BV Multifile

Step 1: Create Contact Details in CRM:

Click on the "Create New Contact" button to create a new contact record. Fill in the relevant details for the contact, such as name, email, phone number, etc. Save the contact record.

Step 2: Uploading Multiple Files to the Custom Field.

Drag and drop multiple files directly into the custom field, then click on the field to upload files from your computer. Wait for the files to upload successfully. Users may see a progress indicator to track the upload process.

Step 3: Download Uploaded Files.

Click on the file associated with each uploaded file. Upon clicking, the system will redirect you to initiate the download process.

Step: 4: Accessing Uploaded Documents in CRM's Upload Folder.

Once you have uploaded the documents, navigate to your CRM's upload folder. All the uploaded files will show in that folder under record id and field name.

Step: 5. Performing Workflow Action with Email Template.

In this workflow action, users can select an email template from their CRM system or create a new one. They can then choose the multi-upload field to attach files, selecting the recipient's details with whom they want to share the files.

Step: 7. Locate and customize a field for sending email. Set the default value as "No" from the dropdown. Then choose "Yes" to initiate the email sharing process in Contact.

The system will automatically send emails to both the contact recipient and the selected email IDs specified in the workflow action.

Step 8: Users Receive Shared Documents in Gmail.

After initiating the email sharing process from the CRM system, selected users will receive the shared files directly in their Gmail accounts. The below picture stands for an instance of one user.