Attaching from Zoho Docs

Attaching from Zoho Docs

Zoho Recruit now makes it possible to attach files from Zoho Docs. With this feature, you can avoid the hassle of downloading files. You can share Spreadsheets, Presentations, and Documents and they can be collaborated in real time. You can share business information easily with instant access to files.

Benefits
  • Save time by sharing documents easily.
  • Share and manage all documents, spreadsheets, and presentations within the marketing, sales or support teams.
  • Have a single, final version of all documents that are shared.
Availability

Profile Permission Required: Users with permission to Attachments can access this feature.

Attach Files from Zoho Docs

To attach files from Zoho Docs

  1. Click the [Module] tab.
  2. Select a record to which you want to attach documents.
  3. In the [Module] Details page, under Attachments, click the Zoho Docs link.
  4. In the Attach from Zoho Docs page, select the required document(s), spreadsheet(s) or presentation(s).
  5. Click Attach.
    The file will be available in the Attachments section.

Note

  • The Attachments section is available in all modules except Dashboards, Reports, and Forecasts.
  • You can attach a maximum of 5 files (at a time).
  • The total size of all attached files should not exceed 20 MB.

    • Related Articles

    • Attaching Documents from Zoho Docs

      Zoho CRM now makes it possible to attach files from Zoho Docs. With this feature, you can avoid the hassle of downloading files. You can share Spreadsheets, Presentations, and Documents and they can be collaborated in real time. You can share ...
    • Attaching documents to emails

      In Zoho CRM, you can upload attachments in various places. You can upload attachments in the following: Individual records in CRM In individual emails In the email templates There are file size limits based on where you upload the attachments. Also, ...
    • Attaching from Local Drive or Desktop

      You can use this feature to attach documents, spreadsheets and presentations to the records from your local drive. To attach files from local drive Click the [Module] tab. Module refers to Leads, Contacts, Accounts, etc. In the [Module] Home page, ...
    • Attaching URL to a record

      Introduction When you manage a workforce in your organization, you may have to send and receive several documents to your Clients and Temps. They may be legal agreements, billing documents and so on. Zoho Workerly's document management feature helps ...
    • Document Library in Zoho Recruit

      There is a range of documents used on a daily basis in the recruiting industry, and it's important to keep these shared resources current. The Documents tab in Zoho Recruit acts as a library where you can upload, organize, and manage files and set ...