🚀 WorkDrive 5.0: Evolving from a file sharing app to an intelligent content management platform: Phase 2

🚀 WorkDrive 5.0: Evolving from a file sharing app to an intelligent content management platform: Phase 2

Hello everyone,

WorkDrive's primary focus has always been to provide an intelligent and secure content management platform, simplify collaboration, and be the central repository of files for all Zoho apps.

In our previous announcement, we unveiled the first set of WorkDrive 5.0 features, including watermarking, bulk version deletion, image annotation, Outlook add-in, and more. Today, we’re excited to introduce the next set of WorkDrive 5.0 feature updates, packed with new features to boost collaboration, strengthen security, and optimize data management.

With 5.0 Phase 2, we’ve now added some of the most-requested tools, including Workflows, Data Loss Prevention (DLP) policies, custom folder permissions, AI features, and advanced sharing options.

Let’s dive into what’s new!

Protect Sensitive Data with DLP Policies (Beta)


Worried about data security? 
WorkDrive’s Data Loss Prevention (DLP) policies automatically classify files containing sensitive information and control what actions can be taken with these files – whether it’s sharing, downloading, copying, or printing.

Automatic Classification
Admins can leverage the following methods to enable automatic classification through DLP policies:
  • Built-in Sensitive Content Identifiers: Choose from 149 pre-defined types spanning 47 countries/regions, such as National ID cards, Bank account details, Social Security numbers, and more. View the full list of supported sensitive information types 

  • Custom Rules: Use keywords, file names, or file extensions to create tailored rules for classification.
Disclaimer: Automatic classification enhances security by identifying and labeling sensitive data automatically, but it may not always be 100% accurate. To ensure full protection, WorkDrive provides manual classification, allowing users to manually label files that may be missed.

Manual Classification
Admins can create custom classification labels and enable team members to apply these labels to sensitive files. This allows warnings to be displayed or specific actions—such as external sharing, downloading, copying, or printing—to be blocked.

InfoImportant: In automatic classification, newly created DLP policies will not be applied to existing files. Only new, modified, or uploaded files after the policy is created will be scanned and enforced if they meet the policy criteria.

Supported plans: Business plan and Zoho One bundle.

Automate and optimize processes with Workflows (Beta)

Workflows automate routine, content-specific tasks, helping your team save time, reduce manual effort, and maintain consistency. WorkDrive supports both automatic workflows (triggered by specific events) and manual workflows (initiated manually by right-clicking a file or folder).

To help you get started quickly, we've enabled three ready-to-use manual workflows (Review, Approval, Review and Approval). You can also use the no-code workflow builder to design and deploy custom workflows tailored to your team’s unique needs.
  • Managing and Tracking Workflows: The Workflows tab in the left panel helps you manage workflows effortlessly. It provides two sections: Waiting for my action and Started by me, ensuring you can keep track of workflows assigned to you and those you’ve initiated.

  • Centralized Workflow Management for Admins: Team admins can access all team workflows from the Admin Console > Workflows, where they can view, edit, delete, or clone workflows, toggle them on or off, and track their activity—all from one place.
Feature Rollout Plan
  • Enabled for new users: The Workflows feature will be automatically activated for all new signups. It will be gradually rolled out to organizations with existing accounts that have not yet used Zoho Writer workflows.

  • Seamless migration for existing users: For organizations that are already utilizing Zoho Writer workflows, our team is working to migrate existing workflows to Zoho WorkDrive Workflows. This ensures a smooth transition to your ongoing processes.

Supported plans
  • Default Workflows (Review, Approval, Review and Approval): Available for all plans except the WorkDrive Individual plan.
  • Custom Workflows: Available only for WorkDrive Business plan and Zoho One users.

Full Folder Customization: Manage Access and Permissions with Ease


WorkDrive’s Team Folders let you collaborate effectively by assigning specific roles to members, such as Admin, Organizer, Editor, Commenter, and Viewer. By default, all Team Folder members can access every file and folder within it. However, with folder customization, you can:
  • Restrict a member’s access to certain folders.
  • Hide specific folders entirely from other members or collaborators.
You can customize folder permissions while creating the folder or after the folder is created. Only users with the Admin/Organizer role or Organize-level access can customize folder permissions.

Once a folder is customized:
  • New members added to the Team Folder or parent folder won’t automatically have access. You’ll need to manually share the folder if needed.
  • Team Folder roles and parent folder permissions won’t apply.
  • Team folder admin roles cannot be restricted or modified with folder customization.
If folder customization is removed:
  • Team Folder members regain access based on their roles.
  • Individual collaborators who had access to the customized folder will lose it.
Notes:
  • Folder customization is only available for Team Folders.
  • It is not supported in My Folders. While you can grant higher permissions to a child folder, you cannot restrict access or lower permissions if the parent folder has higher-level permissions.

