Attach Documents to Vtiger CRM Records Faster
Need to attach documents to Vtiger CRM records without repeatedly opening the Documents module? Drag contracts, specifications, signed forms or project files directly onto a record and upload several files in one action.
Files belong to CRM records, but attaching them takes too many steps
When users handle customer and project files every day, even a small interruption in the upload workflow creates repeated manual work.
Repeated document creation
Users open the Documents module, create a document, choose a file and then connect it to the correct CRM record.
Several files, several actions
A contract, specification and signed attachment may require the same upload process to be repeated several times.
Files can be linked incorrectly
When the user leaves the current record, it is easier to select the wrong Organization, Contact, Project or other relation.
Upload files while you stay on the current Vtiger record
Drag and Drop Documents adds an upload area to the Detail view and Summary view of modules that support related Documents. Drop one or more files, confirm the document information and upload them without leaving the record.
- Each file is created as a standard Vtiger Document
- Every uploaded Document is linked to the current record
- Standard Vtiger permissions and Documents folders remain in use
- The related Documents list refreshes after upload
Keep important documents with the record where your team needs them
The extension is useful whenever several documents need to remain connected with a customer, contact, sales process, project or another supported CRM record.
Contracts and agreements
Attach signed contracts, amendments, confidentiality agreements and customer approvals to the related record.
Specifications
Store technical requirements, product specifications and scope documents with the relevant opportunity or project.
Signed documents
Upload signed forms, confirmations, handover documents and approved PDF files directly from the record.
Project files
Connect plans, meeting outputs, images and delivery files with the Project or another supported custom module.
From desktop file to linked CRM Document in four steps
The user stays in the business context of the current record throughout the whole upload process.
Open a CRM record
Open an Organization, Contact, Project or another record that supports related Documents.
Drag files over the page
The drop zone appears in the supported Detail view or Summary view.
Confirm upload settings
Select the folder, assigned user and an optional description for the Documents.
Upload and continue
Follow the progress for every file. The Documents are linked to the open record.
Important: standard Vtiger file storage must already work
Drag and Drop Documents makes a working upload process faster. It does not repair an incorrect storage configuration, missing folder permissions, PHP upload limits or another server problem that prevents Vtiger from saving Documents. Before using the extension, verify that a user can create and upload a Document through the standard Vtiger interface. If standard uploads fail, the underlying CRM or server issue must be resolved first.
Standard document creation compared with direct drag and drop upload
| Task | Standard workflow | With Drag and Drop Documents |
|---|---|---|
| Starting point | Leave the current context or open the document creation action | Stay on the current record Detail view or Summary view |
| Multiple files | May require repeating the upload and linking process | Drop and upload several files in one action |
| Record relation | The related record may need to be selected manually | Documents are linked to the current record automatically |
| Document information | Enter the required information during document creation | Confirm folder, assigned user and optional description in one window |
| Upload status | Depends on the standard document form | Individual progress is shown for every selected file |
Drag and Drop Documents for Vtiger CRM
A focused Vtiger extension for teams that want a shorter and clearer document upload workflow. It uses the standard Documents structure instead of creating a separate file repository.
- Drag and drop upload from Detail view and Summary view
- Multiple file upload with individual progress
- Automatic document names when several files are uploaded
- Folder, owner and description selection
- Files over the configured limit are skipped and reported
- No complex daily configuration is required
Improve the complete document workflow around your CRM
Use the upload extension on its own or combine it with managed hosting, support and other document tools.
Vtiger CRM hosting
Run Vtiger on managed hosting configured for CRM file storage, cron and PHP requirements.
View hostingVtiger CRM support
Get help with CRM configuration, upload problems, updates and technical troubleshooting.
View supportPDF Maker
Create professional PDF contracts, quotes, invoices and other documents from Vtiger data.
View PDF MakerMore Vtiger solutions
Explore practical solutions for sales, documents, reporting, migration and CRM management.
Explore solutionsStart using Drag and Drop Documents from €4 now with the All Access Package
New customers can get Drag and Drop Documents from €4 through the All Access Package. It combines faster document uploads with the complete collection of IT Solutions4You Vtiger extensions under one subscription.
Use the online demo to explore the upload workflow before choosing a package. You can also open the Drag and Drop Documents product page to see other available pricing options and complete extension details.
FAQ about attaching documents to Vtiger CRM records
Clear answers for teams evaluating a faster Vtiger document upload workflow.
How can I attach documents to Vtiger CRM records faster?
Install Drag and Drop Documents and open a supported record Detail view or Summary view. Drag one or more files onto the page, confirm the document settings and upload. The files are created as Vtiger Documents and linked to the current record.
Does the extension repair broken document uploads in Vtiger 8.4?
No. Standard Vtiger document storage must work first. The extension does not repair PHP upload settings, file permissions, storage paths or other server problems that prevent Vtiger from saving files.
Can several documents be uploaded at once?
Yes. Users can drop multiple files together. Files upload one by one and each file has its own progress indicator.
Are uploaded files linked to the current CRM record?
Yes. Each uploaded file is created as a standard Vtiger Document and automatically connected to the record from which the upload was started.
Does it work with Organizations, Contacts and Projects?
Yes, when the module supports related Documents. The same rule applies to other standard or custom modules. If a module has no Documents relation, the upload zone is not shown.
Does it work in Detail view and Summary view?
Yes. The drag and drop area is available on both supported record views when related Documents are enabled for the module.
Can users choose the Documents folder and owner?
Yes. Before upload, users can choose the Documents folder, select the assigned user and add an optional description.
What happens when a file exceeds the upload limit?
The file is skipped and reported to the user. The actual size limit is controlled by the CRM and server configuration.
Which Vtiger CRM versions are supported?
Drag and Drop Documents is prepared for Vtiger CRM 7.x and Vtiger CRM 8.x.
Is Drag and Drop Documents available in extension packages?
Yes. It is included from the Starter Package and therefore also in Mini, Extended and All Access. A separate monthly or yearly license is also available.
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