Manage Files | Online Help | Zoho BugTracker

Manage Files

Organize Files

  1. Navigate to your project and click Documents from the top band.
  2. Click in the upper right corner of the page to view files by Thumbnail, List and Compact.
  3. Click to sort files by Name, Last modified and Time Created.
  4. Click to filter by All, Folders, My Drafts, Documents, Spreadsheets, Presentations, PDF, Images, Audio, Videos.
  5. Click on a file to open and click  in the right panel to view its details.
  6. Click in the right panel to add comments.

 File Operations 

  1. Zoho BugTracker allows multiple operations on your files. Right click on the file, then click
  1. Open to directly access the file's contents.
  2. Open With to launch the file using a specific desktop application.
  3. Preview to quickly view the file without opening it fully.
  4. Properties to display detailed information about the file, including its creation date, modification date, and owner.
  5. Share to grant access to the file by adding members and assigning permissions.
  6. New Embed Code to generate an copyable embed code to integrate the file within a website or other platform.
  7. New Download Link to create a shareable link for downloading the file. Enter a descriptive name for easy reference. Set a limit on the number of times the link can be used. Specify a date after which the link will no longer be valid.
  8. Share to Support to share the file with the Zoho WorkDrive support team for assistance.
  9. Add Comment to leave a comment on the file, using @name to mention specific individuals.
  10. Upload New Version to replace the current file with a new version, providing version notes for tracking changes.
  11. This uploads the latest version of the file with its new version number. If the previous version is 1.0, the latest one is stored as 1.1 to allow further changes in this version and later you can move the file to the main version 2.0 when there are no more changes.
  12. Check Out to claim the file for exclusive editing temporarily. You can download, view, or close the file after checking out.
  13. Once you are done with your editing, you can click Check-In to check in the file. When you have checked out a file, other shared users will be able to see only the previous file version and not your version until you check in. Checked out files will have a lock symbol.
  14. Add to Favorites to pin the file to your favorites list for quick access.
  15. Label As to categorize and organize the file using labels.
  16. Copy To to create a copy of the file in another folder within the project.
  17. Rename to modify the file's name.
  18. Move To to relocate the file to another folder within the project.
  19. Download to download the file to your local device.
  20. Move to Trash to delete the file from the project.

 Bulk Updates 

  1. Hover over the file, select the file(s) and
    1. Click to copy file links to clipboard
    2. Click to download files to local device.
    3. Click  for more bulk actions.



    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Manage Folders

                                                                                                        Organize Folders Organize your project files based on a category. You can group all your marketing collateral in a folder and sales documents in another folder, so that it's easy to pick out. You can add, edit and delete folders in Zoho BugTracker. ...
                                                                                                      • Upload Files

                                                                                                        Upload Files From Desktop Zoho BugTracker allows you to browse and upload your files from your personal desktop, and cloud services such as Google Drive. You can upload any file type like *.jpg, *.png, *.doc, *.docx, *.ppt, *.xls, *.csv, *.mpeg, ...
                                                                                                      • Share Files

                                                                                                        Share files with your friends inside or outside the BugTracker portal. Only the Portal Owner and users having the Admin profile can share files in Zoho BugTracker. Benefits: Share files with users in your portal. Generate protected links to share ...
                                                                                                      • Share Files

                                                                                                        Share files with your friends inside or outside the project portal. Only the Portal Owner and users having the Admin profile can share files in Zoho BugTracker. Benefits Share files with users in your portal Generate protected links to share files ...
                                                                                                      • Upload Files From Desktop

                                                                                                        Zoho BugTracker allows you to browse and upload your files from your personal desktop, and cloud services such as Google Drive. You can upload any file type like *.jpg, *.png, *.doc, *.docx, *.ppt, *.xls, *.csv, *.mpeg, *.zip, *.wmv etc. ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources