CRM | Document Management | Knowledge Base

Document Management
CRM file storage migration guide
Going forward, Zoho CRM's file storage will be powered by Zoho WorkDrive. This document contains information relevant to those who are about to initiate the migration. This option is being rolled out in phases, and may not be available in your ...
FAQs: Documents tab (powered by WorkDrive)
Warning: This feature is available for new signups in all DCs. It is being rolled out to existing users in phases. If you are unable to perform some action mentioned here, please check whether they are supported in the WorkDrive edition you're using. ...
Manage files in Documents tab
Alert: This feature is available for new signups in all DCs. It is being rolled out to existing users in phases. Till then, users without this update may need to refer to Document Library within CRM. You can create and upload any file of your choice ...
Manage folders in Documents tab
This feature is available for new signups in all DCs. It is being rolled out to existing users in phases. Till then, users without this update can refer to Document Library within CRM. In the Documents tab, you will have access to two kinds of ...
Documents in Zoho CRM
This feature is available for new signups in all DCs. It is being rolled out to existing users in phases. Till then, users without this update can refer to Document Library within CRM. In Zoho CRM, the Documents tab is the central repository where ...
Managing Document Folders
For new signups, the Documents tab is powered by WorkDrive. This update is being rolled out for existing users in phases. For help documentation related to that, please see: Documents in Zoho CRM and Manage folders in Documents tab. This page ...
Uploading Documents, Creating Files, and Other Functions
For new signups, the Documents tab is powered by WorkDrive. This update is being rolled out for existing users in phases. For help documentation related to that, please see: Documents in Zoho CRM and Manage files in Documents tab. This page contains ...
Document Library within CRM
For new signups, the Documents tab is powered by WorkDrive. This update is being rolled out for existing users in phases. For help documentation related to that, please see: Documents in Zoho CRM. This page contains information for users without this ...

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