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    Home  >   FAQs   >  How can I share a document?
    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.
      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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