File Sharing
Coming Soon: Securely share, manage, and collaborate on files with team members, clients, and partners
File Sharing (Coming Soon)
Overview
The File Sharing module is an upcoming addition to Custojo that will provide a comprehensive solution for securely sharing, managing, and collaborating on files with team members, clients, and partners. This powerful module will enable your organization to centralize file storage, control access permissions, track document versions, and facilitate collaboration—all within your secure Custojo environment.
By bringing file sharing capabilities into Custojo, you'll eliminate the need for separate file storage systems, reduce the risk of data silos, and ensure that important documents are always accessible in the context of your business activities. The File Sharing module will integrate seamlessly with other Custojo modules, creating a unified workflow for document-centric processes.
Note: This module is currently in development and will be available in an upcoming release. This documentation provides a preview of planned features, which may be subject to change before final release.
Planned Features
- Secure File Storage: Store files in a centralized, secure repository
- Granular Access Controls: Set permissions at the folder, file, or user level
- Version Control: Track document changes with automatic versioning
- File Preview: View documents without downloading or opening external applications
- Commenting and Annotations: Add comments and annotations to documents
- File Organization: Create folder structures and apply tags for easy retrieval
- Advanced Search: Find files quickly with full-text search and filters
- External Sharing: Share files securely with clients and partners
- Link Sharing: Generate secure links for file access
- File Locking: Prevent conflicting edits with file locking
- Audit Trails: Track all file activities for compliance and security
- Mobile Access: View and manage files from any device
- Bulk Operations: Upload, download, and manage multiple files at once
- Storage Quotas: Manage storage allocation across teams and departments
- File Expiration: Set expiration dates for shared files and links
- Integration with Business Objects: Associate files with projects, clients, or other records
Use Cases
When released, the File Sharing module will support a wide range of business scenarios:
Team Collaboration
- Share project documents with team members
- Collaborate on proposals and presentations
- Maintain shared knowledge bases and resources
- Distribute company policies and procedures
- Collect and organize meeting notes and action items
Client Engagement
- Share deliverables and work products with clients
- Collect client-provided documents and materials
- Maintain client-specific document repositories
- Securely exchange sensitive information
- Provide self-service access to relevant documents
Business Operations
- Centralize contract management
- Organize financial documents and reports
- Store and share HR documents
- Maintain product documentation and specifications
- Archive important business records
Compliance and Governance
- Implement document retention policies
- Maintain audit trails for document access
- Secure sensitive information with access controls
- Enforce document approval workflows
- Support regulatory compliance requirements
Integration with Other Modules
The File Sharing module will integrate with several existing Custojo modules:
- Project Management Module: Associate files with specific projects and tasks
- CRM Module: Link documents to customer records
- Proposal Module: Store and share proposal documents
- Contract Management Module: Organize and track contract documents
- Team Chat Module: Share and discuss files in team conversations
- Email Module: Attach files directly from the file repository
Release Timeline
The File Sharing module is currently in development with the following estimated timeline:
- Beta Testing: Q3 2025
- Limited Release: Q4 2025
- General Availability: Q1 2026
Request for Feedback
We're actively developing this module and would value your input on features and priorities. If you have specific file sharing needs or suggestions, please share them with our product team at product@custojo.com or through your account manager.
Early Access Program
Interested in being among the first to use the File Sharing module? Join our Early Access Program to:
- Participate in beta testing
- Provide direct feedback to our development team
- Influence feature prioritization
- Receive specialized training and support
To express interest in the Early Access Program, please contact your account manager or email earlyaccess@custojo.com.
Preparing for Implementation
While waiting for the File Sharing module release, you can prepare your organization by:
- Document Inventory: Catalog your current document types and storage locations
- Access Requirements: Define who needs access to which types of documents
- Folder Structure Planning: Design an organized folder structure for your documents
- Naming Conventions: Establish consistent file naming conventions
- Cleanup and Organization: Begin organizing and cleaning up existing document repositories
Security and Compliance
The File Sharing module is being designed with enterprise-grade security and compliance features:
- End-to-end encryption for sensitive documents
- Customizable data retention policies
- Compliance with major regulations including GDPR, HIPAA, and SOC 2
- Comprehensive audit logging of all file activities
- Multi-factor authentication support
- Data loss prevention capabilities
- Secure external sharing with granular permissions
This documentation describes features that are still in development. The final product may differ from what is described here. We will update this documentation as development progresses.