Document user interface.

User can categories files using workspace

User can make favorite their document.

User can upload their document into document management module and able to add file using url.

User can upload their document into document management module, give access to specific users, able to choose workspace and auto delete option.

User can add file using url.

User can request file to other users.

User can easily filter files using file type and favorite.

User can easily retrieve files after delete trash facility available.

Users can access these additional options from the dropdown. (You can visible lead and task options based on the installed modules.).

User can request document to other users.

The user can specify the number of days for files to remain in the trash.

The user can view the document that was requested.

By using the "Accept" button, the user can accept the request.

By clicking that button you will get a popup window like this to upload the document.

After accepting the request the state will change to accepted.

From their customer account, the user can view the requested document as follows.

The user can choose to accept or refuse the document request right there.

The user can download the document request right there.

Access Document Template Requests Directly from the Customer Portal

Create and Manage Portal-Based Document Requests with Status Tabs

Track Submitted Document Template Requests and View Approval Status