🚀 Supercharge Your Productivity with The FileManager™! 📂
Check out this Act! Add-on for document storage!
👉 Filemanager (Act! Add-On):
📁 Create an intuitive file structure tailored to your needs in minutes.
🔍 Easily locate any document associated with your contacts or companies in seconds.
🖨️ Seamlessly scan and attach documents directly to your desired folder.
🌐 Access your files from various locations, including local drives, servers, VPN connections, and cloud storage platforms like Dropbox, OneDrive, and more.
📧 Share documents effortlessly via email or within Act! CRM.
🔒 Rest assured knowing your documents are securely stored and easily accessible whenever you need them.
👉 Free Trial : https://corelogix.ca/filemanager-trial-request/
🌐 FileManager Web Page: https://corelogix.ca/products/act-addons/filemanager/
For more insights 📊 from Corelogix—your CRM and productivity experts—visit https://corelogix.ca
Time Stamps:
0:00 - Introduction to Filemanager
1:27 - Where will your documents be saved?
4:35 - Copy, Scan, or Email documents
7:25 - Filemanager Button, free form window
7:50 - Save Files right to Filemanager from any file
9:45 - "Utilities" Setup File structure
10:58 - Link Contacts or Companies
11:50 - "Setup" Sub Folders
11:28 - Migrate documents
13:35 - Conclusion