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?
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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