Document user interface

Workspace

User can categories files using workspace .

Favorite option

User can make favorite their document.

Upload, Add url, Create Request.

User can upload their document into document management module and able to add file using url.

Upload interface

User can upload their document into document management module, give access to specific users, able to choose workspace and auto delete option.

Add url window

User can add file using url.

Create Request

User can request file to other users .

Various filters

User can easily filter files using file type and favorite.

Workspace

User can create unlimited workspace.

Trash feature

Users can move documents to the Trash for recovery later or delete them permanently if needed.

Additional Options

Users can access these additional options from the dropdown.(You can visible lead and task options based on the installed modules.)

Request feature

User can request document to other users .

Trash Limit

The user can specify the number of days for files to remain in the trash. .

Incoming Requests

The user can view the document that was requested.

By using the "Accept" button, the user can accept the request.

By clicking that button you will get a popup window like this to upload the document.

After accepting the request the state will change to accepted .

From their customer account, the user can view the requested document as follows.

The user can choose to accept or refuse the document request right there.

The user can download the document request right there.