ou can create separate folders for all your files
Posted: Tue Jan 21, 2025 6:56 am
Vtiger crm and google drive integration there are two ways you can save documents using google drive integration. They are as follows: upload files from vtiger crm to google drive one of the advantages of google drive integration with vtiger crm is that you can upload important files directly from crm to drive using the vtiger documents module. Link documents from google drive to vtiger crm you can link documents available in drive to vtiger documents module and record files in multiple places.
For example, you have accidentally deleted a cryptocurrency user list sales contract in drive. Now, if you have linked the document with crm, you can access it by logging into the crm application. Other important operations using vtiger document module in addition to documenting and linking documents from the documentation module, you can also do a lot of things, such as: you can view documents in different views such as list view, summary view, and so on. You can use list view to arrange all your documents in columns.
You can follow, download, share, mark, print, and delete documents from the summary view. Y to organize them efficiently. You can create documents from other modules, such as quick create . You can share documents as pdf, link, attachment, etc. You can collaborate with clients and team members and discuss documents using mentions. To know more about the documents module in vtiger crm, click here .
For example, you have accidentally deleted a cryptocurrency user list sales contract in drive. Now, if you have linked the document with crm, you can access it by logging into the crm application. Other important operations using vtiger document module in addition to documenting and linking documents from the documentation module, you can also do a lot of things, such as: you can view documents in different views such as list view, summary view, and so on. You can use list view to arrange all your documents in columns.
You can follow, download, share, mark, print, and delete documents from the summary view. Y to organize them efficiently. You can create documents from other modules, such as quick create . You can share documents as pdf, link, attachment, etc. You can collaborate with clients and team members and discuss documents using mentions. To know more about the documents module in vtiger crm, click here .