How to organize your files better in Zoho Docs?

A clean, organized desk persuades you to get to work while a m essy desk creates stress and confusion. It's the same with files and folders on your desktop or the cloud. Poorly ordered files and folders eat up your time and efficiency. Here are some tips to organize files and folders better in Zoho Docs to make you more productive at work.

                                                            Organize better. Search less.

Create and classify folders.

The first step to have your files in order is to identify your folders. Depending on the work you do, create separate folders to save different sets of files. You can classify folders based on projects or tasks. For example, if you work in Sales and Marketing, your folders can include Marketing Analysis, Ads & Campaigns, Press Releases, Blogs etc.

It's a useful practice to use dates in folder names. This pays off well when you want to find a particular file long after you created it. It also creates coherence and consistency in your folder structure. If you generate marketing reports on a month to month basis, create a folder named Marketing Reports 2017. The sub-folders or files in this folder can be named April 2017 - Marketing Report, May 2017 - Marketing Report etc.

Follow a format to name your files.

A file's name should identify its contents. Use crisp and short filenames which contain key terms that represent the information inside the file. It'll be much easier for you to name your files and find them later if you follow a uniform format to create filenames.

Let's say you have a folder named Blogs 2017 where you save all the blogs you write in the year 2017. You create a blog on how to plan a holiday. Your filename can be Planning Holidays - Blog- Apr 2017. This filename follows the format: <Topic> - <Category> - <Date>. Similarly, you can create formats that make it easier for you to search, identify and locate files.

Remember to add tags.

Tags are keywords associated with the subject of a file. Once you add tags to a file, you can use these keywords to search and find the file later, even if you forget the filename and the folder to which it belongs. For a write-up on Planning a Holiday, the tags can be holiday, destinations, travel, visit etc.

Add to Favorites.

Sometimes there'll be files that you frequently need to refer for various purposes. Add those files to your favorites list so that you can access all of them in one place.

 

Trash outdated files.

Clean up your folders once in a while to get rid of files that you don't need any more. This will prevent piling up of unnecessary files and folders.

Make use of Sort.

Control the order in which files get listed on your screen.You can sort files according to three parameters in Zoho Docs: Last opened, Modified date and Created date. 

• Topic Participants

• Sera Cherian

• Sticky Posts

• How to organize your files better in Zoho Docs?

  A clean, organized desk persuades you to get to work while a messy desk creates stress and confusion. It's the same with files and folders on your desktop or the cloud. Poorly ordered files and folders eat up your time and efficiency. Here are some tips to organize files and folders better in Zoho Docs to make you more productive at work.                                                             Organize better. Search less. Create and classify folders. The first step to have your files in order

• Publishing Your Documents

  With Zoho Docs 3.0, you can now publish you documents and make it available to the whole world. Once you publish your documents you get a URL that you can share with anyone, by posting it in a website a blog or even social media platforms like Facebook and Twitter. To publish any of your documents, just follow these steps: Right click on the document you want to publish From the drop down menu, select Properties In the pop-up window you will see a Make this document public option. A Make Public pop-up

• Recent Topics

• How to use CDN with Zoho wesbites.

  I want to use CDN with my zoho- hosted website. I currently have a dot in website. I would seriously like to utilize CDN such as MAX CDN and cloudflare. Its that am not able to change dns with dot in website. Which is a great catch. Today site speed matters a lot both for business or personal sites. I have lot of visitors from different parts of the world and they suggest to make the website more faster. I would be great if I'm able to use dns or may be cdn.

• Tip of the Week #58– Stay informed by following threads!

  Want to be notified about the activities happening over a specific thread without getting directly involved there? In shared inboxes, not every message requires your immediate response, but that doesn’t mean it’s irrelevant. Without a clear way to keep

• Zoho CRM 表示が変わった？

  いつからかわからないのですが、本日（6/3）、表示が変わったことに気がつきました。 皆さんの環境でも変わっているのでしょうか？ 当方は Zoho CRM Plus で Zoho CRM Everyone 環境です。 ■タブと項目 タブのレイアウト表示名が「標準」から「スタンダード」になっている。 表示だけなので Deluge とか影響はないとは思います。 ■レコード一覧の項目選択の表示 選択すると青色線で囲いが表示されるようになった。 選択しやすくなって使いやすいです。

• How do we add Google Analytics code to Zoho Bookings scheduling pages or the thank you page?

