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    Home  >   FAQs   >  How do I share a document as a link?
    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 download a document from Vtiger CRM? 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 as a link?

    Table of Contents
    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 Main menu.
      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 a 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 Main menu.
      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 an attachment.
      8. A mail compose window opens with the document’s attachment.
      9. Enter the recipient's details and click Send.
    To learn more about Documents, click here.
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