The document page lists all the documents you have uploaded to the CRM. These are grouped into three collapsable views (Member documents, Smart Group documents and Admin documents). You can therefore control who can see and download the files. Documents can be published or saved as draft.
- Upload files and share with members and/or admins
- Microsoft Word, Excel, PowerPoint & PDF are supported
- Publish/Unpublish instantly
- List of files are organised by audience type and filterable by file type
- Download feature
- Choose to disable this feature for members if required