Supported plans: All WorkDrive plans (Starter, Team, & Business), Zoho Workplace and Zoho One bundles.

AI-Powered Transcription: Making Audio and Video Content More Accessible (Beta)


WorkDrive now supports generating transcripts (text-version) for audio and video files using our native Zoho AI service. Transcripts are widely used in various fields such as media, education, healthcare, research, and business for documentation, accessibility, and analysis.

Click on a timestamp to jump straight to that part of the file, saving you time on reviews.
  • Supported language: English
  • Supported video formats: mp4, mpeg, mpg, mov, avi, flv, webm, wmv, swf, mkv 
  • Supported audio formats: wav, flac, mp3, opus, m4a

Supported plans: All WorkDrive plans (Starter, Team, & Business), Zoho Workplace and Zoho One bundles.

Boost Productivity with our in-house AI service - Zoho AI (Beta)


We’re excited to unveil Zoho AI, our very own in-house AI service powered by open-source large language models. Until now, Zia has leveraged OpenAI services for AI-powered content creation, image generation, and comment refinement.

Highlights of Zoho AI:
  • With Zoho AI, you get intelligent AI capabilities—completely free and with no third-party configuration!
  • Secure and private as your data stays within Zoho.
Flexible AI selection: Team admins can now enable both supported AI services (Zoho AI and OpenAI) and set a preferred AI service for each feature.

Smarter AI features to improve your workflow:
We’ve already made content creation, image generation, and comment refinement easier with Zia. Now, we’re adding even more intelligent AI features to help you get more done with less effort!

Comment translation
Break language barriers with seamless comment translation. Zia helps you understand and respond in your preferred language or share comments in a language others understand. We currently provide comment translation support for about 74 languages. Learn more about translating comments using Zia 

File Summarization
No more sifting through lengthy documents! With Zia’s AI-powered summarization, you can instantly extract key highlights from your files, helping you focus on essential insights. Plus, you can save these summaries directly to WorkDrive in .zdoc format for easy access and future reference. Learn more about summarizing files using Zia 

Note: Image and cover image generation features are only available through OpenAI services and are not yet supported by Zoho AI.

Supported plans: All WorkDrive plans (Starter, Team, & Business), WorkDrive Individual Free Plan, Zoho Workplace, and Zoho One bundles

File Version Settings: Manage Storage with Smart Retention Controls


One of WorkDrive’s key benefits is its unlimited file versioning, allowing users to effortlessly access and manage different versions of a file. However, for large files like videos and designs, storing multiple versions can quickly consume your team’s storage.

To help you optimize space while maintaining control over file history, we’ve introduced Version Retention Settings. With this feature, team admins can define how many versions to retain, ensuring efficient storage management without compromising accessibility.
  • Need to hold onto only the latest updates? Choose your version limit and free up storage automatically!
  • And for quick clean-ups from individual files, you can use Bulk Version Deletion to clear old versions and keep your projects organized.
Notes: 
  • You can mark a version as "Keep Forever" to prevent them from being deleted automatically based on the team's version settings.
  • Version retention settings currently do not apply to office suite files (Writer, Sheet, and Show) where storage is completely free.

Supported plans: All WorkDrive plans (Starter, Team, & Business), Zoho Workplace and Zoho One bundles

Take Complete Control Over External Sharing


WorkDrive’s advanced sharing settings provide precise control over who can access your files and how they are shared, tailored to meet your organization’s needs. Whether you’re sharing directly via email, creating a custom link, or embedding a file, you will now have the flexibility to enable or disable sharing options individually.
  • Whitelist domains and email addresses for secure sharing
    For an extra layer of security, you can whitelist specific email addresses and domains to ensure files only go to trusted collaborators while sharing externally via email address.

    Supported plans: All WorkDrive plans (Starter, Team, & Business), Zoho Workplace and Zoho One bundle

  • View and remove share permissions in bulk
    From the Shared Items section in Data Administration, you can view all the shared items based on their share types. You can now easily remove access or links from multiple files and folders in bulk.

    Supported plans: Business plan and Zoho One bundle


Link: A smarter way to keep your important links handy


WorkDrive now offers the Link feature, allowing you to manually store and organize URLs, just like files, creating a personal hub for quick and easy access. Whether it’s an important contract, a frequently referenced spreadsheet, or a key website, Links help you keep everything you need at your fingertips.

