Document Manager

Memba CRM provides the possibility for you to upload documents to share with your members or your team.

A powerful and secure way to share information with members.

Any admin user is able to upload files to share with your members. When uploading a file, the Admin user can choose the audience that the file will be shared with. The options are:

• All Members

• Members of a specific organisation

• All Admin

• All Members of a specific Smart Group

Additionally, the following file formats are supported.

• Microsoft Word

• Microsoft Excel

• Microsoft PowerPoint

• PDF

• Image files (.jpg, .png)

The screenshot shows the document management view.

The above image shows the administrator view of the document manager. New documents can be added and existing ones downloaded or unpublished. The view shows the audience (who can see the document) and controls for publishing, editing or deleting.