“File Sharing module for Perfex CRM” Documentation by “greentech_solutions” v1.0.6


“File Sharing module for Perfex CRM”

Created: 2021-03-31
By: greentech_solutions
Email: hungtx.gsts@gmail.com

Thank you for choosing File Sharing module for Perfex CRM. If you have any questions that are beyond the scope of this help file, please feel free to email us via contact form here.


Table of Contents

  1. Upload & activate the module
  2. How to use File Sharing module

A) Upload & activate the module - top

    * Prior starting installation, please make sure that no open_basedir restriction is applied at your PHP configuration and that shell_exec is enabled. Whereas in 95% of the hosting providers around, got a proper config that includes the above guides, you may need to adjust your PHP configuration settings if your provider offers these settings disabled by default.

    - Steps of Installation:

  1. Extract your downloaded file contens. You will notice a folder called "documentation" and a new zip file, called "upload.zip". Since "documentation" folder contains this readme file and helpful instructions that are not needed in your Perfex CRM's installation, we will focus on the "upload.zip" file.
  2. "upload.zip" contains the module files (in a module format) that you upload in Perfex CRM's Modules installation section.
  3. Go to your Perfex CRM's Admin area and select the following menu item: SETUP > MODULES.
  4. Select the extracted upload.zip at Module installation selection prompt and press INSTALL.

  5. Find the newly installed module and press ACTIVATE.
  6. You will be told that module is successfully activated.
  7. If the version you have downloaded is larger than the current version, please click UPGRADE DATABASE (if available)


  8. That's it! You are now ready to start using the module.


B) How to use File Sharing module - top

I. Staff

  1. Create new file or folder.
  2. Upload file: You can select or drag files from your device.

  3. Delete file.
  4. Share file.
    If you share a file, you should create a folder to hold the files and then share that folder - Share for staff. - Share for client. - Share for public. - When you are finished sharing it can then be viewed again in the sharing menu and you can edit sharing in there. + Edit sharing. - When you are shared the file, it will show up in shared folder.
  5. Download management.
    - Show download logs.
  6. Sharing.
    - Show sharing logs.
  7. Setting.
    - General:
    + Allowed extension.
    + Maximum size per upload.
    + Maximum number of storage months.
    + Permission.
    + Notification.
    + Visible.
    + If checked, the customer will see the file sharing module.
    - Configuration
    + List.
    + Add new configuration. If an staff or customer has not been configured then the default will get permissions in the general tab.

II. Client

  1. View the file shared to client.
    - Client can upload in the file shared to client. - The client cannot share the file.

III. Public

  1. Get file.
    - If you have a password, you'll need to enter it to continue downloading.


Once again, thank you so much for purchasing this module. We will be glad to help you if you have any questions relating to this module.

GreenTech Solutions

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