The Documents module allows you to publish and receive documents.
As a Partner using the Client Connect module, the following features are available to you:
- Upload documents: You can create a Document Folders containing one or multiple files. When creating a Document Folder, you can define the document type and frequency. Use the approval workflow for reviewing the documents.
- Track and update Files: You can have a 360-degree view of a file across Document Folders, and partners. If needed, you can also update files across multiple Document Folders.
- Collaborate with internal members: Add comments for team members or view comments entered by your team on any document.
- Publish and track usage: Publish Document Folders to one or more clients and track who has viewed the document.