Managing relevant documents is an important aspect of any project, as it allows teams to collaborate effectively and ensures that everyone has access to the information they need.
This latest update helps you find the documents you are looking for in a Prospect, Sales Project, or Account Growth project quickly and easily. You can now sort and group documents by date, size, file type, created by, and of course name, allowing you to quickly find the document you need without having to manually search through a long list of files. This new feature is particularly useful for larger projects with a long history of related documents and files, meaning you spend less time searching and more time selling.
New to managing documents in Membrain? Here are some more power-user tips to help you work more productively:
💡 Easily attach Project documents to an email. Add already uploaded documents to an email inside the Project without having to upload them again. This saves you time and ensures only the most up-to-date files are being used.
💡 Create Categories for better organization. Categorize your documents into headings that make sense for your business. Onsite photos, Proposals & Agreements, Plans, Reports... whatever gives you more structure to quickly find the documents you need.
💡 System-wide Document management. Use Lists to get the full picture of all the documentation stored across your Membrain account and manage it from one single location. Additional Filtering, Sorting, and Grouping here also allows you to maintain and stay on top of all the documents available to you and your team.
What do you think of this newest update? Drop us a line at support@membrain.com and let us know if it helps you be more productive, we'd love to hear!
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