Membrain has the capability to store your most important documents relating to your Companies, Prospects, Sales Projects or Account Growth projects. With Membrain, you can easily upload and store a wide range of document types, including invoices, sales contracts, and marketing materials, making it easy for your salespeople to access the information they need and efficiently organize and manage all of their important documents in one central location. Additionally, Membrain's document management features includes search and filtering options, ensuring that your sales team can quickly find the documents they need, when they need them.
Membrain supports all types of Document files, such as PDFs, Word documents, spreadsheets, presentations, and images. The Document size limit is 100 MB size, and very large files such as videos may need to be compressed or uploaded elsewhere.
You can upload Documents in a number of different ways. Through manual uploads at a specific location (Companies, Prospects, Sales Projects or Account Growth Projects), through Emails connected to one of their items or in Steps in a Process.
In addition to uploading Documents through Emails and Process Steps, as outlined above, you can also attach these to new Emails that you compose and/or connect them to a Process Step where you're supposed to upload a document.
You can add Document categories to better segment and differentiate between multiple Document types of your choice. By organizing your documents in categories, you can improve efficiency, increase productivity, and enhance collaboration. For example, you may want to categorize Documents based on their content or purpose.
For example, if you want to categorize documents based on their content, you can create categories such as: Sales materials, Product manuals, Legal documents, Marketing collateral, or HR forms.
Or you could even categorize documents based on their purpose, such as: Contracts, Proposals, Invoices, Reports, or Presentations.
To create document categories, follow these steps:
button, type the name of the Document Category and press Save.If you want to restructure the way Documents are shown (in a specific Company, Prospect, Sales Project or Account Growth Project) you can edit Document Settings.
There are a lot of different ways to manage your uploaded documents inside Membrain, from replacing, renaming, downloading, commenting etc.
Option 1
Option 2
You can find your Documents throughout Membrain, directly on the different pages where you have uploaded them, but you can also see a complete list of all your Documents uploaded to Membrain.
This list gives you a full picture of all the documents uploaded in your Membrain instance and allows you to manage them from one single location.
Some of the actions you can do from there are, search, sort by, group by and filter by as well as the source of the document, i.e. what place in Membrain it is saved in and related to. Additionally, you may manage your documents in bulk, e.g. mass delete them or mass assign a category to them.
The Documents List can be found by clicking on the CRM icon from the vertical menu bar to the left.
You can build graphs for all your Documents uploaded to Membrain. These graphs can measure Count or Size and be used in both Dashboards and in Account Growth.
Documents are connected to one location at a time. If you upload a document to a Company page in Membrain, that's where it stays. The same goes for Documents uploaded to specific projects. Even though the project itself is connected to a Company, you cannot access Documents uploaded to a project through the Company page.
It is important to note that Membrain does not support bulk downloads or manual exports of documents. Users can only download documents one at a time. This limitation extends to API functionalities, where the GET/documents/id endpoint is available for exporting documents individually. Consequently, it is crucial to maintain local copies of important documents as Membrain should not be relied upon as the sole storage solution for critical files. Ensuring that original copies are stored securely on local or external storage systems will safeguard against potential data loss and provide a backup in situations where bulk access to documents is needed.
Given Membrain's focus on efficient document management rather than bulk storage, users should adopt best practices for document storage and retrieval. This involves categorizing documents appropriately within Membrain to facilitate easy access and organization. Additionally, maintaining an external backup of all significant documents is advisable to ensure data redundancy and availability outside the Membrain ecosystem. By doing so, users can leverage Membrain's capabilities for managing and accessing documents while ensuring that comprehensive storage and backup requirements are met externally.
