You can now attach files from cloud services!

You can now attach files from cloud services!

Hello everyone! We are back with another exciting update.

Gone are the days when we stored files only on our computer hard drive. In recent times, most of our documents are stored on Cloud services so that we can access them anytime, anywhere.

The Files section under each record in your Bigin account holds important documents like brochures, price list, quotes, invoices, and agreements related to each record.

Let's say you have the quotation of a deal stored in Zoho Workdrive and you want to associate it to the deal in your Bigin account so that all the information is available in one place.

But, the process of opening the cloud app, downloading the files and then uploading them to your Bigin account is time-consuming! And, to do this for every record makes the process simply tedious. To make things easier we have introduced the cloud picker feature in Bigin.

You can now attach files to your records/notes from cloud services like Zoho Workdrive, Google Drive, Box, OneDrive, Dropbox and Evernote.

Simply hover over the attachment icon to choose one of the options and attach files to the records right from your Bigin account.

And, if you have documents stored in some other file storage app or some website, you can attach them to your record using the Link option.

You can read about this in detail hereDo try the feature and let us know your feedback.

And that's not all! We have a series of much awaited updates releasing in the coming weeks, watch this space for more information.

Bigin - User Education

    • Sticky Posts

    • Introducing Bigin Premier: Multi-currency, Advanced Workflows and more!

      Hello everyone, We are thrilled to announce an all-new edition of Bigin which packs several new features like Multi-currency, Advanced workflows, Custom lookup fields and more - Premier edition. Here is a comprehensive video on what you should know. ​
    • Ask the Experts #1: 5-hour knowledge exchange marathon on Bigin

      Hello, Bigin Community! We are excited to welcome you all to our first ever "Ask the Experts" session for Bigin. Ask the experts (ATE) sessions allow users to interact with our Product Management and Development team - the actual brains behind the product.
    • Introducing APIs for Bigin

      Dear customers,   I hope you all are doing good. It's been quite a journey since we launched Bigin publicly, and we are pleased to see all your responses so far. Today, we are excited to launch our APIs, making Bigin even more extensible. With the launch

    Zoho Pagesense Resources

        Zoho SalesIQ Resources

              Zoho TeamInbox Resources

                Zoho DataPrep Resources

                    Zoho CRM Plus Resources

                      Zoho Books Resources

                        Zoho Subscriptions Resources

                          Zoho Desk Resources

                            Zoho Projects Resources

                              Zoho Sprints Resources

                                Qntrl Resources

                                  Zoho Creator Resources

                                    Zoho WorkDrive Resources

                                        Zoho Campaigns Resources

                                          Zoho CRM Resources

                                                      Design. Discuss. Deliver.

                                                      Create visually engaging stories with Zoho Show.

                                                      Get Started Now