Upload attachments from the cloud

Upload attachments from the cloud

Have you ever found yourself in a position where you’re trying to get files out of the cloud and attach them to records in Zoho Desk? You probably end up having to download the file to your computer first and then attach it once again to a ticket or an article. Not anymore!

We just sneaked in a new feature called "Cloud Picker" that allows you to create a direct connection between your cloud storage service and Zoho Desk. With instant access to your cloud-based files, you can attach them to Zoho Desk records at the click of a button.



With Cloud Picker you can attach files from Zoho Docs / Dropbox / Box / Google Drive / OneDrive / Evernote. You can choose which services to connect to Cloud Picker, granting access only to those from where you find yourself attaching files. When you select a service, you will be asked to authenticate your account to view files stored on them. Once authorized, you can browse your files on a service seamlessly across Zoho Desk.

 

Here is a list of modules where you could upload attachments from the cloud:

Modules Actions
Tickets
  • Submitting a ticket
  • Under 'Attachments' tab
  • During Reply, Reply All & Forward
  • In Comments
  • In the Team Feed
Articles
  • Adding an article
Tasks
  • Under 'Attachments' tab
Customers
  • Under 'Attachments' tab
Products
  • Under 'Attachments' tab
Contracts
  • Adding a contract

We strongly hope you find Cloud Picker useful as you look for uploading files from the cloud. Go ahead, give it a try and share your feedback with us.

Meanwhile, don't forget to visit the "What's New" page regularly for a list of the most recent changes to your Zoho Desk.