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 available for new signups in all DCs. It is being rolled out to existing users in phases.
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 the 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.
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.
Access File Storage
To access file storage:
- Navigate to Setup > Data Administration > Storage.
- Select the File Storage tab.
WorkDrive
The WorkDrive tab includes the following WorkDrive file storage:
- Attachments Related List
- Documents
Under WorkDrive Details, you can see the total storage available and the amount of storage being used in your WorkDrive.
- Click Manage Subscription to upgrade/downgrade your WorkDrive plan or to buy additional storage. You'll be redirected to the Zoho WorkDrive's Store page, where you can purchase the storage you need.
- Click More Storage Details to get a more detailed look at how different team folders and users are consuming storage.
Note: If 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.
Miscellaneous
The Miscellaneous tab includes files from the following Zoho CRM storage:
- Templates
- Files added to a record via the File Upload field
- Images added to a record via the Image Upload field
- Notes attachments
Storage Details
Storage Details reveal your current plan, the total storage available and the amount of storage being used currently in your CRM.
Click Upgrade to buy add-ons for your CRM storage or to buy additional storage. You'll be redirected to the Zoho CRM's Store page, where you can purchase the storage you need.
User Details
The User Details list shows users' names along with the storage space each one has consumed.