File Manager Overview

The File Manager provides a centralized storage repository for all your documents, customer KYC files, and workflow attachments. It is seamlessly integrated with customer profiles and service flow instances, allowing you to easily browse, manage, and distribute documents.

• Preview: Click on supported images or documents to open a full-screen preview.
• Download: Batch download multiple files or download individual documents quickly.
• Access Control: Guest portals can only view documents explicitly shared via secure workflow stages.

Document Actions

Select multiple files by clicking on them or using the batch selection tools. Once selected, you can trigger bulk actions from the toolbar.