FyreDocs
Document Management for Pivotal CRM
Whether your business requires regulatory review of customer documentation, legal and contract management or you simply need to organize customer documents, a document management solution is an inevitable need. Most organizations employ a shared library of documents on an intranet or LAN. Some organizations invest in point solutions that address all document management needs. Either of these approaches leaves out one central need: storing the documents in the context of the enterprise CRM system.
FyreDocs for Pivotal was built on the standard document library platform provided by Windows Sharepoint Services (WSS). FyreDocs presents its users with a fully integrated user interface from the Pivotal Rich Client (web interface). All of WSS’s functions are made available to Pivotal users without leaving the Pivotal user interface.
Sales Force Automation
Document uploading without adding size to the Pivotal database. All documents are stored within their own SQL database.
Configurable attributes (up to 32 items per document) to further categorize your customer documents (e.g., legal, proposal, contract, etc.)
Search for documents based on document name, attributes, content within the document, by customer, contact, opportunity, etc.
Attach documents to ANY object within Pivotal by simply adding a new Web Tab (i.e., see the documents as a new tab directly on a Pivotal form<
Check-in and Check-out documents to lock down files for editing
Versioning of documents presents the history of a document and allows restoring of prior versions
A security model allows you to define which users can see certain documents
Open API and Microsoft documentation used to extend functionality to other systems and users across your organization.