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 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 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?

What are Documents?

Documents in Vtiger CRM are a repository for all the documents you create or those shared by your customers or sales team.

To learn more about Documents, click here.
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