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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.
    1. Click the Main menu.
    2. Click the Essentials tab.
    3. Select the Documents module.
    4. In the List View, hover over a particular document.
    5. Click the Share icon.
    6. An email compose window is opened with the document link.
    7. Enter the recipient/s.
    8. Fill other details.
    9. Click Share.
To know more about Documents, click here.
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