FAQs in this section
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?
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?
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 create a Document from Quick Create?
How do I upload a document?
How do the Google Drive and Vtiger CRM integration work?
How do I link documents from Drive to the CRM?
How do I link the documents from Dropbox to the CRM?
How do I upload documents from Dropbox to the CRM?
How do I upload a document to OneDrive from Vtiger CRM?
How do I link existing OneDrive documents to the CRM?
How do I access my OneDrive documents in Vtiger CRM?
How do I revoke access to OneDrive in Vtiger CRM?

How do I upload documents from Drive to the CRM?

You can upload and save the document in Dropbox.
Follow these steps to upload a document from Vtiger CRM to Dropbox:
  1. Log in to the CRM.
  2. Click the Main Menu.
  3. Go to Essentials > Documents.  The Documents page opens.
  4. Click +Add.
  5. Click Upload from the drop-down. The Upload Documents window opens.
  6. Enter or select the following information to upload Documents:
    1. Document Storage: Select Google Drive as the document storage.
      1. Sign in with your Google credentials.
    2. Choose File: Click the Browse button to select and upload a document. 
    3. Assigned To: Select the user or group responsible for this document.
    4. Folder Name: Choose the folder in which the document should be stored from the drop-down list.
  7. Click Upload
The document will now be uploaded to your Google Drive account and recorded in CRM.
Note: To view files uploaded to Google Drive, use the Google Drive filter in the left panel of the Documents module.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2025 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube