File Sharing module for Perfex CRM

Currently, the tool photopea cannot be deactivated.

Currently, the image editor cannot be opened in a new window.

Only in the My Files folder (Your personal folder ) and the Public folder can you upload files / folders

+ For Client File, you can only view files that customers store in their own system. You cannot upload files to this place

+ For Shared, you can also only see files/folders that others share with you. You cannot upload files to this place

+ If you're an employee, it's probably because you don't have permissions. Please check your permissions with admin in the Setting -> general screen and the Configuration screen


There will be files that you can review and cannot review. They will depend on the complexity of the file contents. If the file size is too large, the file will not be previewed

Inside the common folder the company will have a folder containing your files and a folder containing the files that you are shared.

- To be able to share a folder/file with other employees, you need to upload the folder/file into a folder named "My Files"

+ Step 1: Select Go to the folder named "My Files" -> Select the folder / File you want to share -> Select the Share function

+ Step 2: The system will display the Manage Sharing screen -> Select the Add function

+ Step 3: Select the Staff section -> Select the staff to share the file -> authorize View or edit the file or Delete the shared file for the employees

- Employees with whom you share files will see the files in the "Shared" folder

I found the cause of your problem. Looks like you have logged into the account of the employee and the client on the same browser. We fixed it, please check again
One more note, if employees still have problems with shared file permissions, check the permissions you have created for employees at File Sharing -> Settings -> Configuration screen


When entering the allowed extension, you must write the data contiguously and without spaces like the image I provided

If the system still does not allow it, I hope you can provide us with your files, so that we can check the cause. Thank you

You can just create a folder in the admin folder and share that folder for all clients

Then select share for Client, Select all clients and assign all permissions to the client

The client will see the folder that the admin shared with them in the "Shared" folder in their portal 


Currently, when you create a Client, the File Sharing module will automatically create that client's own folder - But with the condition that the client must log in to their portal account.