FAQs in this section
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?
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?
What happens if I share a document with a contact and later mark it as Inactive in Vtiger CRM?
Can I share an Inactive document with a Contact?
Why is the Documents module important?
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 create a Document from Quick Create?

Follow these steps to add a new document using the quick create:

  1. Log in to the CRM.
  2. Click the Quick Create icon located on the top right side of your screen.
  3. Select Documents. The Create window opens. 
  4. Select New Document. The New Documents window opens.
  5. Enter or select the following information to add a new Document:
    1. Title: Enter the title name.
    2. View Fields
      1. Assigned To: Select the user or group responsible for this document.
      2. Folder Name: Choose the folder where this document should be stored from the drop-down list.
      3. File Name: Click the Browse button to upload the document. 
    3. Text Area: Enter any relevant notes or descriptions related to the document.  
  6. Click Save
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