Guide: Share a file via link Welcome to the user guide for the Share a file via link in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Share a file via link - Step 1: - Step 2: If sharing is public, select Public data -> Proceed to enter the necessary values -&...

Guide: Manage Downloads Menu Welcome to the user guide for the Manage Downloads Menu in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Manage Downloads Menu Select the File Sharing module -> Select the Manage Download menu -> Manage Download chart used to mana...

Guide: Manage Sharing menu Welcome to the user guide for the Manage Sharing menu in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Manage Sharing menu ØThe Manage Sharing screen is used to manage shared files. ·For files that have reached the number of extended dow...

Guide: Public folder Welcome to the user guide for the Public folder in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Public folder The files / folders in public are only for internal use in the company, so all employees can see. Will not be able to share Only aut...

Guide: My Folder 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. My Folder 1. My Files Use to Upload your own files/ folders 1.1.Upload files Select the folder to upload files -> right click -> select the Upload fi...

Guide: Client Files Welcome to the user guide for the Client Files in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Client Files Client Files will only allow Admin to see all the files that the client has uploaded Admin can Open / Download / Preview ,.. files / fold...

Guide: Permission to show / hide the File Sharing menu screen for employees Welcome to the user guide for the Permission to show / hide the File Sharing menu screen for employees in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Permission to show / hide the File Sha...

Guide: Personal authorization Welcome to the user guide for the Personal authorization in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. Personal authorization The Personal Permissions screen will manage the rights of employees and customers if not using shared perm...

Guide: General decentralization Welcome to the user guide for the General decentralization in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module. General decentralization The general permission screen will include functions such as setting the file type that can be displ...