Documents

Documents is a comprehensive document management system for Progrid that lets you upload, organize, create, and share files across your organization. It combines traditional file management with built-in spreadsheet editing, rich text editing, PDF viewing, version control, and deep integration with Progrid Sales and CRM.

Key Features:

  • Document Management - Upload, organize, and share files with hierarchical folders

  • Spreadsheet Editor - Full-featured spreadsheet editor powered by Univer.js with Excel import/export

  • Rich Text Editor - TinyMCE 7 editor with Word and Google Docs paste support

  • PDF Viewer - Built-in PDF.js 4.0 viewer for PDF documents

  • Version Control - Automatic version tracking whenever documents are edited

  • Template System - Create templates with working copies for quotations and proposals

  • Quotation Integration - Spreadsheet templates that extract line items into sale orders

  • Field Mapping - Dynamic placeholders that populate from CRM and Sales data

  • Visibility Controls - Private, company, shared, and public access with share links

  • File Security - MIME validation, extension whitelist, and 50 MB upload limit

Quick Start

For All Users

  1. Overview - Understand what Documents does and its key concepts

  2. Managing Documents - Upload, organize, and manage your documents

  3. Sharing - Share documents with colleagues and external contacts

For Power Users

  1. Spreadsheets - Create and edit spreadsheets, import Excel files

  2. Templates - Build templates for quotations and proposals

Module Components

Core

Workflows

Support