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?
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?
Table of Contents
If documents uploaded by a user are not visible to others, check the Sharing Rules Settings. Ensure the documents are set to Public so that all relevant users can view them.
Follow these steps to set the documents to the Public:
Follow these steps to set the documents to the Public:
- Log in to the CRM.
- Click the User Menu.
- Click Settings. The Settings page opens.
- Go to User Management > Sharing Rules. The Sharing Rules page opens.
- Go to the Document Module.
- Enable the Record Level Access.
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