Managing Documents

Managing Documents

Availability

Profile Permission Required: View, Create, Modify, and Delete Document Folder permissions in the user's profile.

Upload Documents

You can upload ten files at a time in the Documents tab of Zoho Recruit.

To upload documents

  1. Click the Documents tab.
  2. Click Upload.
    Each file size must not exceed 20 MB.
  3. Select the files from your local drive and upload.
    You can also drag and drop the files from your desktop.
  4. You can choose the folder to which the file has to be added and click on Start Upload.
  5. The uploaded file will be then listed in Documents module details page.
  6. Further to upload files or folders, you can click on Upload button.

Note

  • You can also upload a folder containing a maximum of ten files, each no more than 20 MB in size. You can only upload files when you access Zoho Recruit in Google Chrome.
  • The maximum storage space available for the Documents tab is 5 GB.

Create Files

You can create documents, presentations, and spreadsheets using Zoho Writer, Zoho Show and Zoho Sheet respectively.

To create a file:

  1. Click the Documents tab.
  2. Click Create.
  3. From the menu, choose the type of file that you want to create.
  4. Specify a name for the file.
    You will also see the folder that the file will be saved under.
  5. Click the Change link to save the file in a different folder.
  6. Click Create.
    A new file will be opened in Zoho Writer, Zoho Show, or Zoho Sheet based on the type of file that you are creating.

Attach Files from Documents Tab

Files uploaded under the Documents tab can be linked to multiple records as attachments.

To attach a file from the Documents tab:

  1. Click open the record that you want to attach a file to.
  2. Click the Documents link under Attachments.
  3. Select the files that you want to attach from the pop-up.
  4. Click Attach.
    The files will be attached to the record.

Note

  • By clicking on the attachment, you can download the files attached to a record.
  • Using the get Records API method when you retrieve records, the files attached from the Documents tab will not be downloaded.
  • Using API, you cannot download the files that are attached from the Documents tab.

Delete Files

You can only delete a folder if you have the profile permission to delete a document folder. Upon deleting a folder, the files in it will also be deleted and moved to Trash.

To delete a file:

  1. Click the Documents tab.
  2. Click on the folder that you want to delete a file from.
  3. Right-click on the file that you want to delete and click Move to Trash.
  4. The deleted files will be listed under Trash.

Note

You cannot recover the files and folders that you delete from Trash under the Documents tab.


Other Functions

Listed below are set of other functions available for documents:

Feature Options

Description

Download

Download files from folders and store them in your local drive.

Check-out

Check-out the documents and upload the updated versions of it.

Review

Write a review for the document.


    • 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 ...

    • Managing Document Folders

      Availability Permission Required Users with permission to create and delete documents folder in their profile can access this feature. Create Document Folders Creating folders are the best way to manage and keep the documents organized. You can ...

    • Managing Document Folders

      Availability Permission Required Users with permission to create and delete documents folder in their profile can access this feature. Create Document Folders Creating folders are the best way to manage and keep the documents organized. You can ...

    • Managing Document Folders

      sion to create and delete documents folder in their profile can access this feature. Create Document Folders Creating folders are the best way to manage and keep the documents organized. You can upload documents to these folders and share the folders ...