How do I link existing OneDrive documents to the CRM?
You can link any OneDrive documents to Vtiger’s Documents module. Follow these steps to link an existing document from OneDrive to Vtiger CRM: - Log in to the CRM.
- Click the Main Menu.
- Go to Essentials > Documents. The Documents page opens.
- Click +Add.
- Select Link from the drop-down. The Link Document window opens.
- Enter or select the following information to link a document:
- Link From: Choose OneDrive to link the document source.
- Folder Name: Choose the folder where the document should be stored from the drop-down list.
- Assigned To: Select the user or group for this document.
- Choose file:
- Click Browse.
- If you haven’t signed in to OneDrive yet, you’ll need to log in with your OneDrive account.
- The Select files pop-up window opens.
- Select the files you want to link.
- Click Add. The selected file name and the number of files selected will be displayed.
- Click Link Selected files.