FAQs in this section
What are Documents?
What are the three types of Documents?
How to create a folder?
How to create a document?
Can I upload a document?
How to link folders and document to Vtiger CRM?
Can I share a document?
Can I download a document from Vtiger CRM?
Why is the Documents module important?
Can I re-share a document from the document viewer?
How to download a document from the List View?
Can I create a Document from Quick Create?

Can I share a document as a link?

Yes, You can share a document by clicking the +New button in a document's summary view.

Here are the two ways to share the document:
  • As a link
    1. Click the Menu icon.
    2. Click the Essentials tab.
    3. Select the Documents module.
    4. Open any document record.
    5. Click the +New button in the Summary View.
    6. Select Share.
    7. Select Share as link.
    8. A mail compose window opens with the document’s link.
    9. Enter the recipient's details and click Send.
  • As an attachment
    1. Click the Menu icon.
    2. Click the Essentials tab.
    3. Select the Documents module.
    4. Open any document record.
    5. Click the +New button in the Summary View.
    6. Select Share.
    7. Select Share as attachment.
    8. A mail compose window opens with the document’s attachment.
    9. Enter the recipient's details and click Send.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube