Hi, 

I'm building out our small business' Zoho CRM implementation and are on a Zoho One plan. We do LED Lighting Projects for customers, and collect data like customer utility bill PDFs, and pictures of existing lighting that we want to keep in one centralized repository from a Deal through to a project we are executing on.

There are certain documents we want to hold within the Deal record itself to make it easily accessible to our seller, including a Customer Utility Bill PDF. We've also created a custom module called Customer Projects to maintain and hold all data that will eventually pertain to a customer project, which includes a mixture of custom fields and documents like site audit data (XLSX), energy savings calculations (XLSX), statements of work (DOCX), and images of post-installation lighting and fixtures. 

In WorkDrive, I want to have one folder per Deal that contains all of these customer-related documents. It should be a Team Folder that is accessible to all team members (not just a record owner), and I'd like the data both from the Deals Module as well as the associated record from the Customer Projects module to exist in both of those places if possible. 

I can see from Zoho MVP Hugh Marshall's (excellent!) videos on Youtube how to automatically create structured Client folders in WorkDrive from Zoho CRM: https://www.youtube.com/watch?v=TbIhJLCtoiQ ; how to automatically ensure those sync with the CRM: https://www.youtube.com/watch?v=sCmKvf1hvDs; and how to make those files visible in a related list within a Zoho CRM Module: https://www.youtube.com/watch?v=CgPSg0CMBhU. Thank you Hugh for these!