Availability

1. Available in Express and Pre​mier editions. 
2. File cabinet topping is available for purchase for $4/month/org.
   

Permissions

1. Users with Administrator profile can install file cabinet topping for the org.
   

Configure File Cabinet topping

1. Install file cabinet topping
   
2. Enable file cabinet topping for the contact

Install File Cabinet topping

1. Log in to your Bigin account with administrator privilege.
   
2. Go to Settings > Integration/Toppings
   
3. In the Built by Bigin tab, search for File Cabinet > Click Install.
   
   As File Cabinet Topping is powered by WorkDrive, the Super Admin can connect an existing WorkDrive account. 
   
   Or, a Zoho WorkDrive account will be created in the backend in the Essential plan (storage limit: 1GB) if you don't have a WorkDrive account. 
   

If your existing WorkDrive account is an individual account, then it will be converted as Team Account upon integration and all Bigin org members will have access to the files added to the Bigin folder in the WorkDrive account.

Enable File Cabinet topping

1. Record details page
   
2. Mass action
   
3. Workflows
   

File cabinet can be enabled for 500 contacts/user/day.

Record details page

1. Go to the Contacts module and open the desired record.
   
2. Go to the Files tab.
   
3. Click Enable File Cabinet.
   
   A link is generated.
4. Edit the email content if required and send the link through email to the contact.
   
   

Mass Action

1. Go to the Contacts module and select the desired records.
   
2. Click More and select Enable File Cabinet from the drop-down.
   
   
   
   
3. Edit the email content if required and the unique link will be sent to each contact via email.

Workflows

1. Go to Settings and then Workflows.
   
2. Click + Create Rule.
   
3. In the Create New Rule pop-up:
   
1. Select the Contacts module from the dropdown.
   
2. Enter the Rule Name.
   
3. Enter a description for your workflow rule.
   
4. Click Next.
   
5. In trigger section, click the On a Record Action tab and select Created.
   
6. In conditions section, select All contacts.
   
7. In instant actions section, click +Enable file cabinet.
   
   
8. Enter the action name and modify the email content if required.
   
   Whenever a contact is created, file cabinet will be automatically enabled for that contact and the link will be shared via email.
   
9. Click Save.

Viewing the uploaded files

1. Internal Files - Files uploaded from Bigin by the organization users will be available here. The contact cannot access these files.
   
2. External Files - Files uploaded by the contact through the link and the files uploaded by the user to share with the contact will be available here.  

To view the files

1. Go to the Contacts module and open the desired record.
   
2. Click the Files section.
   
3. Go to Internal files tab to view files uploaded by Bigin users.
   
   
4. Go to External files tab to view the files uploaded by contacts. 
   
   

Disable File Cabinet topping

1. Go to the Contacts module and open the desired record.
   
2. Go to the Files section.
   
3. Click File Cabinet Actions drop-down and select Disable File Cabinet.
   
4. Confirm the action by clicking Disable in the confirmation pop-up. 
   
   

1. Go to Settings > Toppings > Built by Bigin.
   
2. Search for File Cabinet topping > Click Manage.
3. Click Uninstall.