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?
Why is the Documents module important?
Table of Contents
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.
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