Document Management module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script.

Brief description

Document Management Module is a digital solution that helps organizations process, capture, store, manage and track documents. This module helps you organize, maintain, and govern documents from managers and any person who creates or uses them in their business activities. Control and track the entire life cycle of every document with automation, notifications, and auditing.

Module Features

1. Document Hierarchy Management
2. Section Management
3. Share To Me
4. My Approval Management
5. Electronic Signing Management
6. Sharing Management
7. Reminders Management
8. Versions Management
9. Audit Logs Management
10. Upload, Lock/Unlock, Share, Duplicate, Move, Download, Edit, Delete the document
11. Custom Metadata
12. Preview in Image/Word/Excel/PDF
13. Settings:
    • Custom Fields Management
    • Approval Management
    • Other Settings

Demo

Document Management Demo

Set-up

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.

Support

Our support team is always around to help. Feel free to raise a support ticket. Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.

Changelog

Version 1.0.0 / 2024-07-25

    Initial version

Version 1.0.2 / 2026-05-05

    Added email and in-app notifications when files or folders are shared with staff or customers.
    Introduced Share History tracking for Sections, Folders, and Files.
    Enabled search by tags in lists.
    Improved file organization with support for moving files/folders into subfolders within Sections.
    Enhanced download functionality in the file view screen.
    Optimized shared content display by prioritizing shared sections and hiding duplicated items from parent folders.
    Fixed mobile UI issues where audit logs were not fully visible.
    Fixed security issue allowing unauthorized file access via direct links.
    Fixed incorrect path display for shared sections in deep folder levels.
    Fixed various minor issues to improve stability and usability.

Version 1.0.3 / 2026-07-25

    Fixed various minor issues.