WorkDrive Sync - Installation Guide

WorkDrive Sync - Installation Guide

Overview

Zoho WorkDrive app for desktop lets you sync files in Zoho WorkDrive web to your computer, and vice versa. With the help of the desktop app, you can work on your files offline which will get updated to Zoho WorkDrive as soon as you go online. You can even sync your files to multiple computers using the same Zoho WorkDrive account. This enables you to work from any of your computers, be it your office or home computer.

You just have to drag and drop or copy and paste files/folders from your computer to upload it to a Team Folder or your My Folders inside the Sync folder. To upload files to a Team Folder, you need to have at least the editor role, exactly like the web app.

Install and set up WorkDrive Sync for your desktop

  1. Download the WorkDrive Sync app to the computer where you wish to install.

    The app can be installed on Windows, Mac and Linux computers. The list of supported OS versions are given below:

    Platform
    OS Versions
    Download WorkDrive Sync
    Windows
    Windows 7 and above
    Mac
    OS X Mavericks (10.9) and above
    Linux
    Ubuntu 14.04 and above
    Linux Mint 17 and above
    Debian 8 and above
    Fedora 25 and above
    Download (32 bit)
    Download (64 bit)

    Important: Please make sure to read the License Agreement and Privacy Policy before you agree to download the WorkDrive Sync app.

  2. To install the app, please follow the steps below based on your OS.

    For Windows:
    1. Double-click the downloaded file (ZohoWorkDrive.msi file) to execute the installation. A setup window will open.
    2. Click Install.

    For Mac:
    1. Double-click the downloaded file (ZohoWorkDrive.dmg file) to execute the installation. A WorkDrive installer screen will appear.
    2. Double-click the WorkDrive icon to install.



    For Linux:
    1. Extract the downloaded file (from ZohoWorkDrive-x64.tar.gz or ZohoWorkDrive-x86.tar.gz file) to a folder.
    2. Open the Zoho WorkDrive folder and double-click the     installer file to install the app. 

    After the successful installation, the Zoho WorkDrive sign-in screen will be displayed.

  3. Enter your Zoho Account's email address or phone number and password to sign in.



    You can also sign in using Google, Office 365, LinkedIn, Facebook, Twitter, and Yahoo accounts. If you don't have a Zoho account, click     Sign Up to create your new Zoho Account. 

    Note: If you're connected to the internet via a proxy server, you will see an error, "Could not connect to Server", with a link to configure proxy server. Refer to Application Preferences below for more information on configuring proxy server.

  4. Choose your Desktop Sync Location.

    The default sync folder location will be User Profile > Zoho WorkDrive (Team name).

    You can change this to your preferred location. You can also change this sync location later. Click     Next to proceed.



  5. Select Folders to sync from your Zoho WorkDrive to your computer, and vice-versa. 

    The default option is to sync all the folders in your Zoho WorkDrive account (i.e.,     My Folders, Shared with Me, and Team Folders). You can also choose to selective sync these folders and their sub-folders from your account. Select the required folders and click Next.



  6. Click Start Sync to complete the WorkDrive setup and start syncing the selected folders.

            

View Recent files

In the Recent Files tab, you can view files that were recently added to your computer.

To view recent files:

  1. Click the WorkDrive icon  in the system tray (Windows/Linux) or menu bar (Mac). A small screen will open. 

  2. The Recent Files tab will be shown by default. Scroll down to see all the recent files.

  3. Select a file to view it inside its folder.

  4. Double-click the file to view it.

       

View Notifications

You will be updated through the Notifications tab when any of following things happen in the web app:

  • When you have created a Team Folder

  • When you have joined a public Team Folder

  • When you have been added to a private Team Folder

You can either add the respective Team Folder to sync to your desktop or hide the notification.

To view notifications:

  1. Click the WorkDrive icon  in the system tray or menu bar. A small screen will open.

  2. Select the Notifications tab.

  3. Scroll down to view all the recent notifications.

  4. Select the Team Folder name in a notification to view it in the web app.

  5. Click Add to WorkDrive below the notification to sync the Team Folder to your desktop.

  6. To hide the notification, select the vertical dots icon  and click Hide.

Understand Sync status




WorkDrive Sync has icons to help you understand the status of the syncing process. The following icons appear on the sync logo on your desktop and indicate the overall status of file syncing.


