Documents · Marketplace module
The file. Then the version
Files on the client and the project you already have. Share to the portal they already have.
UploadVersionClientProjectShare
Same file. Next version.
Not a second product
Files stay on the client you already keep. The portal they already have.
01
A versioned file
Same title on the same client becomes v2.
02
Share to the desk
CRM Plus portal if it is on, otherwise Client Portal.
03
Free
Any plan. No trial, no licence.
Questions
Is this a module for Zoliax?
Yes. Documents is a Marketplace module. A simple file shelf, not a separate cabinet.
Does it hide when CRM Plus is on?
The staff desk stays. Shared files go to the CRM Plus portal.
Upload the next file in the workspace
Free on any plan.