FAQs in this section
Can I create a Document from Quick Create?
How can I share a document as a link?
Can I revoke access to Google Drive and Dropbox?
How to upload a document?
Can I link any external folder or a document to Vtiger’s Documents?
What are Documents?
What are the three types of Documents?
How to download a document from the List View?
Can I re-share a document from the document viewer?
Why is the Documents module important?
How to create a folder?
How to create a document?
How to link folders and document to Vtiger CRM?
Can I download a document from Vtiger CRM?
How can I share a document?
Table of Contents
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 Main menu.
- 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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