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

To learn more about Documents, click here.