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 the Google Drive and Vtiger CRM integration work?
How do I upload documents from Drive to the CRM?
How do I download a document from the List View?
How do I create a Document from Quick Create?
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?
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?
How do I upload a document to OneDrive from Vtiger 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?
Why are my email attachments not being sent when I attach files from the Vtiger CRM?

How do I download multiple files at once?

You can download multiple files at once using the Storage Guard feature.
The Storage Guard lists all files available in your CRM, allowing you to:
  1. Log in to the CRM.
  2. Click the User Menu.
  3. Select Settings. The Settings page opens. 
  4. Click Configuration > Storage Guide. The Storage Guide page opens. 
  5. Click All Other Files section. 
  6. Filter the files you want to download.
  7. Select multiple records.
  8. Download them in bulk.
Note: You can download up to 10 records at a time from Storage Guard.
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