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    Home  >   FAQs   >  How do I link folders and documents to Vtiger CRM?
    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 upload a document? 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? Is it possible to remove the OTP Authentication for documents attached as a link in Vtiger? Why are the documents uploaded by a user not visible to others in a record?

    How do I link folders and documents to Vtiger CRM?

    Table of Contents
    Follow these steps to link any external folder or document to Vtiger’s Documents:
    1. Click the Main Menu.
    2. Click the Sales tab.
    3. Select the Documents module.
    4. Click the +Add Document button on the top right corner of the List view.
    5. Select Link documents/folders.
    6. Click the Attach files from the drop-down and choose one of the following document sources:
    • File URL
      1. Provide a title for the document.
      2. Select the person who is assigned to this document. 
      3. Provide the folder name where the document has to be uploaded.
      4. Paste the URL.
      5. Click Save.
    • Google Drive folder
      1. Log in to your Google account
      2. Select the file you want to link from the list.
      3. Click Link.
    • Dropbox
      1. Log in to your Dropbox account
      2. Select the file you want to link from the list.
      3. Click Link.
    To learn more about Documents, click here.
     
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