How do I share a document?

To share a document with the customer, you must 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 in other details.
  9. Click Share.

To learn more about Documents, click here.