Note: Team folders will only be visible to those who've been given access. CRM admins or even the super admin will not be able to view these team folders without access.

Availability

1. Create Team Folder: This option allows the user to create team folders and set access permissions for those folders.
   
2. Associate Team Folder: The user can associate team folders with the Documents tab.
   
3. Edit Team Folder: This allows the user to edit a team folder and set access permissions for existing team folders.
   

Note: Permissions for team folders in Documents tab are separate from the permissions in WorkDrive. This means that a user may have certain permissions in CRM that do not necessarily carry over to WorkDrive. For example, if a user has the ability to create a team folder in CRM, they may not have that same ability in WorkDrive unless specifically granted.

Levels of team folder access

These can be modified in the Documents tab in CRM. They cannot be modified from WorkDrive.

To learn more about these different roles, see Team folder roles and permissions.

To create a team folder

1. Click the Documents tab.
   
2. Click the + icon near the label Team Folders and select Create Team Folder.
   

   

   
   
3. In the Create Team Folder popup, enter the Name for the team folder and select the Admin (or admins). You can only select CRM users.
   If no user is selected, then the user creating the folder will be chosen as the admin.
4. Select Organizer, Editor, Commenter, and Viewer. You can pick and choose amongst users, groups, and roles.
   
   
5. Click Create.
   

To set a team folder's settings

Alert: Only the team folder's admin will be able to change its settings.

1. Click the Documents tab.
   
2. Click on the required folder in the left pane.
   
3. In the right pane, click Manage and select Settings.
   

   
4. In the Settings tab, enable or disable the following options:
   

   
1. Allow file uploads via email: Users and external users will be able to upload files to this folder via email.
   
2. Allow Team Folder members to share outside your team: Admins and Organizers of this Team Folder can share files and folders outside your team.
   
3. Show download and print options: Users will be able to download and print.
   
4. Convert all files to Zoho WorkDrive's format on upload: All files uploaded into the team folder will be converted into Zoho Workdrive formats (like Writer for docs, Sheets for spreadsheets, and Show for slides).
   

To edit a team folder

1. Click the Documents tab.
   
2. Hover over the team folder that you want to edit and click the icon. Select Edit.
   

   
3. In the Edit Team Folder popup, make the changes as needed.
   
4. Click Save.
   

To associate a team folder

1. Click the Documents tab.
   
2. Click the + icon near the label Team Folders and select Associate Team Folder.
   

   
3. In the popup that appears, select the folders that you want to associate with the CRM library and click Associate.
   
   

To remove a team folder

1. Click the Documents tab.
   
2. Hover over the team folder that you want to remove and click the icon. Select Remove.
   
   
3. In the Remove Association popup, click Confirm.
   

Note

1. When you remove a team folder in CRM, you are simply removing its link from the Documents tab. The folder will still be available in WorkDrive. Deleting team folders can only be done in WorkDrive.
   

To view the attachments of a record

Attachments added to records in Zoho CRM will be automatically added to folders in the My Folders section of the Documents tab. These folders will follow a pre-defined structure (Apps > Zoho CRM > Module Name > Record Name > Attachments). Please note that only the attachments of records owned by you will be visible to you. You will not be able to add, edit, or delete attachments in WorkDrive or in the Documents tab.