Document management module in Vtiger CRM

Vtiger CRM already includes a document module by default where you can store and retrieve documents. The module also includes the ability to save versions of documents.

If you want to set up your document management even better, Vicus can even set up approval processes (for subsidy processes and/or projects, for example) for you by cleverly arranging fields, workflows, statuses, rights and roles.

Link documents manually (add-on)

After uploading a document, this add-on allows the document to be manually linked to Account, Contact, Opportunity, Lead or Project.

Link documents together (add-on)

The standard vtiger features do not allow you to link documents together. With Vicus' DMS add on, you can manually link a document to one or more other documents.

Bulk upload (add-on)

Through this module you can quickly add multiple documents to a specific card (e.g. Sales Opportunity or Project) using drag-and-drop.

AVG / GDPR compliant

With a few simple interventions you can make your document management compliant. With a combination of the right (expiration) fields, document type, workflow and custom function you can automatically mark documents as outdated and even have them automatically deleted. If you are not able to set this up yourself then the Vicus service desk will be happy to help you.