FAQs in this section
What are Documents?
How to create a folder?
How to create a document?
Can I upload a document?
How to link folders and document to Vtiger CRM?
Can I share a document?
Can I download a document from Vtiger CRM?
Can I share a document as a link?
Why is the Documents module important?
Can I re-share a document from the document viewer?
How to download a document from the List View?
Can I create a Document from Quick Create?

What are the three types of Documents?

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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