Here's how Link feature help you work smarter:
  • Save web URLs: The Link feature allows you to store important web links directly within WorkDrive, ensuring quick access to essential webpages without the need to search for them repeatedly.

  • Organize WorkDrive files & folders: No need to duplicate files across multiple locations. With the Link feature, you can organize frequently accessed WorkDrive documents from various folders into one central location for easy access.
Supported plans: All WorkDrive plans (Starter, Team, & Business), Zoho Workplace and Zoho One bundles

Index View: Simplified Navigation for your folders


An Index view is an effective way to present users with a summary of what's available in a folder, sparing them the effort of opening each item manually. It serves as a dynamic guide, allowing users to quickly locate frequently accessed or critical files and folders.

For instance, in a project folder, you can create a Writer document with organized links to key resources such as Getting Started guides, essential steps, and troubleshooting tips. By setting this file as the Index for the folder, team members can instantly access important documents and navigate to relevant sections with ease.

Notes:
  • Supported file types for Index view: Zoho Writer files only
  • Only users with Edit access or higher can add or remove Index for a folder.

Supported plans: All WorkDrive plans (Starter, Team, & Business), Zoho Workplace and Zoho One bundles

Sync desktop folders instantly with WorkDrive TrueSync (Beta)


Tired of manually backing up your important desktop files and folders?

With WorkDrive TrueSync, you can now select specific desktop folders to sync automatically to WorkDrive web. Any changes or new files added to these folders via desktop or via the WorkDrive web app will be instantly backed up, ensuring seamless two-way synchronization.

Feature availability:
  • Currently, this feature is supported only on Windows OS.  Mac support will be available soon.
  • You need to manually download and install the beta version of WorkDrive TrueSync to utilize this functionality.

Explore and share feedback: With WorkDrive 5.0 Phase 2, you’re equipped with a powerhouse of tools to manage files, protect data, and keep collaboration running smoothly. Whether it’s fine-tuning permissions, enhancing security, or streamlining your business processes, these new features have got you covered.

Try out WorkDrive 5.0, and let us know what you think!

Happy collaborating!


    • Sticky Posts

    • March 15, 2023: Zoho Docs is discontinued

      As of today (March 15, 2023) Zoho Docs is discontinued for all users. We would like to thank our customers for trusting us for so many years! Going forward, we're confident you'll enjoy using Zoho WorkDrive for all your advanced file management and collaboration

    • Ask the Experts: Five-hour live Q&A session with Zoho WorkDrive product experts

      Have questions about WorkDrive 5.0? Let’s talk! We recently launched Zoho WorkDrive 5.0, packed with powerful updates to help your team work smarter, stay secure, and get more value from your business content. From content-centric workflows and AI-powered

    • WorkDrive API Documentation

      WorkDrive provides users and developers an extensive set of APIs to help integrate functionalities of Zoho WorkDrive with other Zoho applications and third-party tools. We have published the official WorkDrive API Documentation page for all external users.

    • Support for auto-upgrade in TrueSync (for Windows)

      WorkDrive TrueSync app now supports auto-upgrading to the latest version for Windows OS. You must manually download and install the TrueSync app version 3.4.0 to avail this feature. Download the latest TrueSync app for Windows (version 3.4.0) Supported

    • Introducing Collections

      Create collection links to easily request any number of users to upload files to a particular folder. Once users upload their files, you will be able to view their submissions and manage their files effortlessly. Users don't need a WorkDrive account to

    • Recent Topics

    • Kaizen #213 - Workflow APIs - Part 1

      Welcome to another week of Kaizen! If you have ever managed complex business processes, you know that Workflows are the quiet backbone of any well-run business process. They keep things moving; assigning owners, sending alerts, keeping deals on track,

    • Browser and address bar hide

      Hi, How i can do hide the address bar with browser headline when i am working on the sheet, because i am using (freeze panes) which i want visible for full work. For your reference here i am attached the screen shot and marked yellow lines which really

    • Cells Border

      Hi I am using Zoho Sheet on S Tab , is there any option to make all border of any cell at once. I think this is very basic which we are missing. This is available in mobile but not in tab or suggest if i am missing this function. And for Tab can you give

    • Credit Management: #2 Configuring Right Payment Terms for Credit Control

      Think about the last time you ordered something online and saw that little note at the checkout, "Pay on Delivery" or "Pay later". It's simple, but it actually sets the tone. As a business owner, you know exactly when payment is expected. Now, imagine

    • Zobot and Sales IQ

      What will happen to the Zoho Sales IQ being integrated to the website after creating the Zobot on the website too

    • Workflow workdrive rollout

      Hi! When will workflow be rolled out to all users? Thanks.