Fully Synced - If all files are completely synced, WorkDrive logo will appear on your desktop.

Syncing - If files are being synced, a sync sign will appear inside the WorkDrive logo.

Sync Paused - If you've paused syncing files, a pause sign will appear inside the sync logo.

Sync Error - If errors occur while syncing files, an exclamation sign will appear inside the WorkDrive logo.


View file status 

By default, one of the following icons will appear over individual files and folders, indicating the sync status of each file.

 A green circle with a tick mark indicates that the file/folder is fully synced.
 A blue circle with circulating arrows indicates that the file/folder is being synced.
 A red circle with an 'x' mark indicates that the file/folder is not synced.

Overlay icons may not appear on your sync folder due to OS level restrictions or some other reasons. Please refer to the help article here for a detailed info: Missing Overlay Icons in Desktop Sync

Note: The feature of viewing file status is not available in Linux.

To turn off file status icons:

  1. Click the WorkDrive icon  in the system tray or menu bar. A small screen will open.

  2. Click the Settings icon  and select Preferences.

  3. By default, the General menu will be selected. Uncheck the Show overlay status icons.

  4. Click Apply. (This step is only required for Windows OS.)

Change folders you want to sync

If you have chosen to sync all folders initially and wish to do selective sync folders later, or vice-versa, follow the steps below.

  1. Click the WorkDrive icon  in the system tray or menu bar. A small screen will open.

  2. Click the Settings icon  and select Preferences.

  3. Select the Account menu, then click Choose Folders under Selective Sync.

  4. Choose the Folders that you need to sync and click OK.

If you have already synced all folders initially and choose to remove a few folders now, those folders and files will automatically get deleted from your computer, provided the file versions on desktop and web are the same.

Move Sync folder

Having the flexibility to move your Zoho WorkDrive folder can be helpful in following situations:

  • When re-allocating disk space on a Windows or Linux machine
  • When re-installing your OS or reformatting a particular drive
  • When you want to have all your Zoho WorkDrive files under a specific folder on your desktop for easy access
Moving the Zoho WorkDrive folder is quite simple, though there are a couple of things to take into consideration.
  • Always move the folder from the application settings window. Dragging and dropping the folder manually will break the link between your desktop and Zoho WorkDrive.
  • Never move the folder to an external hard drive or network drive, as that will prevent Zoho WorkDrive from accessing or syncing your files.

To move your Sync folder:

  1. Click the WorkDrive icon  in the system tray or menu bar. A small screen will open.

  2. Click the Settings icon  and select Preferences.

  3. Select the Account menu.

  4. If you're using Windows or Linux, the current location of your Zoho WorkDrive folder will be displayed. Click Move next to this field. Your local directory will appear.

    If you're using a Mac, click the drop-down arrow next to WorkDrive Location. Select     Choose another location. Your local directory will appear.

  5. Choose the location you want to move your Zoho WorkDrive folder to, then click Select Folder (in Windows) or Open (in Mac).

  6. A dialogue box will appear asking you for confirmation. Click Move to confirm. Once the folder has been moved, your Zoho WorkDrive app will restart.

Do not drag and drop the sync folder to move it to a new location. Dragging and dropping the sync folder will unlink the folder from the desktop app.

Application Preferences

Configure Proxy Server

If the computer does not have a direct internet connection, you can specify how Zoho WorkDrive should reach the internet.

To configure proxy server:

  1. Click the WorkDrive icon  in the system tray or menu bar. A small screen will open.

  2. Click the Settings icon  and select Preferences.

  3. Select the Network menu.

  4. Click Network Settings. (This step is only required for Mac OS.)

  5. The default setting will be to detect proxy settings automatically. Choose Manually enter your proxy settings, and type your Server and Port.

  6. If the server requires authentication, tick the check box below and enter the username and password of the proxy server.

  7. Click Apply to save your proxy settings. (This step is only required for Windows and Linux OS.)



Note: You can also click the Configure Proxy link on your login screen to do this configuration.


Set Sync Speed

You can set the speed for uploads and downloads in your sync app to low, medium, or high based on your requirements. The default speed for both uploads and downloads will be set to High.