  We need to track user activity on individual Bookings' pages and/or the thank you pages? How do we do this?

• please include option for editing attachment name

  Users need the ability to rename an attachment without having to delete the original and then uploading a duplicate just to rename the doc. We need the ability to edit the name of an attachment directly in zoho. dgdlux

• Lead Created Time Field

  I don't remember doing it but I must have removed the "Created Time" field from my lead module at some point.  Usually it doesn't let you permanently delete fields like this but it is not in my unused fields so it must have been permanently deleted somehow.

• Notebook Password Recovery?

  I'm a very happy new user of Notebook, but ... my password has fallen from my memory and I am finding no avenue to reset it. How can I reset it to recover access to my notes? Thanks so much, HOC

• Unable to create a download link for an uploaded Workdrive File

  Hello, I have some custom logic that is working fine to load image files into a Workdrive folder. I'm not having much success however in being able to then set the file as downloadable and retrieving the download link from my custom logic. My code for

• Data preservation when a Recruiter Admin leaves the organisation and account is deleted

  I can’t find in the documentation on this topic, so asking here. When the Recruiter Admin employee who has done all the hiring work, e.g. publish job postings, updating email notification templates, changing candidate statuses, writing notes, communicating

• Zoho Sprints mobile app(Android and iOS) v2.0

  Hello everyone! We’re thrilled to announce that Zoho Sprints Mobile app2.0 is now live. With the newest version of the Zoho Sprints mobile app, we hope to provide a fresh, faster, and intuitive experience for managing your sprints on the go! Whether you're

• Open-source Zoho API package for Python

  Dear Community, Some time ago I have started working on Zoho API to handle data management in more automated manner than before. Then I have found no relevant materials, except of Zoho API documentation, about how to start. Of course I do not mean it

• Zoho Writer and Zoho Forms - Merge on update of a form

  Once Zoho Form is submitted it requires a check by the adviser / sales person and adding additional infomation to it before it gets send to the customer for the signature. Unfortuantely there is no option to Merge on update, only on submission of the

• Journal Entries Do Not Show Multiple Entries to the Same Account

  Another basic accounting function that Books ... Accountants sometimes write journal entries, debiting and/or crediting the same account in the same entry. This is due to the need to record specific activity in an account when we pull reports especially

• Cookies

  Hey Guys, being a EU based company, we're forced to show the cookie banner, providing easy to read information about the cookies we use and giving the choice to select which cookies the accept. I know in Zoho Marketing Hub, SalesIQ and Sites there are

• Zoho Sign Custom Domain

  Any plans for Custom Domain?

• Introducing AI-powered agreement management in Zoho Sign

  Hello! From automating repetitive tasks to enabling smarter decision-making, AI has moved from a futuristic concept to a practical tool for modern businesses. One of the most impactful applications of AI is in agreement and contract management. By leveraging

• My bank is not in Books

  Hello, I tried to configure bank feeds for my bank, but it doesn't appear in the list of supported banks. Does that mean that i cannot configure feeds at all ? Is there any way to add my bank in the list ? Also, as far as I saw, the list has no Belgian bank : Belfius, BNP Paribas Fortis, KBC,... Thanks for you answer Xavier Liégeois Though Happy Zoho user

• Updating a contact record's multiple select field

  Hi folks, I have a multiple select field (called Mailing Lists) in Zoho CRM which I wish to set to the text "Weekly Email" I have created a step in Zoho Flow using a Create or Update Contact. In the Mailing Lists field, I put the text "Weekly Email"  (including the quotes) but the flow returns an error requesting a jsondatatype.  I have tried {'Weekly Email'} but I still get the same error. Also tried Weekly Email (without the quotes) How do I format an update of a multiple select field  with Zoho

• CRM module name capitalisation bug ?

  HI, I''m writing a deluge script from Desk to create a task in CRM. All is good when I deal with a lead, but not when a contact is involved. It took me days to figure it out. It might be a bug. Here is a snippet of my script // Ticket Description taskMap.put("What_Id",{"id":ticketContactId});

• Can I convert Multiline fields from Plain text to Rich Text?