    • Help Center and SEO: Any Benefit to My Domain-Mapped Website Ranking?

      First of, I love the Help Center which I've just decided to integrate into my website to replace its old-fashioned FAQs. So much more to achieve there now! Lots of new benefits to the site visitors and to me in terms of organizing and delivering all the

    • Blueprint status change

      I want to change the Blueprint status of a workflow. The status is completed automatically when I added the record through API call. But I want to make it active, I don't see any options for this. Even if I draw transition from any stage , it is not visible

    • Support french language options

      Greetings, I want to use Zoho with the french language portal, however the supplied translation is not very good (google translate). There are many basic mistakes on the main most important sections (my requests, submit a request). Is there a way for

    • Automation #7 - Auto-update Email Content to a Ticket

      This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Email is one of the most commonly

    • filter broke my data

      I uploaded a file recently from Sheets and it has top 2 rows frozen, with table headers in second row and each one is filterable. somehow my first 2 columns became unfiltered and no matter what I do I cannot reapply the filter?? also didn't realize they

    • Introducing the Workflow and Actions APIs for Zoho CRM

      We are absolutely thrilled to announce the release of Workflow APIs and Actions APIs in Zoho CRM’s v8 API suite! This powerful new set of endpoints gives developers unprecedented programmatic control over business automation. For years, Workflow Rules

    • Zoho CRM Analytics - Allow To Reorder Dashboards

      I would like to suggest that you add the ability to reorder dashboards in the Analytics Module. I can see that this has been requested some time ago, the latest 9 years ago. I am not sure if this is a big or small endeavor, but such a small fix can go

    • Zoho Form URL displays incorrect name

      Hi, I have a form I created called "Design Request form". It displays this way everywhere I look. However, in the URL, it shows up as "DesignJobRequestFormFINAL011325PROOFV1B" and I'm not sure why. I can't find where to fix this. Does anyone have any

    • Consumers are talking about your business. Are you listening?👂

      A loyal customer might be praising your product in a forum. A frustrated user could be posting a harsh review on a public site. An excited partner may have left a comment on your campaign. A domain expert might be deconstructing your product. A prospect

    • What counts as a Temp for Billing Purposes in Workerly

      I'm considering trying this product but am not sure how the temp count is used for billing purposes. For example, if we keep a large data base of 500 potential workers.....are we billed for that or only if they are assigned to a client at a given point

    • Form name incorrectly displayed in URL

      Hi, I have a form I created called "Design Request form". It displays this way everywhere I look. However, in the URL, it shows up as "DesignJobRequestFormFINAL011325PROOFV1B" and I'm not sure why. I can't find where to fix this. Does anyone have any

    • I can't receive mail

      Hello, I can't receive e-mail. I no longer receive e-mails to the e-mail I received for ​my site. I also edited the DNS settings, but it doesn't work at all.

    • 1‑to‑1 invite missing post-setup (needs re-invite) vs channel invite auto-joins without business prompt

      1. Zoho Cliq 1‑to‑1 external invite The inviter sent a 1‑to‑1 invite to an invitee who didn’t have a Cliq account. After the invitee completed account setup and created a business/organization, the website redirected them to Cliq, where they opened Cliq

    • 【開催報告】東京 ユーザー交流会 Vol.3 2025/10/17 Zoho サービスの活用促進を外部ツールとの連携で実現！

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 10月17日(金)に新橋で「東京 ユーザー交流会 Vol.3」を開催しました。ご参加くださったユーザーの皆さま、ありがとうございました！ この投稿では、当日のセッションの様子や使用した資料を紹介しています。残念ながら当日お越しいただけなかった方も、ぜひチェックしてみてください😊 ユーザー活用事例セッション：Zoho Flowと決済システムの連携 あみろくの岡島さんに、Zoho サービスの活用事例として、Zoho Flow を活用した外部サービスとの連携事例をご共有いただきました。

    • received email opens in a new tab every time I log in

      as per the title: since about when I first made my email account, every single time Ive logged in to view my inbox, a new tab opens for an email I viewed once as if restoring a closed session. I thought I just didnt understand the "starting up" settings

    • Engage with your customers at scale using WhatsApp Marketing Template messages

      Hi everyone, To make it easier for organizations to communicate with customers, Desk now allows you to send individual, mass, and bulk WhatsApp template messages from both the Ticket and Contact modules. How is this going to benefit your business? WhatsApp

    • Importation Tickets error

      Hi, I'm newbie here 🤓 So, i'm importing data from csv, but when I try advance to mapping fields the importer tool show this message: Previously I try import, other data, and not show errors in this step. Some ideas? Best Regards,

    • Showing description in timesheet and timelogs.

