When you communicate with customers or external personnel, you can quickly share required documents with them. They can view the documents on their mobile phones without downloading the documents, thereby ensuring information security.
You can share documents with your colleagues and external personnel. For example, if you are a sales representative and are out of the office without a computer, you can quickly share product-related documents with external personnel via WeChat or WeCom. The receiver can quickly view the documents online without downloading them, which greatly improves collaboration efficiency.
You can save templates of procurement contracts and other documents in the cloud OA system. After you modify a template contract according to the actual business requirements and have it approved, you can easily share the contract with the customer for efficient e-signing online, without post service.
When sharing an important document with external personnel, you can set the document access permission. For example, you can grant the access permission to external contacts only or anyone authorized by you on WeChat. You can also set the valid period of the shared document. This way, relevant external personnel can view the document in time, and you can protect the information from being disclosed.
You can quickly share files on WeChat or WeCom through your mobile device even when you are out of the office without a computer. The receiver can view the files without downloading other applications. Supported file formats include .doc, .ppt, and .pdf. After the receiver reads the file, you can communicate with the receiver about the items related to subsequent progress.
After authorized external people read the shared file on WeChat, they automatically become your external contacts. You can also associate them with customers in your CRM system and keep accumulating your network of external contacts. When you need to share new information later, you can quickly find the contacts, rather than performing blind searching through WeChat and other channels.
