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?
How do I share a document as a link?
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?
What happens if I share a document with a contact and later mark it as Inactive in Vtiger CRM?
Can I share an Inactive document with a contact?

Why is the Documents module important?

The Documents module in Vtiger CRM helps you by:
  • Centralizing all your documents and making 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.
To learn more about Documents, click here.
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