How do I add a Document to a Project?

Yes, you can add a document to your project. Vtiger's Documents acts as a repository for all the documents that you create or those that are shared with you by your customers or sales team.

Follow these steps to add a document:

Click the Menu icon.
Go to the Projects tab.
Select the Projects module.
Open any Project record.
Click the +New button in the Summary View.
Click Add or Create button.
Select Documents.
Here, you see two options on your screen:
- Select Documents
  1. If you want to add an existing document, select this option.
  2. Hover over a record in the list of all existing documents to display the radio buttons.
  3. Click the radio button on the left side of the record to select the record.
  4. Click Add Selected button present below of the list.
- Create Documents
  1. If you want to add a new document, select this option.
  2. Fill in all the necessary details.
  3. Click Save.

The linked document will be seen in the Documents widget in the Summary View of the projects record.

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