Follow these steps to create a document in the Vtiger CRM mobile app:
- Log in to your mobile CRM account
- Go to Dashboard.
- Select Document module.
- Click the Add icon present below the screen.
- Select Create.
- Fill in all the necessary details.
- Click Save to create the document.
- Click Save and Continue to fill in the other details of the document.
To create a document from Quick Create, follow these steps:
- Log in to your mobile CRM account.
- Click the Add icon present below the mobile screen.
- Select the Document module from the list of modules displayed.
- Select Create Document to create a new document.
- Select Upload Multiple Files to upload documents from your mobile device.
- Enter all the mandatory fields.
- Click:
- Save to save the record.
- Save and Continue to save the record and go to its Detailed View.
Clicking Cancel discards all the information you entered.