Effortlessly Manage Your Documents with BV Multifile Add-on for SuiteCRM
In today’s fast-paced business environment, organizing documents efficiently is crucial. The BV Multifile add-on by Brainvire Infotech Pvt. Ltd revolutionizes document management within SuiteCRM, providing an enhanced and dynamic approach to handling files.
Seamless File Uploading
One of the standout features of BV Multifile is the ability to upload multiple files of any extension using a single file field within SuiteCRM. Users can just drag and drop files directly into the CRM interface, simplifying the task of managing large volumes of documents. This intuitive process is demonstrated in the image below:
Once uploaded, these files are systematically organized within the CRM’s upload folder, neatly arranged by record ID and field name.
Email Integration with Workflows
The BV Multifile add-on also extends its usefulness by allowing the integration of file attachments in email workflows. Users can customize their workflow actions to send emails complete with attachments, specifying recipient details for a streamlined communication process. Here’s a glimpse of how to set it up:
Personalize your email communications using CRM email templates, which can include merge fields for a customized touch.
Efficient Storage Management
Efficient storage management is another key feature of this add-on. Users can specify a timeframe for files to be automatically deleted after a certain period, preventing unnecessary build-up of outdated files in the CRM system. This helps keep the system clean and responsive.
The Simplest Way to Work
BV Multifile not only organizes and manages files within SuiteCRM but also integrates effortlessly with other workplace apps. Glances offers real-time insights, making BV Multifile your go-to hub for comprehensive document management and customer engagement.
To explore the full capabilities of the BV Multifile add-on, consider requesting a demo from Brainvire Infotech Pvt. Ltd. Discover how you can transform your document management practices and improve productivity across your organization.
For more details, visit the SuiteCRM Store.