FAQs in this section
How do I access my OneDrive documents in Vtiger CRM?
Once documents are uploaded or linked to OneDrive, they can be accessed through the Documents module in Vtiger CRM.
Follow these steps to access OneDrive Documents:
Follow these steps to access OneDrive Documents:
- Log in to the CRM.
- Click the Main Menu.
- Go to Essentials > Documents. The Documents page opens.
- Accessing via the OneDrive Folder:
- Click the OneDrive folder in the left panel.
- View all documents uploaded or linked via OneDrive.
- Accessing via the Selected Folder:
- Click the folder selected during the upload or linking process.
- Select OneDrive from the Document Storage drop-down in the List View.
- View all documents stored in OneDrive within the selected folder.