Document Manger

Effortless Document Management with Document Manager: Elevating Collaboration and Storage

Introducing Document Manager – your agency’s gateway to a streamlined and efficient document management experience. This feature is designed to simplify the process of uploading, storing, and collaborating on files, providing agents with a powerful tool to enhance client interactions and team collaboration. Let’s explore the key functionalities that make Document Manager an essential component for modern agencies.

Seamless File Uploads to Client Profiles

With Document Manager, the process of uploading files to client profiles becomes a seamless and user-friendly task. Agents can effortlessly attach relevant documents directly to client profiles, ensuring that all essential information is centralized and easily accessible.

Integration with OneDrive and Dropbox for Enhanced Flexibility

To elevate document management further, Document Manager seamlessly integrates with popular cloud storage platforms such as OneDrive and Dropbox. This integration allows for automatic folder creation within these cloud storage solutions, ensuring that every client profile has a dedicated and organized space for their documents.

Automatic Folder Creation for Efficient Organization

Upon integration with OneDrive or Dropbox, Document Manager takes the hassle out of manual folder creation. Each client profile generates an automatic folder within the connected cloud storage platform. This not only saves time but also ensures consistent organization, making it easy for agents to locate and manage files effortlessly.

Efficient File Syncing for Real-time Collaboration

Document Manager goes beyond mere storage by facilitating real-time collaboration. Files uploaded to client profiles are seamlessly synced with the integrated OneDrive or Dropbox folders. This ensures that the entire team has instant access to the latest documents, fostering collaboration and eliminating version control issues.

Benefits for Effective Collaboration and Storage

  1. Centralization: All documents are centralized within client profiles, eliminating the need to search through multiple platforms or systems.

  2. Organization: Automatic folder creation and syncing maintain a well-organized structure, making file management efficient and intuitive.

  3. Collaboration: Real-time syncing enables team members to collaborate effortlessly, ensuring everyone is on the same page.

  4. Integration: Integration with OneDrive and Dropbox enhances flexibility, allowing agents to leverage the cloud storage platform they are most comfortable with.

Alert: System Update – Temporary Downtime on 27/12/2023(4:00 pm – 6:30 pm)SYD Time

Please be assured that this downtime is planned to optimize our systems, enhance security measures, and implement important updates. We understand the importance of our services to your operations and apologize for any inconvenience this may cause.