FAQs in this section
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?
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?
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?
What happens if I share a document with a contact and later mark it as Inactive in Vtiger CRM?
Can I share an Inactive document with a Contact?
Why is the Documents module important?
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 create a Document from Quick Create?
How do I upload a document?
How do the Google Drive and Vtiger CRM integration work?
How do I upload documents from Drive to the CRM?
How do I link documents from Drive to the CRM?
How do I link the documents from Dropbox to the CRM?
How do I upload documents from Dropbox to the CRM?
How do I link existing OneDrive documents to the CRM?
How do I access my OneDrive documents in Vtiger CRM?
How do I revoke access to OneDrive in Vtiger CRM?

How do I upload a document to OneDrive from Vtiger CRM?

Follow these steps to upload a document from Vtiger CRM to OneDrive:
  1. Log in to the CRM.
  2. Click the Main Menu.
  3. Go to Essentials > Documents.  The Documents page opens.
  4. Click +Add.
  5. Select Upload from the drop-down. The Upload Documents window opens.
  6. Enter or select the following information: 
    1. Document Storage: Select OneDrive.
      1. If you haven’t signed in to OneDrive yet, you’ll need to log in with your OneDrive account.
    2. Choose File
      1. Click Browse. The Select files pop-up window opens.
      2. Select the file you want to upload.
      3. Click Add. The selected file name will appear in the Choose File section, along with its size. 
    3. Assigned To: Select the user or group for this document.
    4. Folder Name: Choose the folder where the document should be stored from the drop-down list.
  7. Click Upload
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