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2-Way DJ Doc Sharing is Here! ๐Ÿ”๐Ÿ“

2-Way DJ Doc Sharing is Here! ๐Ÿ”๐Ÿ“

May 07, 2025โ€ข2 min read

โ€œ Share & receive files instantly with clients in ProfitFlo. ๐Ÿ”๐Ÿš€โ€ - Paul Duncan

๐Ÿ“ Next-Level DJ Collaboration: Two-Way Document Sharing in ProfitFlo! ๐ŸŽง๐Ÿ”๐Ÿ’ผ

DJs, agencies, and teamsdocument sharing just got a major upgrade in ProfitFlo! Whether you're sending contracts, receiving client files, or managing important documents for events, this update is a game-changer. ๐Ÿ’ฅ

Now you can seamlessly share and receive files between the CRM and the Client Portal keeping everything organized, centralized, and totally in sync. ๐Ÿง ๐Ÿ“ฒ

๐Ÿ”ฅ Whatโ€™s New?๐Ÿ”„ Two-Way Document Sharing Share docs from your CRM straight to your clients via the Client Portal... and now they can upload files back to you too! ๐Ÿ“ค๐Ÿ“ฅ

๐Ÿ“‚ Contact Document Management Upload documents under each contact and choose whether to share or unshare them with a simple toggle. Instant access control. ๐Ÿ”

๐Ÿšซ Stop Sharing Anytime Revoke access to any shared file at the click of a button. ๐Ÿ’ฅ๐Ÿ“ด

๐Ÿ“ฒ Mobile & Desktop Ready Share, preview, upload, and download documents from any device. Total flexibility. ๐Ÿ“ฑ๐Ÿ’ป

๐Ÿ‘ค Client Control Clients can upload files, preview them, delete their own uploads, or download what they need right inside the Client Portal. ๐Ÿ“Žโœจ

๐Ÿ’ก Why It Matters for DJs & Teams:๐ŸŽง Centralize Your Gig Docs โ€“ Contracts, stage plots, riders everything stays attached to the right contact. ๐ŸŽฏ

๐Ÿค Boost Client Communication Send docs and collect signatures or files without switching tools or apps.

๐Ÿ—‚๏ธ Stay Organized No more digging through emails or scattered drives your documents are all right where they belong.

๐Ÿ› ๏ธ How to Use It:Go to any contact inside your CRM. ๐Ÿง‘โ€๐Ÿ’ป

Upload a document to Contact Document Management. ๐Ÿ“ค

Use the toggle to share it with the Client Portal. ๐Ÿ”

Clients can upload docs back to you, you'll find them neatly stored under the Client Portal folder. ๐Ÿ“โœ…

๐ŸŽค Keep your gigs and client workflows smooth.This update takes your document management in ProfitFlo to the next level keeping everything connected, professional, and stress-free. ๐Ÿ’ผ๐ŸŽง๐Ÿ”ฅ

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