Home > FAQs > Can I link any external folder or a document to Vtiger’s Documents?

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? How do I create a Document from Quick Create? 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?

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.:
1. From File URL
  1. Title: Provide a title for the document.
  2. File URL: Paste the URL.
  3. Assigned To: Select the person who is assigned to this document.
  4. Folder name: Provide the folder name where the document has to be uploaded.
  5. Document Type: Select from Public, Private, or Confidential.
  6. Click Create.
2. Google Drive Folder
  1. Folder name: Provide the folder name where the document has to be uploaded.
  2. Assigned To: Select the person who is assigned to this document.
  3. Choose file: Choose the file you want to upload.
  4. Click Link Selected Files.
3. Dropbox
  1. Folder name: Provide the folder name where the document has to be uploaded.
  2. Assigned To: Select the person who is assigned to this document.
  3. Choose file: Choose the file you want to upload.
  4. Click Link Selected Files.
4. OneDrive
  1. Folder name: Provide the folder name where the document has to be uploaded.
  2. Assigned To: Select the person who is assigned to this document.
  3. Choose file: Choose the file you want to upload.
  4. Click Link Selected Files.

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