Attaching files from WorkDrive
Sharing documents through WorkDrive
- Anyone in the Team
All the users who are part of a team (org) in Zoho WorkDrive will be able to access the file. - Anyone with the link can view
Users who are not part of your team or organization can access the file through a link. This option helps you share files with external users like vendors, customers, etc. who are not part of your org. - Members with access permission in WorkDrive
Users who already have access to the file or folder in WorkDrive will be able to access it.
Attaching files from WorkDrive
Attaching files from multiple teams
- Go to any module and select the record.
- In the Attachments related list, click the + icon and select Zoho WorkDrive from the drop-down list.
Alternately, you can scroll to the attachment section > click Attach > Zoho WorkDrive from the drop-down list. - In the File Upload field, click Choose File and select Zoho WorkDrive from the drop-down list.
- In Email, click Send email > Attachment icon > Zoho WorkDrive.
- Select the file you want to attach and click Pick.
- Select the Share Settings and click Share.
- You can attach a maximum of 10 files at a time.
- There is no limit to the file size that can be attached via WorkDrive.
- Only one file can be attached to a file upload field.
Creating WorkDrive Team from CRM
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