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

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:
  1. Click the Menu icon.
  2. Click the Essentials tab.
  3. Select the Documents module.
  4. Click the +Add Document button on the top right corner of the List view.
  5. Select Upload documents
  6. Click the drop-down for upload to
  7. Select the destination where the documents have to be uploaded. (Vtiger, Google Drive or Dropbox)
  8. Provide a title for the document.
  9. Select the folder in which the document has to be uploaded.
  10. Select a file from your computer.
  11. Click Upload.
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