The mechanism of working with documents in the system
Where can I find a detailed description of working with files in the MVP version system? Questions of particular interest:
1. How user access to folders is configured
2. What means can be used to preview files (without downloading).
3. Is it possible, being a user of the system (not an administrator), to add files to a folder and give access to editing / viewing / etc. only to certain employees (employees may be different each time)
Original question is available on version: ru
1. How user access to folders is configured
2. What means can be used to preview files (without downloading).
3. Is it possible, being a user of the system (not an administrator), to add files to a folder and give access to editing / viewing / etc. only to certain employees (employees may be different each time)
Answers:
Good afternoon Lily.
Here is a video material on all updates regarding files:
https://www.youtube.com/watch?v=y5ydgFtsDjs
Regarding your questions:
1. Access to files is configured through the contact's access rights.
Through access rights, you can configure:
- Access to all folders and files.
- Access to folders and files that do not have an author, for example, files when imported from letters or audio recordings of telephony conversations.
- Access to folders and files of a certain employee.
- Access to folders and files that you created directly.
2. File preview can be implemented through standard mechanisms, or by viewing a Google Docs document (mainly xls/xlsx files).
Also, document preview can be configured directly in the browser.
3. Unfortunately, there is no such possibility, you can only give access to all folders / files of a certain employee. You cannot give permission to a specific file or folder.
Here is a video material on all updates regarding files:
https://www.youtube.com/watch?v=y5ydgFtsDjs
Regarding your questions:
1. Access to files is configured through the contact's access rights.
Through access rights, you can configure:
- Access to all folders and files.
- Access to folders and files that do not have an author, for example, files when imported from letters or audio recordings of telephony conversations.
- Access to folders and files of a certain employee.
- Access to folders and files that you created directly.
2. File preview can be implemented through standard mechanisms, or by viewing a Google Docs document (mainly xls/xlsx files).
Also, document preview can be configured directly in the browser.
3. Unfortunately, there is no such possibility, you can only give access to all folders / files of a certain employee. You cannot give permission to a specific file or folder.
02.10.2020, 13:30
Original comment available on version: ru
I am interested in the answer to the question under number 3 - how much does it cost if finished? The standard solutions are not suitable.
06.10.2020, 09:47
Original comment available on version: ru
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