FAQs in this section
What are Documents?
What are the three types of Documents?
How to create a folder?
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?

How to create a document?

Follow these steps to create a document:
  1. Click the Menu icon.
  2. Click the Essentials tab.
  3. Select the Documents module.
  4. Click the +Add Document button in List view.
  5. Select New Document.
  6. Fill in all the necessary details.
  7. 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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