Home MarketpulseOS File Sharing Module Article
Welcome to the user guide for the My Folder in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module.
Use to Upload your own files/ folders
1.1.Upload files
Select the folder to upload files -> right click -> select the Upload files function
1.2.File sharing- Step 1: Select the file you want to share -> Right-click -> Select the Share function
- Step 2: The system will display the screen Manage Sharing -> Select the function ADD
-Step 3: The system continues to display the Share screen with 3 options: Share for employees, share for customers and share to the Public folder. If sharing for employees, go to Step 4. Share for customers, go to Step 5 and go to Step 6 if you want to share publicly
-Step 4: If sharing for employees, select the Staff data -> Proceed to enter the necessary values -> Then select Save to perform the sharing operation for employees or select Close to cancel the operation just done. display and return to the previous screen
*Note:
ØThe Expiration date applies field is used to bind the file display time when sharing. If you choose to extend the time and select the Delete file when finished function, the system will automatically delete the file on time, no longer viewing or downloading the file.
ØThe Download limit applies field is used to limit the display time of the file when downloading. If you choose to extend the time and select the Delete file when finished function, the system will automatically delete the file on time, no longer viewing or downloading the file.
ØThe Permission field contains the permissions that the person sharing the file can affect the file in the system.
ØThe data after being shared successfully will be displayed on the screen of the employee's Shared folder
-Step 5: If sharing to a customer, select Client data -> Enter the necessary values -> Then select Save to perform the sharing operation for the customer or select Close to cancel the operation just done. display and return to the previous screen
*Note:
ØThe Expiration date applies field is used to bind the file display time when sharing. If you choose to extend the time and select the Delete file when finished function, the system will automatically delete the file on time, no longer viewing or downloading the file.
ØThe Download limit applies field is used to limit the display time of the file when downloading. If you choose to extend the time and select the Delete file when finished function, the system will automatically delete the file on time, no longer viewing or downloading the file.
ØThe Permission field contains the permissions that the person sharing the file can affect the file in the system.
ØAfter successful sharing, the data will be displayed on the screen of the customer's Shared folder
-Step 6: If sharing is public, select Public data -> Proceed to enter the necessary values -> Then select Save to perform the sharing operation and continue with step 7 or select Close to cancel the operation just done. display and return to the previous screen
*Note:
ØThe Expiration date applies field is used to bind the file display time when sharing. If you choose to extend the time and select the Delete file when finished function, the system will automatically delete the file on time, no longer viewing or downloading the file.
ØThe Download limit applies field is used to limit the display time of the file when downloading. If you choose to extend the time and select the Delete file when finished function, the system will automatically delete the file on time, no longer viewing or downloading the file.
ØThe Permission field allows the Download permission that the person sharing the file can use for the shared file.
ØThe Password field allows the person who is sharing the file with the password to use this password to download the data to the computer.
-Step 7: After successfully saving the data -> Proceed to choose to edit the newly created data line to add emails to customers who are not in the system
-Step 8: The system will display the Share screen -> Proceed to select the Email function to send email to share the corresponding file to the customer
*Functionused to copy the file address to share
-Step 9: Enter the correct email address of the customer -> Select Save to proceed with sharing data for the customer or select Close to cancel the operation and return to the previous screen
1.3.Delete files
Select the file to delete -> Select the right mouse button -> Select the function Into trash
*Note: Deleted files will be stored in the Trash folder. To delete the file completely, go to the Trash folder and select the file to delete -> select Delete. Or we can also restore the file with the Restore function
2. Shared Folder will show the files/folders that other employees share with you
Folder will show the files/folders that other employees share with you
[ 1 Out of 1 Found Helpful ]
Submit a ticket and we’ll get back to you as soon as possible.