Can I upload a document?
You can upload and save the document internally in Vtiger CRM or externally in Google Drive or Dropbox.
Follow these steps to upload a document:
- Click the Menu icon.
- Click the Essentials tab.
- Select the Documents module.
- Click the +Add Document button on the top right corner of the List view.
- Select Upload documents.
- Click the drop-down for upload to.
- Select the destination where the documents have to be uploaded. (Vtiger, Google Drive or Dropbox)
- Provide a title for the document.
- Select the folder in which the document has to be uploaded.
- Select a file from your computer.
- Click Upload.
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