WorkDrive
Move or copy files and folders in a Team Folder
In Zoho WorkDrive, a Team Folder is a shared folder which can be accessed by specific members (Private Team Folder) or all members (Public Team Folder) in your team. You can move or copy files from a Team Folder in the following four ways: Move or ...
Share files and folders externally from a Team Folder
When you share your team files with people outside of your team, it's important to retain control over the original files. WorkDrive allows you to share files and folders from a Team Folder with external users in the following two ways: 1. Share a ...
Share files and folders internally from a Team Folder
By default, all files and folders within a Team Folder are shared to all its members. This avoids the necessity to share files and folders with individuals again. Only the Admins and Organizers of a Team Folder can share its files and folders with ...
Add files and folders to a Team Folder
Create or upload files and folders to collaborate on team projects. Since Team Folders are a shared space, any file or folder you create is automatically accessible to everyone in that Team Folder. Only Admins, Organizers and Editors can add files or ...
Team Folder roles and permissions
Roles with specific access permissions in a Team Folder help facilitate a better understanding on what each member can do when work is assigned to them. There are four different roles for members in a Team Folder: Admin - By default, the creator of a ...
Create or join a Team Folder
Create a Team Folder As new projects are launched on your team, you can create new Team Folders at any time in Zoho WorkDrive. Based on the number of projects or tasks that you have, you can create multiple Team Folders and add team members as ...
Team Folders: Overview
A Team needs a communal space where its individual members can create, upload, edit, and share files and folders to collaborate effectively on complex projects. Team Folders fill this need by helping you add specific people from your team and ...
Data Templates and Custom Fields
If you're in a company that often works with customers on a day-to day basis, then you likely have to manage a lot of their data in multiple files and folders across various locations in your computer or on the cloud. You also may have faced a number ...
Zoho Directory in WorkDrive
Zoho Directory helps you manage users and applications in one place. You can quickly add or invite users, change roles, and enable or disable access to apps. You can also mandate custom security policies to your users, which include password policy, ...
Data Administration
The Data Administration tab in your Admin Console gives you complete control over your team's data. From this tab you can: Find files in Team Folders Find files in your team members' My Folders Manage deleted files in Team Folders and your team ...
Generate Activity Report
Activity reports give you detailed information about any events that happen in your team. You can apply filters based on folder locations, members, time, and activities. Admins can generate reports on a regular basis, and secure them for future ...
Add Brand Logo
Branding is an important part of marketing communication. It helps convey the purpose of your organization/business. Since your company files are on the cloud, it is best to include your official organization logo across all your company documents. ...
Edit Team Profile
Change Team Name The team name will be displayed to all team members in the top-left corner of your WorkDrive account and in all emails that are sent from the team. To edit your team's name: 1. Click your team name in the top-left corner of your ...
Manage all Team Folders in your team
On Zoho WorkDrive, all Team Folders can be managed at the team level by the Team Admins. This allows them to have a complete control over all the Team Folders' settings from one central space. To manage Team Folders: 1. Click your team name in the ...
Manage your WorkDrive Subscription
This section explains how you can manage your WorkDrive subscription. To manage your WorkDrive subscription: 1. Go to https://workdrive.zoho.com/. 2. Click your team name in the top-left corner and select Admin Console from the dropdown. The Admin ...
Manage Team Members
The Members section in your Admin Console will display the list of all members in your team. You can also see a summarized view of how many members in your team are active, suspended, or deleted, as well as the number of pending invites. Here's how ...
View Storage Details
Team Admins can get an overview of the storage used by their team from the Dashboard in the Admin console. They can also see how much storage is used for individual Team Folders and by team members. To view the storage details of your team: 1. Click ...
Admin Dashboard
The Admin Dashboard gives a comprehensive overview of everything happening in your team and enables you to perform important admin actions. Use your Admin Dashboard to: View your team's current size and invite more members. Check pending invites ...
Supported files in WorkDrive
Supported files for conversion Zoho's built-in Office Suite helps you edit documents, spreadsheets, and presentations using Writer, Sheet, and Show respectively. (Learn more) You can upload files in different formats, such as .docx, .pptx, or .xlsx ...
Search files and folders
You don't need to manually search through a long list of folders and files to locate what you're looking for. If you know the file name, the folder name, or the author's name, you can simply search using this information. If you only know a keyword ...
Preview and download files
Preview a file You can preview a file without opening it for editing. Use the navigation arrows to flip through the files in a folder or album. To preview a file: 1. Select a file from My Folders or a Team Folder. 2. Click the More actions icon next ...
View file properties
Learn everything about a file in Zoho WorkDrive by viewing its properties. Learn how to view general info, versions, activity, and access stats of a file. View General Info To view general information of a file: 1. Select a file in My Folders or a ...
Import files from other cloud storage services
The cloud picker option in Zoho WorkDrive lets you import files from cloud storage services like Google Drive, Box, Dropbox, OneDrive, and Evernote. To import files from a cloud storage service: 1. Select a Team Folder or My Folders in the left ...
Create files using Zoho Office Suite
Zoho Office Suite is a combination of three powerful online editors that lets you create, edit, and share documents, spreadsheets, and presentations. It comes with the flexibility of collaborating anytime, from anywhere, and is integrated with Zoho ...
Join your Team
Collaborate with your co-workers on Zoho WorkDrive to get work done from anywhere at any time. The Admins will send out invites to users, and the users will receive an invitation via email. The users need to accept the invitation in order to join the ...
Upgrade your WorkDrive account
This section explains how you can upgrade to a paid edition of WorkDrive from the 15-day free trial. To upgrade WorkDrive: 1. Go to https://workdrive.zoho.com/. 2. Click your team name in the top-left corner and select UPGRADE. The Payments page will ...
Supported languages in WorkDrive
Zoho WorkDrive is available in the following 30 languages (for both web and mobile applications): Arabic Bulgarian (български) Catalan Chinese (中文 (简体)) Czech (Čeština) Danish (Dansk) Dutch English French (Français) German (Deutsche) Hebrew (עברית) ...
Create and manage Groups in your Team
Create Groups in WorkDrive based on member roles or profiles and easily add the Group members to Team Folders. Create a Group 1. Click your team name in the top-left corner and select Team Details from the dropdown. By default, the MEMBERS tab ...
Set Team Permissions
File Conversion In Zoho WorkDrive, you can choose at a team level whether newly uploaded files are automatically converted to the appropriate Zoho WorkDrive format (Writer, Sheet, or Show) or not, and whether the Team Folder admins can access this ...
Invite members to your Team
Invite people to your team to exchange ideas and work together. Enter team members' email addresses and assign each person a team role (admin or member), either individually or invite multiple people with the same role at once. Navigate to the left ...
Create your Team
Sign up with Zoho WorkDrive and enjoy creating and collaborating with teams the way you like. Sign up for a free trial. Sign in to Zoho WorkDrive using your credentials. Once signed in, select Create a New Team and enter your team name. Mark ...