FAQs in this section
What are 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 I download a document from the List View?
How do I create a Document from Quick Create?
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 are the three types of Documents?
Table of Contents
You can categorize your documents as Private, Confidential, 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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