FAQs in this section
What are Documents?
What are the three types of Documents?
How to create a folder?
How to create a document?
Can I upload a document?
How to link folders and document to Vtiger CRM?
Can I share a document?
Can I download a document from Vtiger CRM?
Can I share a document as a link?
Why is the Documents module important?
Can I re-share a document from the document viewer?
How to download a document from the List View?

Can I create a Document from Quick Create?

Yes, you can create a Document by clicking the + button (Quick Create) present on the right-hand top corner of the screen.
Follow these steps to create a document record using Quick Create:

  1. Click the  icon displayed on the top right side of your screen.
  2. Click Show all to view all the modules you can create records in using Quick Create.
  3. Select Document from Essentials. 
  4. Click:
    1. New Document to create a new document.
    2. New Folder to create a folder.
    3. Upload documents to upload documents from your system.
    4. Link folders/documents by URL, Google Drive folder, or Dropbox.
  5. Enter all the mandatory details.
  6. Click:
  1. Save to save the record.
  2. Save and Continue to save the record and go to its Deep Dive View to enter other details.
  3. Clicking Cancel discards all the information you entered.

To know more about Quick Create, click here.

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