🏆 File Sharing Module for Perfex CRM

An integrated document & file-sharing solution for Perfex CRM. Seamlessly upload, version, share and manage files with clients, teams and vendors—all within the familiar Perfex workspace.

🚀 Overview

The File Sharing Module for Perfex CRM enhances the core CRM by embedding file-management capabilities: store proposals, invoices, contracts, images or any file type; share access with clients or internal users; control permissions, track downloads and keep everything tied to leads/projects. It’s ideal for agencies, consultants, law firms or any business that needs to manage documents alongside CRM workflows.

Real-world use cases include: handing over design assets to clients, sharing scanned purchase orders with vendors, tracking versions of contracts signed by multiple parties.

Target users: Businesses using Perfex CRM who want to unify file/document workflows with CRM records without relying on external file-sharing tools.

✨ Key Features

• Upload & Attach Files: Drag/drop upload, attach to leads, clients, projects, invoices or tickets.
• Version Control: Automatically track file revisions, view history, revert to previous versions.
• Client Access Portal: Share folders/files with clients; control permissions (view/download/upload).
• Internal Permissions: Define roles & permissions inside Perfex: who can upload, delete, view or share.
• Download & Activity Tracking: See who downloaded what file, when. Generate reports by user, file type or period.
• Link Sharing: Generate secure shareable links (optional expiration) to files or folders.
• File Tags & Search: Add tags, full-text search over file names/metadata; filter by type/date/project.
• Storage Options: Store files locally or configure remote storage (S3, Dropbox, FTP/FTPS) depending on module version.
• Notifications: Alerts when files are uploaded, versioned, downloaded or shared with external parties.
• Bulk Actions: Bulk upload, delete or share; export file lists for audits.

⚙️ Technical Stack

• Platform: Perfex CRM (CodeIgniter/PHP)
• Backend: PHP 7.4+ (matching your Perfex version) with new tables for file metadata, versions and shares.
• Frontend: HTML5, CSS3, JavaScript for drag/drop UI and file listing components.
• Database: MySQL/MariaDB for metadata; files stored on disk or remote storage.
• Security: Secure permissions, upload validation, CSRF protection, role-based access with Perfex’s existing user model.
• Storage Integration: Optional: AWS S3 SDK or Dropbox API for remote storage if configured.

🧩 Installation Guide

1. Backup: Backup your Perfex files & database before installation.
2. Upload Module: Copy the module folder into /modules/File_Sharing or equivalent path.
3. Activate: In Perfex CRM admin → Setup → Modules, enable “File Sharing”.
4. Configure: Navigate to module settings: set storage type (local/S3), max file size, default permissions, notification preferences.
5. Permissions: Assign roles in Setup → Staff → Permissions for file-sharing actions (Upload/Delete/Share/View).
6. Test: Upload a sample file, share with a client or staff account, verify download auditing and link expiry functionality.
7. Go Live: Use the module alongside your CRM workflows—attach files to projects, leads, clients and manage documents centrally.

📦 Deliverables

• Full module source code compatible with Perfex CRM.
• Documentation: installation, configuration, storage options, user menus.
• Sample data: tags, dashboard widgets for file usage and storage stats.
• Optional: Developer guide for customizing UI or integrating with remote storage APIs.

📱 Supported Platforms

• Web: Compatible with major browsers (Chrome, Firefox, Edge, Safari) when using Perfex CRM.
• Server: Linux/Windows hosting supporting Perfex CRM PHP version, file-storage writes, and optional S3/FTP integrations.

🧠 Notes

• License: Check module vendor details—often provided under a commercial license or GPL; verify domains and redistributions.
• Customization Tips: You can add custom file types, integrate with external document-management systems (e.g. SharePoint/Google Drive), modify UI views via Perfex module override.
• Storage & Performance: Large volume files benefit from remote object storage (S3) and CDN for downloads; monitor disk quota and audit usage reports.

👨‍💻 Original Developer Credit

Please credit the original module author/developer listed in the marketplace from which you acquired the module. Follow their attribution and update policies.

🔒 Disclaimer

This module is a third-party extension for Perfex CRM. It does not modify core CRM business logic but extends its functionality. Ensure you verify compatibility with your specific version of Perfex CRM, maintain backups, and test on a staging environment before production deployment. The provider/distributor is not liable for data-loss or business interruptions caused by module use or updates.