehub or convergehub.
  • You can view details of the file such as name, description, owner, size, creation and updated date. Clicking on convergehub icon will pop up a new section showcasing all the information.
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