FAQs in this section
What are Documents?
What are the three types of Documents?
How do I create a folder?
How do I create 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 upload a document?
Table of Contents
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:
Follow these steps to upload a document:
- Log in to the CRM.
- Click the Main Menu.
- Click the Sales 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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