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    Home  >   FAQs   >  How do I share a document?
    FAQs in this section
    What are Documents? What are the three types of Documents? How do I create a folder? How do I create a document? How do I upload a document? How do I link folders and documents to Vtiger CRM? How do I download a document from Vtiger CRM? How do I share a document as a link? Why is the Documents module important? How do I revoke access to Google Drive and Dropbox? Can I re-share a document from the document viewer? How do I download a document from the List View? How do I create a Document from Quick Create? Can I link any external folder or a document to Vtiger’s Documents? Webform: Where does the uploaded document gets stored in the CRM? Is it possible to remove the OTP Authentication for documents attached as a link in Vtiger? Why are the documents uploaded by a user not visible to others in a record?

    How do I share a document?

    Table of Contents
    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.
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