Hello Everyone!
In the most recent iOS (v1.7.1) and macOS (v1.5.1) updates of the Bigin app, we have included support for the File Cabinet functionality. You can access this feature as a topping within the web app (bigin.zoho.com) and conveniently use it on the mobile app, ensuring secure and user-friendly file exchange and management with your contacts.
File Cabinet simplified
File Cabinet generates a unique workdrive link for each contact, which can be shared directly with the contacts via email or other available means. Users can upload files using the shared workdrive link, and those files will appear in the Files section of the respective contact record.
Note: File Cabinet is a paid feature exclusive to Premier and Express plans. However, a 15-day trial version is available for users to try-out the feature.
Instructions for enabling and sharing the File Cabinet link with a contact record using the mobile app
Prerequisites: The File Cabinet topping must be configured using the web app. For detailed instructions on how to configure the File Cabinet topping, please refer to this link.
Instructions:
1. Open the Bigin mobile app.
2. Navigate to the Contacts module and select the respective contact record.
3. Tap on the 'Files' section located in the top pane.
4. Choose the 'Enable File Cabinet' option.
5. Share the link with the respective contact via email.
Please refer to the GIF below:
To learn more about this feature, please refer to the link given below.
You can update the app to its latest version either by directly going to the App Store or by using the link given below:
Should you need any assistance with the app, please write to us at bigin@zohomobile.com, and we will get right back to you. Good day!
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