  I have added several custom multiline fields (Plain text) in the Zoho CRM module "Accounts" before the Rich Text (RTF) feature was released in 2024. Now I am looking for a way to convert them to Rich Text format. Is there a way to do this? The problem

• Webinar Recording: Maximizing Productivity with Bigin's Mobile Apps

  Dear Biginners, Hope you're doing well! As part of our ongoing Masterclass series, we’ve just completed an exciting webinar that explores the capabilities of our mobile apps. Whether it’s managing deals, communicating with customers, or meeting deadlines,

• Need Help with Zoho CRM Integration

  Hello everyone! 👋 I'm currently in the process of integrating Zoho CRM with an Android gaming website focused on Fire Kirin Game. While everything is progressing smoothly, I'd love to get some expert input to make the integration as efficient and seamless

• Validating an order by a superior

  Hi, I have a very specific use case for Backstage. Let me know if this is possible or how I could get around this (or if there are no workaround). One of my client uses Backstage to manage internal (on site) events. Participants from different departments

• Lets Talk Recruit: Key Takeaways from Our India Community Meetups

  Welcome back to Let’s Talk Recruit, the series where we bring you real stories, product insights, and community highlights from the world of recruitment. Our last post covered how you can build approval processes with zero follow-ups using Recruit. In

• Emails Migration to Zoho

  Hi, I am in the middle of a migration from Salesforce to Zoho one. I am stuck on migratiing emails from Salesforce into Zoho. Does anyone have any suggestions?

• How to set an automatic BCC recipient

  Hi there, is it possible to set a BCC recipient email address that is automatically showing up in the BCC field when you compile an email for a contact or lead? I want pretty much all emails I sent out of Zoho CRM to have the same BCC email recipient,

• zoho commerce

  "I need to know where to find the wishlist function in Zoho Commerce."

• Request to Recover Deleted Task List – Project ID: RIV-MOD-10722

  Hi Zoho Team, I hope this message finds you well. My Zoho task list associated with Project ID: RIV-MOD-10722 appears to have been deleted. When I clicked on the task link from the email notification, I received the following message: "Task has been deleted

• Popup Input Fields on Kanban View

  Hi, I have modified the default deals module in zoho crm and using it with kanban view , I've configured my blueprint to ask for necessary input fields on stage updates but it only works on the deal details page. What I want to achieve is to show these

• Zoho Developer Hangout (ZDH) – Episode 19 | Catalyst for Zoho Developers

  Hey developers! Ready to shift gears from writing long Deluge scripts to building with single-purpose functions and powerful service calls? This session is for Zoho developers who are familiar with typical approaches to working in the Deluge environment

• Why is it so difficult to login to zoho store dashboard

  I have logged in using zoho id and unable to access dashboard from past 30 mins - why is it so difficult to go dashboard of my own store?

• Problem with CRM Connection not Refreshing Token

  I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to

• Zoho Thrive is getting a revamp: Here’s what’s changing

  We’re excited to bring you an upgraded Zoho Thrive experience! This update features a more intuitive interface, improved navigation, and enhancements to help you manage your affiliate and loyalty programs with ease. What’s new? A more flexible start:

• Narrow Columns for the Calendar Day View

  Hello Zoho folks, First off thank you for Zoho Bookings! I have a feature request: the ability to adjust the columns width for the calendar Day View. User Story: Given that I am a Zoho Bookings admin And I am logged-in And I have > 5 staff members When

• Using Bookings as a training management system

  I'm looking for a system for my company. We need to be able to give clients a way of booking courses with us from a pre-defined schedule. We'll need for them to be able to book, cancel or amend bookings without manual intervention from our side. The system

• Multi Vendor store

  Are there any options for setting up an online mall or marketplace that supports multiple vendors, like Etsy and Amazon, where a buyer can search across multiple stores within a mall to find products? Each store owner can administer their own products

• Related List Client Script

  Noticed that now we support Related List Client Script. But I cannot find any guidance regarding this. May I know how to capture the chosen value?

• Importing into Multiselect Picklist

  Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,

• Limited to one Image Attachment in Service Reports

  The ability to attach multiple before and after pictures of work performed is a vital feature for many field service companies. Current attachment limit is 10MB. When adding an image to the appointment notes field, it is producing an image with an average

• Zoho Forms Layout Limitations Impacting Conversion

  Hi everyone, I’m encountering some challenges with Zoho Forms' design and layout limitations, and I believe this is impacting the conversion rate of our website. Our goal is to capture as much information as possible from leads, but for UI/UX reasons,

• Next Page