- Features
- File Cabinet
Collect files the smart and secure way with File Cabinet
With File Cabinet, you don't have to leave your CRM to search for important files; they're right there in your Bigin account. Create unique links for your customers to upload and collect files securely.
Sign Up For FreeHere's how we can help you
- Generate unique links to collect customer files directly.
- Get notified whenever customers upload files.
- No more worrying about files scattered across email, and other storage devices.
- Secure file transfers with OTP technique.
- Automate the process of sending links with workflows.
Create unique and foolproof links to share files securely
Keeping everything organized is the first step towards immaculate efficiency. Everyday you receive numerous files from customers, and keeping it all organized can be a tough task. For example, sharing documents through email not only isn't secure—you then have to download the file and upload it to your CRM. Eliminate all this work with Bigin's File Cabinet.
Create unique links by enabling File Cabinet and your customers can securely upload and share files. Next time, all you have to do is click on your customer's record and find the file right there.
Unique link for all your customers
Don't make your teams collect files from customers through email. Instead, generate unique links for multiple customers and organize all your files right within the CRM solution.
Automate it with workflows
There are various stages in your pipeline and when a customer progresses from one stage to the next, you can automatically send them a link to upload files using Bigin's native workflow feature. This way, you don't have to worry about forgetting to send the right links or collect files when necessary—simply automate them with workflows.
Get notified every time you receive a file
With Bigin's File Cabinet, you'll be notified in real time whenever you receive a file, so you don't have to worry about constantly checking your inbox for notifications.
Secure your files through OTPs
Whenever the customer tries to access the link, an OTP will be generated to make sure that the file transfer is secure.
FAQs
It is a place to store the documents your team uses often, such as brochures, contracts, and price lists. Keeping them in one spot makes them easy to find and share.
You can keep common document types like PDFs, images, and spreadsheets. The cabinet works as shared storage for your team.
Yes. Files stored in Bigin can be shared with your team based on their permissions. You can set up permissions in your settings.
You can pull a file from the cabinet when you need it for a record or message. You can attach a file stored in Bigin directly to a record or email, without needing to locate it on your device.
File Cabinet is powered by Zoho Workdrive. So, its storage doesn't depend on Bigin's pricing plans. It depends on the WD account's plan. So, if a user installing File Cabinet in Bigin doesn't have a WD account, we'll create one on the backend. This WD account will be in WD Essentials plan which offers 5 GB storage limit.
You can group files so they stay tidy.
Visibility is based on access settings, so you control who sees what. This keeps private documents protected.
You can reach your files from the mobile app as well. This keeps documents handy when you are out.
You can upload a new version while keeping things organized. This helps when documents change often.
It stores documents rather than acting as a full backup of your records. For data backups, use the export options.
Collecting files made easy and secure
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