How to add a document in VTiger?


1. We click on "Documents" in the menu bar.

Documento_1

 

2. We click on «Create Document».

Documento_2

 

3. A form will appear:

Documento_3

 

Here's how to fill in each field:

Basic information

  • Subject: we write the name of the document.
  • Folder Name: we select the folder where we are going to save the document.
  • Assigned to: we select the person or group to whom we assign the document.

Description

  • Notes: we write a description of the file.

Information File

  • Download Type: we select the type of download, which can be: internal or external.
  • File Name: in this section we select the file that we are going to upload.
  • Active: we select if we want the file to be active for download.
  • Version: we write the version of the file.

4. When we have finished we click on the "Save" button.

Documento_4

 

TUTORIAL

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