What are the three types of Documents?
You can categorize your documents as Private
, or Public
by going to the Deep Dive view.
- Private documents cannot be shared with contacts. They are accessible by Vtiger CRM users only.
- Confidential documents can be opened by the recipient with whom the document is shared. It restricts the download and re-share actions.
- Public documents can be shared, re-shared and downloaded by any contact.
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