From http://wiki.vtiger.com/archives

About

Documents module is a transformed version of the existing Notes module in vtiger. The list view has been changed to folder view. Any user can create folders and group documents into them. Following is the screen shot of the folder view when there is a default folders

When you click on add folders,you get a pop up which requires you to add a mandatory Folder Name and an optional description.

Working

Create View

• Title: Its a mandatory Field which gives the name of the document.
• Folder Name: Its a pick list which gives you a list of folders.
• Assigned To : You can assign this to any user and group
• Notes : This has the contents for the note.
• Download Type : Two ways in which you can attach a file to the document.One is throughexternal and other through internal.
• Active : This field gives you the control if the attached file can be downloadable or not.
• Version : You can specify file version.

Details View

If a file is attached to a document, actions like download, check file integrity (only for administrator and for internal files only), send file attached to an email. A new block called 'File Information' will also come up after attaching a file to the document in the detail view. We can have the download count,size and type of a file from this block. The administrator can change the status of the file to disable/enable file actions to all the other users.

Download Type

External

While creating a document, a user can either upload a file in the file system of his machine or give a URL for the located on the web.To attach a file to the document we have provided two options,through external and internal If external,then you can give the URL as shown on the screen shot.

Internal

When you click on the internal type a field with a button is shown,which will allow you to browse through your system to attach any file.

Empty Folders

Folders which does not have any record in it will be hidden from the view and you can see the list of empty folders when you click on the button provided in the listview of Documents as shown.

When you click on the empty folder button ,a list of folders along with an option for delete will appear as shown below.

Listview of a folder is as shown,a button has been provided at the right hand side for deleting the folder. At most 5 record is shown for each folder and a navigation bar is provided on top of each folder if there are more than 5 records.

Related Information

The property of associating a document to a contact or other module has been removed. 'Add Attachment' button has been removed from the More Information tab of the modules and added a new button 'Select Documents'. Users can select any number of documents to add in the related lists of the modules and also can create new documents on the fly from the related lists itself. Following is the screen shot of the related list in the More Information tab of a module: