Document Library

It is always great to know where you can find your important documents when you need them urgently. Soffront Document Library provides you with a platform to store your Documents in one place where you can easily find them and use them in your daily CRM activities. You can store important documents, share them with other users and link them in Emails and Templates. It is a complete document management solution. Read more.

Please navigate to the top menu under the Sales / Marketing tab and click on the Library

Add a new Document

You will be able to upload the following Document type such as :

• Word
• PDF
• PowerPoint
• Excel
• All types of documents except .exe, .bat, .sh

Note: The file should be 50 MB or less.

1. To upload a new document, click on the Add button on the right-hand side screen.
2. Click on Browse, select a document and then click on the upload button.
3. The new document will be added to the Document list view page.

Following columns of information are displayed for each document.

• Name: Name of the Document
• Type: Document type can be PDF, Word, PowerPoint, and Excel.
• Owner: User who has uploaded the document, and will have permission to share and update the document
• Modified: Date when the document was last updated or modified.

Each document has the following options in its Actions shortcut menu.

This icon will help you to delete or remove any new folder under My Assets list.

Note: Only tenant admin can share or delete a document. 

re a Document

You will be able to share documents with other internal users, leads or external contacts through Email.

1. Select the document you want to share then click on Share icon from the float menu.
2. The share with dialog box shows up
3. Here you can add the email address of the people you want to share the document with. Then click on send.

4. The receiver will get a notification email with the link to download the document.