Feature Availability

Vtiger Editions: One Pilot | One Growth | One Professional | One Enterprise | One AI

Introduction

OneDrive is Microsoft’s cloud storage solution that allows you to store files securely, share them with others, and access them from any device, anywhere. It’s a powerful tool for individuals and teams to collaborate and manage files efficiently across different locations.

Vtiger CRM’s Documents module serves as a centralized hub to manage all your business documents. With the OneDrive integration, you can upload files directly to the cloud or link existing OneDrive files to CRM records, ensuring your documents are organized, secure, and easily accessible without leaving the CRM. 

Note: You must have an active Microsoft OneDrive account to upload or link documents in the CRM.

Benefits of Using OneDrive with Vtiger CRM

The benefits of uploading documents from the CRM to OneDrive are:

• Access your OneDrive files directly from Vtiger CRM:  No need to switch between apps—access your cloud documents within your CRM workspace.
• Maintain a centralized record of your files: All files uploaded or linked through OneDrive are recorded in the CRM, making it easy to track and manage documents.
• Save device storage: Store large files in your OneDrive and free up space on your CRM.

In this article, you will learn about:

• Uploading documents to OneDrive
• Linking Your OneDrive Documents to the CRM
• Accessing OneDrive Documents
• Revoke Access to OneDrive

Uploading Documents to OneDrive

Follow these steps to upload a document from Vtiger CRM to OneDrive:

1. Log in to the CRM.
2. Click the Main Menu.
3. Go to Essentials > Documents.  The Documents page opens.
4. Click +Add.
5. Select Upload from the drop-down. The Upload Documents window opens.
6. Enter or select the following information: 
   1. Document Storage: Select OneDrive.
      1. If you haven’t signed in to OneDrive yet, you’ll need to log in with your OneDrive account.
   2. Choose File: 
      1. Click Browse. The Select files pop-up window opens.
      2. Select the file you want to upload.
      3. Click Add. The selected file name will appear in the Choose File section, along with its size. 
   3. Assigned To: Select the user or group for this document.
   4. Folder Name: Choose the folder where the document should be stored from the drop-down list.
7. Click Upload. 

Once the document is uploaded, a message will appear on the screen indicating that it has been uploaded. 

The document will now be uploaded to your OneDrive account and can be accessed from both the OneDrive and Documents modules under the folder you selected during upload.

Linking Your OneDrive Documents to the CRM

You can link any OneDrive documents to Vtiger’s Documents module. 

Follow these steps to link an existing document from OneDrive to Vtiger CRM:

1. Log in to the CRM.
2. Click the Main Menu.
3. Go to Essentials > Documents.  The Documents page opens.
4. Click +Add.
5. Select Link from the drop-down. The Link Document window opens.
6. Enter or select the following information to link a document:
   1. Link From: Choose OneDrive to link the document source.
   2. Folder Name: Choose the folder where the document should be stored from the drop-down list.
   3. Assigned To: Select the user or group for this document.
   4. Choose file:
      1. Click Browse. 
         1. If you haven’t signed in to OneDrive yet, you’ll need to log in with your OneDrive account.
      2. The Select files pop-up window opens.
      3. Select the files you want to link.
      4. Click Add. The selected file name and the number of files selected will be displayed. 
7. Click Link Selected files.

Once linked, the document will be accessible from the CRM and stored in the selected folder within the Documents module.

To learn more about the Documents module, click here.

Accessing OneDrive Documents

Once documents are uploaded or linked to OneDrive, they can be accessed through the Documents module in Vtiger CRM.

1. Log in to the CRM. 
2. Click the Main Menu.
3. Go to Essentials > Documents.  The Documents page opens.
4. Accessing via the OneDrive Folder:
   1. Click the OneDrive folder in the left panel.
   2. View all documents uploaded or linked via OneDrive.
5. Accessing via the Selected Folder:
   1. Click the folder selected during the upload or linking process.
   2. Select OneDrive from the Document Storage drop-down in the List View.
   3. View all documents stored in OneDrive within the selected folder.

To learn more about the Documents module, click here.

Revoke Access to OneDrive 

Revoking access removes the CRM's connection to your current OneDrive account, allowing you to sign in with a different OneDrive account when needed. 

Follow these steps to revoke access to OneDrive:

1. Log in to the CRM. 
2. Click the Main Menu.
3. Go to Essentials > Documents.  The Documents page opens.
4. Click Settings. 
5. Select Revoke Access to OneDrive. 
6. A confirmation window with the Are you sure you want to revoke access message opens. 
7. Click Ok. The Access Revoke message appears. 

Reference 

Managing your Documents 
Customer Touchpoints
Uploading Documents to Dropbox
Uploading Documents to Google Drive