Can I share a document?
To share a document with the customer, you need to first upload it to Vtiger as an Internal document in PDF format.
- From the Share icon in the List View- You can share a document with your customer directly from the List View by hovering over a particular record.
- Click the Menu icon.
- Click the Essentials tab.
- Select the Documents module.
- In the List View, hover over a particular document.
- Click the Share icon.
- An email compose window is opened with the document link.
- Enter the recipient/s.
- Fill other details.
- Click Share.
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