FAQs in this section
Can I create a Document from Quick Create?
Can I revoke access to Google Drive and Dropbox?
How to upload a document?
How can I share 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 as a link?
Table of Contents
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:
Here are the two ways to share the document:
- As a link
- Click the Main menu.
- Click the Essentials tab.
- Select the Documents module.
- Open any document record.
- Click the +New button in the Summary View.
- Select Share.
- Select Share as link.
- A mail compose window opens with the document’s link.
- Enter the recipient's details and click Send.
- As an attachment
- Click the Main menu.
- Click the Essentials tab.
- Select the Documents module.
- Open any document record.
- Click the +New button in the Summary View.
- Select Share.
- Select Share as attachment.
- A mail compose window opens with the document’s attachment.
- Enter the recipient's details and click Send.
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