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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.
To learn more about Documents, click here.
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