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