File Manager: Finding Your Documents
Where to find a document that was attached to a record elsewhere in VroduxERP.
File Manager is where you go when you know a document was attached to something — a lead, an opportunity, a record — but you can't remember exactly where.
What File Manager does here
Instead of opening each record one at a time to check for attachments, File Manager gives you one browsable library of every document that's been attached to your records.
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The File Manager library, showing documents grouped by module
How it's organized
Documents are organized by module first, then by who owns the records they belong to, then by document type. If you already know the file's name, a search box lets you jump straight to it instead of browsing.
Visibility follows your access
You only see documents attached to records you're actually allowed to see. File Manager follows the same role and team rules as everywhere else in VroduxERP — depending on your role, that might mean your own records, your team's, or everyone's.
How a document gets there
Documents aren't uploaded through File Manager itself. They're attached from inside a specific record's own Documents area — for example, from a CRM lead or opportunity. File Manager is simply where you go afterward to find what's already been attached, across every record, in one place.
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A record's own Documents area, where a file is attached
Where to go deeper
More record types will get their own document storage over time, expanding what shows up here.