Platform

File Management

A shared drive that knows who can see what.

Overview

Organised file repository with nested folders and role-based access controls. Sales reps see their assets; managers see everything. No more shared drives with stale files.

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Key capabilities

Nested folder structure
Role-based access (Admin, Sales Rep, Staff)
File preview
Bulk upload
Storage quota tracking
Linked to branches
Download tracking
Version management

app.swiftlycrm.com/files

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