Document Manager

Store your important documents in the safest and most secure document manager.

Document Manager in FinCRM

Don’t Worry About Document Privacy

Technology has revolutionized document storage. Cloud storage services are a preferred way of storage rather than physical storage, but the users are either concerned about the cost of this service or security of their data. Document manager in FinCRM is an effective solution to this problem. You can store all your important documents in document manager with the highest privacy. One of the differential peculiarities of this document manager of our CRM software is fully encrypted. Availing our services also doesn’t give us the freedom to access your data, that’s how secure it is!

Have Centralized Access to All Crucial Documents

Manually handling all the confidential documents can be laborious & maddening and finding them at the required time can be even more tiring. This centralized place to save all your documents in Document manager of FinCRM can turn this tedious task into an effortless job. We consider that saving and finding all the important documents would not have been this easy earlier without FinCRM.

Save Document in the Document Manager
Document Access Control

Share Documents with Assigned Employees

Not every document is useful for everyone and should not be accessed by all the employees. That’s why FinCRM document manager offers access control. In effect of this, we facilitate to assign employees to whom they want to grant access. Simply share documents with employees based on project requirements or hierarchy in the firm in the most secure and reliable way ever.

Upload and Save Files of Multiple Formats

An important document can be in any format and every document must be stored safely, irrespective of its type, i.e. gif, jpeg/jpg, png, docx/doc, mp3, mp4, mkv, xlsx/xls, zip, rar, pdf, txt, csv. You never want to juggle between applications to find your documents and FinCRM religiously takes care of that. Document manager in FinCRM can be used to save any format of documents and lessen your shuffling between several windows to find it. Store any documents within CRM software in just a few clicks with excellent privacy and reliability.

Save Any Format of Documents
Request Admin to Delete File

Control Authorization to Delete Documents

Wherever you store your confidential business documents, their security is very important. To meet all the standards of security, FinCRM’s document manager has maker-checker feature to ensure safety and security. Our CRM software doesn’t allow anyone to delete any file directly, irrespective of the access granted to them. One can place a request for document deletion and then admin can delete the document on that request. Hence, be rest assured about the security of your confidential documents after implementing our CRM software.

Document Manager in FinCRM

Don’t Worry About Document Privacy

Technology has revolutionized document storage. Cloud storage services are a preferred way of storage rather than physical storage, but the users are either concerned about the cost of this service or security of their data. Document manager in FinCRM is an effective solution to this problem. You can store all your important documents in document manager with the highest privacy. One of the differential peculiarities of this document manager of our CRM software is fully encrypted. Availing our services also doesn’t give us the freedom to access your data, that’s how secure it is!

Save Document in the Document Manager

Have Centralized Access to All Crucial Documents

Manually handling all the confidential documents can be laborious & maddening and finding them at the required time can be even more tiring. This centralized place to save all your documents in Document manager of FinCRM can turn this tedious task into an effortless job. We consider that saving and finding all the important documents would not have been this easy earlier without FinCRM.

Document Access Control

Share Documents with Assigned Employees

Not every document is useful for everyone and should not be accessed by all the employees. That’s why FinCRM document manager offers access control. In effect of this, we facilitate to assign employees to whom they want to grant access. Simply share documents with employees based on project requirements or hierarchy in the firm in the most secure and reliable way ever.

Save Any Format of Documents

Upload and Save Files of Multiple Formats

An important document can be in any format and every document must be stored safely, irrespective of its type, i.e. gif, jpeg/jpg, png, docx/doc, mp3, mp4, mkv, xlsx/xls, zip, rar, pdf, txt, csv. You never want to juggle between applications to find your documents and FinCRM religiously takes care of that. Document manager in FinCRM can be used to save any format of documents and lessen your shuffling between several windows to find it. Store any documents within CRM software in just a few clicks with excellent privacy and reliability.

Request Admin to Delete File

Control Authorization to Delete Documents

Wherever you store your confidential business documents, their security is very important. To meet all the standards of security, FinCRM’s document manager has maker-checker feature to ensure safety and security. Our CRM software doesn’t allow anyone to delete any file directly, irrespective of the access granted to them. One can place a request for document deletion and then admin can delete the document on that request. Hence, be rest assured about the security of your confidential documents after implementing our CRM software.