SLA24 Documentation

Document Manager

Store your Employee and CRM contacts’ detail documents or any other company documents through the WordPress Document Manager Plugin for WP ERP.

This WordPress File Manager for WP ERP allows you to do the following:

  • Supports all file formats.
  • Displays logos according to file type.
  • Only list view available now, no thumbnail preview.
  • Upload file size can be limited from WP settings.
  • Multiple simultaneous file upload support.
  • Progressbar.

Upload pictures, PDFs, Word files, ZIP files, spreadsheets and more of any format with WP ERP Document Manager extension.

You can store documents both in your HRM and CRM module.

For CRM – As an admin/manager

Navigate to WP Admin Dashboard → WP ERP → CRM→ Contacts/Companies→Select an contact/company. Click open a profile. You will see a Documents tab on the far right.

Click on the Documents tab. Click on the Upload button, then select one or multiple files to start uploading on the profile.

You can watch the progress as you upload your documents.

You can also view a list of everything you upload in chronological format.

This list shows you the name of the file, when it as uploaded, who created, and the size of the file.

You can also select one or few documents with check-boxes and move them to another folder or delete from the user’s profile.

Create Folders

You can also create separate folders to store several files together that belong to the same topic or category.

Simply click on Create Folder.

You will be asked to enter a name of the folder.

You will find the new folder above the list. Now you can select the files you want in this folder and move them.

To do this, select the files from this list and click on Move To. Here select the folder where you want the files to be, click on Move, and it will be automatically shifted.

Or you can also upload new files inside the folder.

Click on the folder to open and click on Upload.

You can also create unlimited sub-folders inside folders, just like Google Drive.

You can even create folders within sub-folders.

You will also see a navigation bar just like your Mac or Windows system on top of the files to jump between locations.

The functions will work the same way for Companies.

Navigate to WP Admin Dashboard → WP ERP → CRM → Companies → Select a company and open the profile → Click on the Documents tab.

For HRM – As an admin/HR manager

Navigate to WP Admin Dashboard → WP ERP → HR → Employee → Select and employee → Documents.

Upload as many files in multiples. Or creates as many folders as you like.

You can also search for files using the Search button.

You can also select all or few documents and choose to delete or move them together to another folder.

As an Employee

All operations are basically the same. Files uploaded by the employee will have default ownership to the user.

Employee will also be able to see files uploaded by admins in his/her profile.

Storing all company documents

To store all HR related and company files, navigate to WP Admin Dashboard → WP ERP → HR → Documents. Here you can see the name of the files and folders, when it was created or modified, who created, and the file size.

Here you can upload, store, and search all your company documents.

You will also be able to select docs and move to another folder, or delete.

That’s all about configuring Document Manager for your HRM and CRM modules.

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