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?
How do I create a Document from Quick Create?
Can I link any external folder or a document to Vtiger’s Documents?
Webform: Where does the uploaded document gets stored in the CRM?
Table of Contents
While we submit the Webform with an attachment, it gets uploaded in the Documents module and is associated/linked with the module record for which Webform has been created.
Ex- If the webform has been created for the Contacts module, the documents are added and linked with the Contact. When we open the record and go to the related Documents section, it shows up there.
Ex- If the webform has been created for the Contacts module, the documents are added and linked with the Contact. When we open the record and go to the related Documents section, it shows up there.
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