Keep Your Team Aligned with Easy File Sharing

Document & File Vault

FranMantra’s Document & File Vault is an enterprise-grade franchise file sharing software designed to store, organize, and manage critical franchise documents directly within each lead’s profile.

From FDDs and agreements to brochures and media files, everything stays centralized, searchable, and accessible—anytime, anywhere.

File Upload Management

Upload and organize documents within a structured, secure repository. Files are indexed by lead, contact, or opportunity, enabling fast retrieval while eliminating document sprawl across external systems.

Document Access Control

Enforce strict access policies with role-based permission controls. Define who can view, edit, download, or manage each document, ensuring sensitive franchise materials remain protected at all times.

Controlled Collaborative Sharing

Enable collaboration across internal teams, franchise consultants, and authorized stakeholders while maintaining governance. All document access and updates are tracked to preserve version control and accountability.

Secure Storage & Data Protection

All documents are encrypted, securely stored, and automatically backed up. Built-in safeguards protect against unauthorized access, data loss, and compliance risk.

FAQ: Everything You Want to Know

The Document & File Vault is a centralized document management system that enables secure storage, access control, and sharing of franchise documents directly within the CRM.

Franchise operations involve high-value, sensitive documentation. Centralized franchise file sharing software ensures documents remain organized, accessible, and protected across teams and locations.

Yes. Access permissions can be configured by role, team, or franchise location, ensuring users only see files relevant to their responsibilities.

Yes. Files can be attached directly to individual lead or contact profiles, ensuring all related documentation stays in context throughout the sales and onboarding process.

By enforcing access controls, encrypting files, maintaining backups, and logging document activity, the system reduces data exposure risk and supports internal audits and compliance requirements.