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?
Why is the Documents module important?
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?
How do I revoke access to Google Drive and Dropbox?
Table of Contents
Yes, you can revoke (remove) user access to Google Drive or Dropbox.
Follow these steps to revoke access to Google Drive or Dropbox:
Follow these steps to revoke access to Google Drive or Dropbox:
- Click the Customize drop-down menu on the top right.
- Click Revoke access to Google Drive/Dropbox.
- Click Yes to confirm.
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