FAQs in this section
What are Documents?
What are the three types of Documents?
How do I create a folder?
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?
How do I create a document?
Table of Contents
Follow these steps to create a document:
- Click the Main Menu.
- Click the Sales tab.
- Select the Documents module.
- Click the +Add Document button in the List view.
- Select New Document.
- Fill in all the necessary details.
- Click Save to finish the document creation process.
- Click Save and Continue to fill in the other details of the document.
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