Introduction

• View and use these files across various devices and locations
• Organize your files and data
• Share these files with others
• Free up space on your devices

Google Drive and Vtiger CRM

Feature Availability

Uploading and Linking Documents 

Uploading Documents to Google Drive 

1. Log in to your CRM account.
2. Click the Main Menu.
3. Go to Essentials.
4. Select Documents.

 

5. Click +Add.
6. Click Upload. 
7. Select Google Drive as your document storage in the Upload Document window.
8. Sign in to your Drive using your Google credentials.
9. Assign a user to the document.
10. Select the folder where you want to store your document.
11. You can either upload the document by a drag-and-drop action or select the document from your local system.
12. Click Upload.

Linking your Documents to CRM

1. Log in to your CRM account.
2. Click the Main Menu.
3. Go to Essentials.
4. Select Documents.
5. Click +Add.
6. Click Link.

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7. Select Google Drive to link from in the Link Document window.
8. Select the folder where you want to store your document.
9. Assign a user to the document.
10. Click Browse to choose the file you want to link.
11. Sign in to your Drive using your Google credentials.
12. Select the document from your Drive.
13. Click Add.
14. Click Link Selected files.

• For enhanced security, the new Google Drive UI for Linking Documents won't store sessions or tokens, requiring each window to run in isolation. This means frequent re-authentication for users.
• This approach prioritizes security over convenience. Hence, we are not allowed to Revoke from CRM settings as Google Drive windows and their sessions are limited.
• For RTL languages (Arabic and Hebrew), the text will be displayed on the right side of the Google Drive Picker UI.
• Deleting a file in the CRM (that you have uploaded to the Drive) will not affect the file on the Drive. Only the CRM file will be deleted. You can still recover the deleted CRM file from the Recycle Bin.