How do I upload a document?

Apart from creating a document, you can also upload a document in Vtiger CRM. You can upload and save the document internally in Vtiger CRM or externally in Google Drive, OneDrive, or Dropbox.
You can upload a document in the following ways:

• Using the + Add button in the Documents List or Thumbnail View
• Using Quick Create
• From another record within the CRM

Using the + Add button

Follow these steps to upload a 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. Click Upload from the drop-down. The Upload Documents window opens.
6. Enter or select the following information to upload documents:
   1. Document Storage: Select the destination where the documents have to be uploaded. ( Vtiger, Google Drive, OneDrive, or Dropbox). 
   2. Choose File: Click the Browse button to select and upload a document. 
   3. Title: Provide a title for the document.
   4. Assigned To: Select the user or group responsible for this document.
   5. Folder Name: Choose the folder in which the document should be stored from the drop-down list.
   6. Note: Enter any relevant notes or descriptions related to the document. 
7. Click Upload. 

Note:

• The maximum file size supported for uploads is 50 MB.
• You must be logged in to your respective Google Drive, OneDrive, or Dropbox accounts to upload documents to these external storage services.

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. Click Documents. The Create window opens.
4. Select Upload Documents. The Upload Documents window opens.
5. Enter or select the following information to upload documents:
   1. Document Storage: Select the destination where the documents have to be uploaded. ( Vtiger, Google Drive, OneDrive, or Dropbox). 
   2. Choose File: Click the Browse button to select and upload a document. 
   3. Title: Provide a title for the document.
   4. Assigned To: Select the user or group responsible for this document.
   5. Folder Name: Choose the folder in which the document should be stored from the drop-down list.
   6. Note: Enter any relevant notes or descriptions related to the document.
6. Click Upload. 

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. Select File Upload. The Upload Document window opens.
8. Enter or select the following information to upload documents:
   1. Document Storage: Select the destination where the documents have to be uploaded. ( Vtiger, Google Drive, OneDrive, or Dropbox). 
   2. Choose File: Click the Browse button to select and upload a document. 
   3. Title: Provide a title for the document.
   4. Assigned To: Select the user or group responsible for this document.
   5. Folder Name: Choose the folder in which the document should be stored from the drop-down list.
   6. Note: Enter any relevant notes or descriptions related to the document.
9. Click Upload.