Attaching URL to a record

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 you work with all these documents from one place - that is, you can upload documents in the Attachments related list on each record.

In addition to uploading files from Zoho Docs, Google Drive and your desktop, you can attach a URL to a record. That is, say you have documents on your Dropbox account or on your website and you wish to attach them to the record - you can simply use Zoho Workerly's Attach Link (URL) option to do so.

Attach a URL to a record

  1. To attach a link (URL) to a record
  2. Click the desired module.
  3. Click the record to which you wish to attach the link.
  4. Scroll down to the Attachments related list.
  5. Click the Attach link.
  6. Select the option Link (URL) from the dropdown list.
  7. In the Attach from Link popup window, enter the URL to be attached.
  8. Click Attach.
  9. The URL will be attached to the record.
Note:
  1. The document attached via a URL is not stored in Zoho Workerly.
  2. There is no file size for the URL attached as it is technically not a document but only a link. Therefore you will not see a value under Size for links.
  3. Clicking on the link will take you to the respective URL.
  4. The Meta Name of the link will be entered by default as the name of the document. You cannot edit this name in Zoho Workerly.
  1. Click the desired module.
  2. Click the record for which you wish to view the attachments.
  3. Scroll down to the Attachments related list.
  4. From the list of attachments, the ones that have the link icon are the links attached to the document.
  5. Click on a link to view the contents of the URL.

Delete a URL attached to a record

  1. Click the desired module.
  2. Click the record to which you wish to attach the link.
  3. Scroll down to the Attachments related list.
  4. Click the Delete icon against the link you wish to delete.
  5. Confirm deletion.
    The URL will be deleted from the     Attachment related list. Note that documents attached via a URL cannot be recovered as they are not stored in Zoho Workerly

    • Related Articles

    • 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 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 ...

    • Attach a URL (link) to a record

      When you manage sales in your organization, you may have to send and receive several documents to your customers. They may be legal agreements, sales documents and so on. Zoho CRM's document management feature helps you work with all these documents ...

    • 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 files from WorkDrive

      WorkDrive is a cloud based file management software that allows people to create, store, and share files within their organization. Any document (Spreadsheets, presentations, PDFs, images, or writer documents) that is created in WorkDrive can be ...