Manage File Storage in Zoho CRM
This page presents file storage-related information for users for whom the Documents tab is powered by WorkDrive. It is now available for new signups in all DCs. It will be rolled out to existing users in the future.
For users without this update, the file storage-related documentation is available at Manage File Storage.
For users without this update, the file storage-related documentation is available at Manage File Storage.
File storage includes the space occupied by images, record attachments, and files that are associated with a record. File storage in CRM is powered by Zoho WorkDrive.
Storage plans
Your CRM org will be connected to a WorkDrive account on a paid WorkDrive plan or an Essentials plan.
WorkDrive paid plans
If your CRM org is connected to a paid WorkDrive plan, its storage limits will be used for file storage in CRM.
To view pricing-related information for WorkDrive plans, see: Zoho WorkDrive pricing.
To compare WorkDrive plans, see: Zoho WorkDrive plan comparison.
To view pricing-related information for WorkDrive plans, see: Zoho WorkDrive pricing.
To compare WorkDrive plans, see: Zoho WorkDrive plan comparison.
Essentials plan
If you've created a new WorkDrive account from Zoho CRM, you will be mapped to the Essential plan by default. In this case, the storage plan will be 5 GB for the org and additional storage of 1 GB per user license. This will apply across all editions of Zoho CRM.
For more details related to the Essentials plan, please refer: Essentials plan
For more details related to the Essentials plan, please refer: Essentials plan
To access File Storage
- Navigate to Setup > Data Administration > Storage.
-
Select the File Storage tab.
In WorkDrive Details, you can see the total storage available and the amount of storage being used at the moment.
Click More Storage Details to get a more detailed look at how different team folders and users are consuming storage.
Non-inclusive storage details refers to files that are not included in your WorkDrive's storage plan for now. They will be included in the near future. These include:
Non-inclusive storage details refers to files that are not included in your WorkDrive's storage plan for now. They will be included in the near future. These include:
- Templates
- Files added to a record via the File Upload field
- Images added to a record via the Image Upload field
- Notes attachments
To upgrade/downgrade your WorkDrive plan or to buy additional storage
- Navigate to Setup > Data Administration > Storage.
- Select the File Storage tab.
- In the WorkDrive Details section, click Manage Subscription.
You'll be redirected to the Zoho WorkDrive's Store page where you can purchase the storage you need.
NoteIf you've integrated other Zoho apps to WorkDrive, their storage will be combined and displayed as the total storage in WorkDrive. No app-specific restrictions apply to this storage, as it is shared among all apps.
Access your files securely from anywhere
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Manage File Storage
For new signups, the Documents tab is powered by WorkDrive. It will be rolled out to existing users in the future. Users with this update can refer to: Manage file storage in Zoho CRM. For users without this update, the file storage-related ...Manage Data Storage Space
The storage space in Zoho CRM is divided into two categories: Data and File for a clearer representation. These categories are further classified into Storage and Usage details. Data storage It is the total space occupied by the records in the ...Troubleshooting Data Storage
My data storage was full, so I deleted many unnecessary records but the storage still shows as full and I cannot add new records or notes. The data and file storage in your organization is checked and updated once an hour. This means that it will not ...WHMCS for Zoho CRM
Provisioning Modules in WHMCS, also referred to as Product or Server Modules, enable provisioning and management of services for WHMCS. As an authorized Zoho reseller, you can configure Zoho CRM module in WHMCS and make it available to your customers ...Zoho Contracts for Zoho CRM
The Zoho Contracts extension for Zoho CRM lets you work on contracts and contract templates from within Zoho CRM. It helps contract administrators, legal users, and other customers streamline the process of creating and maintaining contracts. Users ...
New to Zoho LandingPage?
Zoho LandingPage Resources