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:
- Log in to the CRM.
- Click the Main Menu.
- Go to Essentials > Documents. The Documents page opens.
- Click +Add.
- Click Upload from the drop-down. The Upload Documents window opens.
- Enter or select the following information to upload documents:
- Document Storage: Select the destination where the documents have to be uploaded. ( Vtiger, Google Drive, OneDrive, or Dropbox).
- Choose File: Click the Browse button to select and upload a document.
- Title: Provide a title for the document.
- Assigned To: Select the user or group responsible for this document.
- Folder Name: Choose the folder in which the document should be stored from the drop-down list.
- Note: Enter any relevant notes or descriptions related to the document.
- 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:
- Log in to the CRM.
- Click the Quick Create icon located on the top right side of your screen.
- Click Documents. The Create window opens.
- Select Upload Documents. The Upload Documents window opens.
- Enter or select the following information to upload documents:
- Document Storage: Select the destination where the documents have to be uploaded. ( Vtiger, Google Drive, OneDrive, or Dropbox).
- Choose File: Click the Browse button to select and upload a document.
- Title: Provide a title for the document.
- Assigned To: Select the user or group responsible for this document.
- Folder Name: Choose the folder in which the document should be stored from the drop-down list.
- Note: Enter any relevant notes or descriptions related to the document.
- 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:
- Log in to the CRM.
- Click the Main Menu.
- Go to Deals (or Contacts, Organizations, Quotes). The List View opens.
- Select a record. The Summary View of the record opens.
- Click the Documents tab. The Documents List View appears, displaying all previously added Documents for that record.
- Click +Add Documents.
- Select File Upload. The Upload Document window opens.
- Enter or select the following information to upload documents:
- Document Storage: Select the destination where the documents have to be uploaded. ( Vtiger, Google Drive, OneDrive, or Dropbox).
- Choose File: Click the Browse button to select and upload a document.
- Title: Provide a title for the document.
- Assigned To: Select the user or group responsible for this document.
- Folder Name: Choose the folder in which the document should be stored from the drop-down list.
- Note: Enter any relevant notes or descriptions related to the document.
- Click Upload.