FAQs in this section
What are Documents?
What are the three types of Documents?
How do I create a folder?
How do I create a document?
How do I upload a document?
How do I link folders and documents to Vtiger CRM?
How do I share a document?
How do I download a document from Vtiger CRM?
How do I share a document as a link?
Why is the Documents module important?
How do I revoke access to Google Drive and Dropbox?
Can I re-share a document from the document viewer?
How do I download a document from the List View?
Can I link any external folder or a document to Vtiger’s Documents?
Webform: Where does the uploaded document gets stored in the CRM?
Is it possible to remove the OTP Authentication for documents attached as a link in Vtiger?
Why are the documents uploaded by a user not visible to others in a record?
How do I create a Document from Quick Create?
Table of Contents
Yes, you can create a Document by clicking the + icon (Quick Create) present on the right-hand top corner of the screen.
Follow these steps to create a Document record using Quick Create:
- Click the + icon displayed on the top right side of your screen.
- Click Show All to view all the modules you can create records in using Quick Create.
- Select Document from Essentials.
- Click:
- New Document to create a new document.
- New Folder to create a folder.
- Upload documents to upload documents from your system.
- Link folders/documents by URL, Google Drive folder, or Dropbox.
- Enter all the mandatory details.
- Click:
- Save to save the record.
- Save and Continue to save the record and go to its Deep Dive View to enter other details.
- Clicking Cancel discards all the information you entered.
To know more about Quick Create, click here.
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