Managing Document Folders

Managing Document Folders

For new signups, the Documents tab is powered by WorkDrive. In the future, this update will be rolled out for existing users as well. For help documentation related to that, please see: Documents in Zoho CRM and Manage folders in Documents tab.

This page contains instructions for users without this update.


Availability
Permission Required
Users with  Manage Folder permission for  Documents in their profile can access this feature.


Create Document Folders

Creating folders are the best way to manage and keep the documents organized. You can upload documents to these folders and share the folders with individual user, roles, subordinates and groups.

To create a folder

  1. Click the Documents tab.
  2. In the Documents tab, click Create > Folder.
    Alternatively, you can also click (Add Folder icon).
  3. In the Create Folder popup, specify a name for the folder.
  4. Choose Only Me if you do not want to share the folder with other users, roles, groups or subordinates.
  5. Choose Others to share the folder with other users, roles, groups or subordinates.
  6. Click  (Add icon) to add users, roles, groups or subordinates with whom you want to share the folder.
  7. Click Create.

Create Sub Folders

A sub folder will have the same sharing permissions as that of the folder that it belongs to.

To create a sub folder

  1. Click the Documents tab.
  2. In the Documents tab, move your mouse pointer to a folder.
  3. Click (Settings icon), and then click Create Sub Folder.
  4. Enter a name for the sub folder and click Create.
    You can right-click on the sub folder to rename it, delete it or to create a sub folder to it.

Rename or Delete Sub Folders

A sub folder will have the same sharing permissions as that of the folder that it belongs to. You cannot define the sharing permissions for sub folder. You can only rename or delete the sub folders.

To rename or delete a sub folder

  1. Click the Documents tab.
  2. In the Documents tab, click on the folder that had the sub folder that you want to rename or delete.
  3. Right-click on the sub folder and then click Rename or Delete as required.

Delete Document Folders

You can delete a folder only if you have the profile permission to delete a document folder. On deleting a folder, the files in it will also be deleted and moved to Trash.

To delete a document folder

  1. Click the Documents tab.
  2. In the Documents tab, move your mouse pointer to the folder that you want to delete.
  3. Click  (Settings icon), and then click Remove.
    The system will prompt a confirmation.
  4. Click Ok to delete.
    The folder and the files uploaded in the folder will be moved to Trash.
Alert
  • You cannot recover the files and folders that you delete from Trash under the Documents tab.


    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 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






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Offline Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            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

                                                                                                              • Document Library within CRM

                                                                                                                For new signups, the Documents tab is powered by WorkDrive. In the future, this update will be rolled out for existing users as well. For help documentation related to that, please see: Documents in Zoho CRM. This page contains information for users ...
                                                                                                              • Managing services with Zoho CRM

                                                                                                                Services such as consultation, home cleaning, repair and maintenance, pickup and delivery, and salon or spa appointments are time-bound activities that take place every day, often with different customers. Customers often re-request the same service ...
                                                                                                              • Uploading Documents, Creating Files, and Other Functions

                                                                                                                For new signups, the Documents tab is powered by WorkDrive. In the future, this update will be rolled out for existing users as well. For help documentation related to that, please see: Documents in Zoho CRM and Manage files in Documents tab. This ...
                                                                                                              • Managing Emails

                                                                                                                Manage filters in Zoho SalesInbox When your Inbox is flooded with emails from various people - customers, advertisers, colleagues - finding a specific email is like looking for a needle in a haystack.You may be looking for an email from an important ...
                                                                                                              • Create folders from the Modules tab and within a Teamspace

                                                                                                                Zoho CRM for Everyone is available on the Early Access mode for customers upon request. Request access to gain hands-on experience with this new version. Folders help organize modules better in a Teamspace. This makes it easier for users to find and ...
                                                                                                                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