To set sync speed:

  1. Click the WorkDrive icon  in the system tray or menu bar. A small screen will open.

  2. Click the Settings icon  and select Preferences.

  3. Select the Bandwidth menu.

  4. Set the sync speed that you require.

  5. Click Apply. (This step is only required for Windows and Linux OS.)

 Note: The maximum sync speed for users on the free plan is 1 MB/s; for paid plans, it is 10 MB/s.

      

Startup Settings

By default, WorkDrive app will start on system startup. You can turn off this setting to speed up your computer's boot time.


To change WorkDrive's start settings:

  1. Click the WorkDrive icon  in the system tray or menu bar. A small screen will open.

  2. Click the Settings icon  and select Preferences.

  3. By default, the General menu will be selected. Uncheck Start WorkDrive on system startup.

  4. Click Apply. (This step is only required for Windows and Linux OS.)

Pause and Resume Sync

You can temporarily pause sync to run a processor-intensive task or application on your computer.


To pause sync:
  1. Click the WorkDrive icon  in the system tray or menu bar. A small screen will open.
  2. Click the Settings icon  and select Pause Syncing.
To resume sync:
  1. Click the WorkDrive icon  in the system tray or menu bar. A small screen will open.
  2. Click the Settings icon  and select Resume Syncing.
  

Sync WorkDrive to multiple computers

If you have multiple computers, say one at the office and one at home, you can still sync the files in your Zoho WorkDrive account to all the computers. All you have to do is to download Zoho WorkDrive Sync and install it on each computer.

1. Use the same Zoho account to login in all the computers.

2. The settings need not be the same in all the computers. For example, you can choose to sync all the folders in one computer and only selected folders in another.

Whenever there is a change in the files in any of the computers, it automatically gets updated in all the other computers and to your Zoho WorkDrive, and vice-versa.

Troubleshooting

To view sync errors:

  1. Click the WorkDrive icon  in the system tray or menu bar. A small screen will open. 
    Note: If there is an error, an exclamation sign will appear inside the WorkDrive logo.



  2. Click Couldn't sync items. 
  3. A new window will open. It will list all the files with sync errors along with their reasons.
  4. Select the vertical dots icon .
  5. Select Download or Learn more to know more about the error.
If you face any problems using the Desktop app for WorkDrive, please refer to the WorkDrive website or contact us at support@zohoworkdrive.com. 

While contacting us, you can help us solve your problems faster by sending the application logs.

To send application logs:

  1. Click the WorkDrive icon  in the system tray or menu bar. A small screen will open.

  2. Click the Settings icon  and select Help.

  3. Select Send Logs. A new window will open.

  4. Write a subject and description based on your issue, then click OK to send logs.

Disconnect sync to a computer

When you no longer wish to sync your Zoho WorkDrive account with a computer, you can disconnect that computer. When you disconnect a computer, the files already synced with that computer will not be deleted, only the sync between that computer and Zoho WorkDrive will be stopped. All files will be available on the WorkDrive web.

To disconnect a computer:

  1. Click the WorkDrive icon  in the system tray or menu bar. A small screen will open.

  2. Click the Settings icon  and select Preferences.

  3. Select the Account menu.

  4. Select Disconnect Computer, then Click Yes to confirm.

To sync another Zoho WorkDrive account with your computer:

  1. Click the WorkDrive icon  in the system tray or menu bar. A small screen will open.

  2. Click Sign In, then follow the same steps mentioned above in "Install and set up Zoho WorkDrive for your desktop".


Uninstall or remove the WorkDrive Sync app

  1. Click the WorkDrive icon  in the system tray or menu bar. A small screen will open.

  2. Click the Settings icon .

  3. Select Quit.

  4. Follow the steps below based on your OS.

    For Windows

    1. Go to     Control Panel in your computer.

    2. Click Uninstall a program under Programs.

    3. Right-click the     Zoho WorkDrive app and select Uninstall.

    4. Click     Uninstall.

    For Mac

    1. Go to     Applications in your computer.

    2. Right-click the     Zoho WorkDrive app and click Move to Trash.

    For Linux

    1. Go to the folder where you extracted the WorkDrive app files during installation.

    2. Select the     Uninstaller file.

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