File Manager & DMS
Every document, one home
A complete document workspace — folders, uploads, health, backups and trash — with cloud-drive connections and files attached where work happens.
The point of it all
“Every document, one home” — not as a slogan, but as the way the file manager & dms workflow is actually built.
Everything file manager & dms should do
Built deep, not bolted on — each capability shares the same records, permissions and automation engine as the rest of the platform.
Unified library
Folders, search and previews across everything your business stores.
Cloud connections
Link Google Drive, Dropbox and Box alongside native storage.
Record attachments
Files live on deals, contacts, tickets and orders where they belong.
Type insights
Storage understood by document type and usage.
Backup & trash
Deleted files recover from trash; backups protect the rest.
Access control
Role-based permissions decide who sees and shares what.
The file manager that is actually wired in
This is a working document system — uploads, syncs, health checks and storage views run on live data, with cloud drives connected through official flows.
- Real sync and health status
- Official cloud-drive OAuth
- Live storage breakdowns
- Recent activity that is real
Documents in the flow of work
Quotes attach to deals, signed contracts to accounts, receipts to expenses — retrieval happens where the work is, not in a separate silo.
- Attachments on every major record
- Generated documents filed automatically
- Preview without download
- Cross-module search
Safety as a default
Trash with recovery, backup routines and permissioned sharing mean a misclick is an inconvenience, not a catastrophe.
- Recoverable deletion
- Backup workflows
- Granular share permissions
- Audit on sensitive access
Works as one
File Manager & DMS shares one Customer 360° with the rest of EazyCXM
No connectors, no sync jobs, no two systems arguing about the truth — Platform modules read and write the same customer data, under the same permissions, audited the same way.
The motion, end to end
Store
Upload natively or connect existing cloud drives.
Organise
Folders, types and search keep the library navigable.
Attach
Files bind to the records they describe.
Protect
Permissions, trash and backups guard everything.
File Manager & DMS, answered
Yes — connect Drive, Dropbox or Box and work with those files alongside native storage.
Quotes, invoices and contracts file themselves against their records and into the library automatically.
Trash holds deletions for recovery before permanent removal.
Role-based permissions govern viewing and sharing, with sensitive access auditable.
Connect Drive, Dropbox or Box through official flows and work with those files alongside native storage.
Quotes, invoices and contracts file themselves against their records and into the library automatically.
Trash holds deletions for recovery before permanent removal, with backups protecting the rest.
More from Platform
See File Manager & DMS in action
Every document, one home — watch it work on a flow shaped like yours.