      I am wondering if it’s possible in version 5 of Zoho People to have the description show by default or with a manipulation on the user’s part. Let me show you what I mean. As you can see this is the view for the users. Now if they want to see the full

    • Direct “Add to Google Calendar” Option in Zoho Meeting

      Hello Zoho Meeting Team, Hope you are doing well. We would like to request an enhancement related to the “Add to Calendar” functionality in Zoho Meeting. Currently, when we open Zoho Meeting and view our meetings under My Calendar, there is an Add to

    • Add Flexible Recurrence Options for Meeting Scheduling in Zoho Cliq (e.g., Every 2 Weeks)

      Hello Zoho Cliq Team, We hope you are doing well. Currently, when scheduling a meeting inside Zoho Cliq, the recurrence options are limited to Daily, Weekly, Monthly, and Yearly. There is no ability to set a meeting to occur every X weeks — for example,

    • Workaround: openURL in Blueprints - An alternate approach

      There is a roundabout way to open a URL in blueprints after a save event. By using the 'onBeforeMandatoryFormSave' in Client Script, you can open an external URL. Now, the problem is, this is designed to be run BEFORE the blueprint is saved, not after,

    • MTD SA in the UK

      Hello ID 20106048857 The Inland Revenue have confirmed that this tax account is registered as Cash Basis In Settings>Profile I have set ‘Report Basis’ as “Cash" However, I see on Zoho on Settings>Taxes>Income Tax that the ‘Tax Basis’ is marked ‘Accrual'

    • Migrate file from Single File Upload to Multi File Upload

      Dears, I have created a new field Multi File Upload to replace the old Single File Upload field. I'd like to ask you guys what is the best way to migrate the files to the new field?

    • Open "Live Chat" from a hyperlink?

      Hi, I often write paragraphs and text on our company website, and usually say you can get in touch with us via live chat. Can the chat window be triggered to pop open without clicking the chat graphic in the bottom window, and use it in a hyperlink? ie:

    • Zoho Sites search box

      Is there a Search box that can be added to a Zoho site? It would be for searching within the site only.

    • What stops me from packaging and shipping an order when the inventory is negative?

      It seems if the inventory value is negative, that Zoho Inventory should not allow me to create a Package and Ship it.   But, there seems to be nothing to stop me from doing that other than when I go to physically package the item and realize that there is no stock. There also seems to be nothing on the screen that even indicates to me that I should not package and ship.  To me this is the fundamental point of an inventory system.  Am I doing something wrong?   

    • Conditional formatting based on another field

      Hi I have two fields on my form stage 1 complete and stage 1 deadline.  I am trying to setup conditional formatting so that if stage 1 complete is after stage 1 deadline the record is highlighted in red. I need both stage 1 complete and stage 1 deadline

    • Is there API Doc for Zoho Survey?

      Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. Than

    • Using IMAP configuration for shared email inboxes

      Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure

    • The sending IP (136.143.188.15) is listed on spamrl.com as a source of spam.

      Hi, it just two day when i am using zoho mail for my business domain, today i was sending email and found that message "The sending IP (136.143.188.15) is listed on https://spamrl.com as a source of spam" I hope to know how this will affect the delivery

    • Changing a Single-Line Text field into a Multi-line Field without losing data

      Is it possible to change a Single-Line Text field into a Multi-line Field without losing data. I have a module with data for which I would like to change a single-line field into a multi-line field but I'm worried it might delete the pre-existing da

    • Webhook - Google Sheets

      I have 2 forms that are both integrated with Google Sheets. I've set up a webhook to pull form 1 data from Google Sheets to prefill data in Form 2. The issue I have is that the forms name fields are First Name & Last Name but the Google sheets integration

    • Verified Mark Certificate

      Hello Dears, Can anyone help and check my mail or direct me to the desired person who can add the verification tag to my mail https://www.zoho.com/blog/mail/email-authentication-with-bimi.html

    • Appointment booking is temporarily unavailable

      Embeded Zoho booking page in my WordPress website. When someone starts a booking, after choosing time and date, an error appears before payment - "Appointment booking is temporarily unavailable due to restricted settings." Used the embeded code given

    • Next Page