How do I link folders and documents to Vtiger CRM?

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.