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?
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?

How do I create a Document from Quick Create?

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:

  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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