Document Management
Section: Operations
URL:/admin/document_management
Page title: Document Management
Overview
Document Management provides a centralised file repository with folder hierarchy, version control, approval workflows, and digital signature support. Documents can be shared with clients through the customer portal.
Business value
Replaces scattered file shares with a structured, auditable document system inside the CRM. Approval and signature workflows ensure nothing is sent to clients without the right sign-offs.
- Who uses it: Operations, legal, finance, account managers, clients
- Key benefit: Single source of truth for all business documents with built-in approval and e-signature flows.
- Metrics it influences: Document approval cycle time, contract turnaround time, compliance audit pass rate
Typical use cases:
- Legal uploads an NDA template; sales manager sends it to a prospect for signature
- Finance stores monthly reports in a client-specific folder with controlled access
- Operations runs an internal approval workflow before publishing a procedure document
- Client accesses their documents via the portal without needing to email back and forth
Accessing this module
From the admin sidebar, navigate to Document Management, or open the URL directly:
/admin/document_management
Key concepts
| Concept | Description |
|---|---|
| Folder | Hierarchical directory for organising documents |
| Document | A file (PDF, Word, image, etc.) stored in the system with metadata and version history |
| Approval Request | A structured review process requiring one or more approvers to sign off before a document is finalised |
| Sign Request | A digital-signature request sent to internal staff or external contacts |
| Client Portal Access | Clients view documents shared with them at /client/document_management |
Common actions
- Create folder — organise documents into a folder tree per client, project, or category.
- Upload document — drag and drop files or use the upload action; set permissions and description.
- Edit document — open the CKEditor5-powered inline editor for text-based documents.
- Start approval workflow — initiate an approval request and assign reviewers with deadlines.
- Send for signature — create a sign request and send it to the required signatories.
- Share with client — grant client portal access to specific folders or documents.
- Set automatic reminders — configure reminder notifications for pending approvals or signatures.
Source: crm-connect-main/app/modules/document_management