How do I link documents from Drive to the CRM?

If you have a document in Google Drive and want a record of it in the CRM, you just have to link it. 
You can link any external folder or a document to Vtiger’s Documents. Follow these steps to link an existing document from Google Drive to Vtiger CRM:

1. Log in to the CRM.
2. Click the Main Menu.
3. Go to Essentials > Documents.  The Documents page opens.
4. Click +Add.
5. Click the Link from the drop-down. The Upload Documents window opens.
6. Enter or select the following information to link a document:
   1. Link From: Choose Google Drive to link the document source.
   2. Folder Name: Choose the folder in which the document should be stored from the drop-down list.
   3. Assigned To: Select the user or group responsible for this document.
   4. Choose file:
      1. Click Browse and sign in to Google Drive. 
      2. Select the file you want to link.
      3. Click Add. 
7. Click Link Selected Files.

The document will be linked to your CRM account and accessible directly from the CRM. 
To learn more about the Documents module, click here.