FAQs in this section
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?
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?
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 happens if I share a document with a contact and later mark it as Inactive in Vtiger CRM?
Can I share an Inactive document with a Contact?
Why is the Documents module important?
What are Documents?
What are the three types of Documents?
How do I create a folder?
How do I create a Document from Quick Create?
How do I upload a document?
How do the Google Drive and Vtiger CRM integration work?
How do I upload documents from Drive to the CRM?
How do I link documents from Drive to the CRM?
How do I link the documents from Dropbox to the CRM?
How do I upload documents from Dropbox to the CRM?
How do I upload a document to OneDrive from Vtiger CRM?
How do I link existing OneDrive documents to the CRM?
How do I access my OneDrive documents in Vtiger CRM?
How do I revoke access to OneDrive in Vtiger CRM?

How do I create a document?

You can add documents in the following ways:
  • Using the + Add button in the Documents List or Thumbnail View
  • Using Quick Create 
  • From another record within the CRM
Now, we will learn about each method in detail. 

Using the + Add button

Follow these steps to create a new Document:
  1. Log in to the CRM.
  2. Click the Main Menu.
  3. Go to Essentials > Documents.  The Documents page opens. 
  4. Click +Add. 
  5. Select New Documents from the drop-down. The New Documents window opens.
  6. Enter or select the following information to add a new Document:
    1. Title: Enter the title name.
    2. View Fields: 
      1. Assigned To: Select the user or group responsible for this document.
      2. Folder Name: Choose the folder where this document should be stored from the drop-down list.
      3. File Name: Click the Browse button to upload the document. 
    3. Text Area: Enter any relevant notes or descriptions related to the document.  
  7. Click Save. 
Note: The maximum file size allowed for upload is 50 MB. 

Using Quick Create

Follow these steps to add a new document using the quick create:
  1. Log in to the CRM.
  2. Click the Quick Create icon located on the top right side of your screen.
  3. Select Documents. The Create window opens. 
  4. Select New Document. The New Documents window opens.
  5. Enter or select the following information to add a new Document:
    1. Title: Enter the title name.
    2. View Fields: 
      1. Assigned To: Select the user or group responsible for this document.
      2. Folder Name: Choose the folder where this document should be stored from the drop-down list.
      3. File Name: Click the Browse button to upload the document. 
    3. Text Area: Enter any relevant notes or descriptions related to the document.  
  6. Click Save. 

Adding a Document from other module record

You can directly attach documents to individual records in modules like Deals, Contacts, Organizations, or Cases. 
Follow these steps to add a Document from other module records:
  1. Log in to the CRM. 
  2. Click the Main Menu.
  3. Go to Deals (or Contacts, Organizations, Quotes). The List View opens.
  4. Select a record. The Summary View of the record opens.
  5. Click the Documents tab. The Documents List View appears, displaying all previously added Documents for that record.
  6. Click +Add Documents. 
  7. Click Create New Document. The New Documents window opens.
  8. Enter or select the following information to add a new Document:
    1. Title: Enter the title name.
    2. View Fields: 
      1. Assigned To: Select the user or group responsible for this document.
      2. Folder Name: Choose the folder where this document should be stored from the drop-down list.
      3. File Name: Click the Browse button to upload the document. 
    3. Text Area: Enter any relevant notes or descriptions related to the document.  
  9. Click Save. 
Once saved, the document will appear in the documents tab of the respective record. 
To know more about Quick Create, click here.
You can add documents in the following ways:
  • Using the + Add button in the Documents List or Thumbnail View
  • Using Quick Create 
  • From another record within the CRM
Now, we will learn about each method in detail. 

Using the + Add button

Follow these steps to create a new Document:
  1. Log in to the CRM.
  2. Click the Main Menu.
  3. Go to Essentials > Documents.  The Documents page opens. 
  4. Click +Add. 
  5. Select New Documents from the drop-down. The New Documents window opens.
  6. Enter or select the following information to add a new Document:
    1. Title: Enter the title name.
    2. View Fields: 
      1. Assigned To: Select the user or group responsible for this document.
      2. Folder Name: Choose the folder where this document should be stored from the drop-down list.
      3. File Name: Click the Browse button to upload the document. 
    3. Text Area: Enter any relevant notes or descriptions related to the document.  
  7. Click Save. 
Note: The maximum file size allowed for upload is 50 MB. 

Using Quick Create

Follow these steps to add a new document using the quick create:
  1. Log in to the CRM.
  2. Click the Quick Create icon located on the top right side of your screen.
  3. Select Documents. The Create window opens. 
  4. Select New Document. The New Documents window opens.
  5. Enter or select the following information to add a new Document:
    1. Title: Enter the title name.
    2. View Fields: 
      1. Assigned To: Select the user or group responsible for this document.
      2. Folder Name: Choose the folder where this document should be stored from the drop-down list.
      3. File Name: Click the Browse button to upload the document. 
    3. Text Area: Enter any relevant notes or descriptions related to the document.  
  6. Click Save. 

Adding a Document from other module record

You can directly attach documents to individual records in modules like Deals, Contacts, Organizations, or Cases. 
Follow these steps to add a Document from other module records:
  1. Log in to the CRM. 
  2. Click the Main Menu.
  3. Go to Deals (or Contacts, Organizations, Quotes). The List View opens.
  4. Select a record. The Summary View of the record opens.
  5. Click the Documents tab. The Documents List View appears, displaying all previously added Documents for that record.
  6. Click +Add Documents. 
  7. Click Create New Document. The New Documents window opens.
  8. Enter or select the following information to add a new Document:
    1. Title: Enter the title name.
    2. View Fields: 
      1. Assigned To: Select the user or group responsible for this document.
      2. Folder Name: Choose the folder where this document should be stored from the drop-down list.
      3. File Name: Click the Browse button to upload the document. 
    3. Text Area: Enter any relevant notes or descriptions related to the document.  
  9. Click Save. 
Once saved, the document will appear in the documents tab of the respective record. 
To know more about Quick Create, click here.
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