Share File & Folder

Posted on 2025-07-04 Updated on 2025-07-04

Guide: Share File & Folder

Welcome to the user guide for the Share File & Folder in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module.

Share File & Folder

View permission:  can only view and download files

View + Edit permission:  Download, view detail and edit file content; edit folder name

Share to Staff

  • Step 1. Go to Spreadsheet Onlinemodule from the left sidebar -> Select the file/folder to share.Orright-clickat the file/folder that you want to share and click on the Share ->The system displays the Manage Sharingpopup -> Click on the Addbutton.Manage Sharing: manage the shares of the respective file or folder, you can edit or delete the shares.
  • Step 2.In the Add New Share, fill the following detais and  click on the Savebutton1. Select the Staff2. Select the Department Share3. Select the Staff Share4. Enable/Disable the permission: View,Edit

Share to Customer

  • Step 1. Go to Spreadsheet Onlinemodule from the left sidebar -> Select the file/folder to share.Orright-clickat the file/folder that you want to share and click on the Share ->The system displays the Manage Sharingpopup -> Click on the Addbutton.Manage Sharing: manage the shares of the respective file or folder, you can edit or delete the shares
  • Step 2.In the Add New Share, fill the following detais and  click on the Savebutton1. Select the Customer2. Select the Client Groups Share3. Select the Client Share4. Enable/Disable the permission: View,Edit

Found this article helpful?

[ 0 Out of 1 Found Helpful ]

Still no luck? we can help!

Submit a ticket and we’ll get back to you as soon as possible.

Support Chat Available
Account login is required to start, please login to your account to proceed.