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 share a document?
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?
How do I download a document from Vtiger CRM?
Table of Contents
You can download any document in Vtiger CRM for any future references.
Follow these steps to download a document:
To learn more about Documents, click here.
Follow these steps to download a document:
- Click the Main Menu.
- Click the Essentials tab.
- Select the Documents module.
- In the List View, hover over a particular document.
- Click the Download icon.
To learn more about Documents, click here.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment