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?
Can I share a document as a link?
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?

Why is the Documents module important?

The Documents module in Vtiger CRM helps you by:
  • Centralizing all your documents and makes your search easy.
  • Making sharing documents easy with the help of click-to-embed links.
  • Giving you real-time notifications that keep you updated about your customers’ actions on documents.
  • Collaboration with customers becomes easy because of in-document comments.
  • Document analytics and sales attribution tracking.
  • Automated sharing of documents via workflows eases your tasks.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube