Can I link any external folder or a document to Vtiger’s Documents?
Yes, you can link any external folder or document to Vtiger’s Documents. Follow these steps to link the document:- Log in to the CRM.
- Click the Main Menu.
- Go to Essentials.
- Click Documents under Collaboration.
- Click + Add.
- Click Link. The Link Document window opens.
- Choose one of the following document sources from the Link From option.:
- From File URL
- Title: Provide a title for the document.
- File URL: Paste the URL.
- Assigned To: Select the person who is assigned to this document.
- Folder name: Provide the folder name where the document has to be uploaded.
- Document Type: Select from Public, Private, or Confidential.
- Click Create.
- Google Drive Folder
- Folder name: Provide the folder name where the document has to be uploaded.
- Assigned To: Select the person who is assigned to this document.
- Choose file: Choose the file you want to upload.
- Click Link Selected Files.
- Dropbox
- Folder name: Provide the folder name where the document has to be uploaded.
- Assigned To: Select the person who is assigned to this document.
- Choose file: Choose the file you want to upload.
- Click Link Selected Files.
- OneDrive
- Folder name: Provide the folder name where the document has to be uploaded.
- Assigned To: Select the person who is assigned to this document.
- Choose file: Choose the file you want to upload.
- Click Link Selected Files.