Zoho WorkDrive Extension - Zoho Desk Knowledgebase

Zoho WorkDrive Extension for Zoho Desk

Zoho WorkDrive is a cloud-based file storage, sync, and collaboration solution for teams of any size. It provides a secure, shared workspace to help teams organize and manage all their files in a single place. Some of the key features of WorkDrive include real-time notifications, document drafting, file sharing with configurable access controls, file versioning, analytics, and much more.

The Zoho WorkDrive extension for Zoho Desk allows agents to attach or share links to files from their WorkDrive account in a ticket without leaving the help desk. Additionally, the extension will display all the attachments contained in the incoming conversations of a ticket.

Key Features
  • Attach files from your WorkDrive account while replying to tickets.
  • Share links to your WorkDrive files in tickets along with the access permission you wish to assign to it.
  • Get an overview of all attached files in incoming ticket conversations.

Installing the Extension
The Zoho WorkDrive extension can be installed either from the Zoho Marketplace or your Zoho Desk account. To install from Zoho Desk:
  1. Log into your Zoho Desk account with Administrator privileges
  2. Click the Setup icon (  ) in the top bar.
  3. Under Marketplace, click All.
  4. Search for 'Zoho WorkDrive' in the search bar on the right.
  5. Select the Zoho WorkDrive for Zoho Desk extension, and click Install.
  6. On the Confirm Installation page, agree to the terms and conditions and click Install.
  7. In the Zoho WorkDrive Installation Setup page, do the following:
    1. Select the departments and profiles whose agents can access the extension in Zoho Desk.
    2. Agree to Terms of Use.
    3. Click Install.
      The extension will be installed for the specified profiles and departments.
  8. Click Authorize in the pop-up window to activate the extension.
  9. Click Accept to allow Zoho Workflow to access data in your Zoho Desk account.
Once installed, the locations for accessing the extension will be displayed on the right side of the extension's detail page. The Zoho WorkDrive extension can be accessed from the right tab of the ticket detail page.

Attaching Files from WorkDrive
You can attach or share links to files from your WorkDrive account  in a ticket. To attach files:
  1. Click the Extensions icon (  ) on the right side of the ticket detail page.
    All extensions installed in this location will be listed.
  2. Go to Zoho WorkDrive.
    The
    WorkDrive Files tab will list the folders contained in your WorkDrive account.
  3. Select a folder to view its files.



  4. Select the required files and choose one of the following:
    1. Click Attach.
      The chosen files will be attached to the reply editor.
    2. Click Share Link.
      1. Select the access permission you wish to assign to the chosen files. You have the following options to choose from:
        1. Recipients of this email - All recipients in the "To" and "Cc" sections that belong to your WorkDrive team can access the files.
        2. Anyone in your WorkDrive org - All members of your WorkDrive org can access the files.
        3. Members with access permission in WorkDrive - Only members who have permission in WorkDrive can access the files.
        4. Anyone with the link - Anyone with the exact link can access the files.
      2. Click Share.
        The link to the files will be pasted into the reply editor.



Viewing Ticket Attachments
Besides attaching files from your WorkDrive account, the extension will also display all the attachments contained in the incoming conversations of the ticket. To view such attachments:
  1. Click the Extensions icon (  ) on the right side of the ticket detail page.
    All extensions installed in this location will be listed.
  2. Go to Zoho WorkDrive.



  3. Select the Incoming Attachments tab in the extension panel.
     The tab will display the attachments contained in the incoming conversations of the ticket.

Uninstalling the Extension
You can uninstall the Zoho WorkDrive extension at any time.
  1. Click the Setup icon (  ) in the top bar.
  2. On the Setup Landing page, click All under Marketplace.
  3. On the Marketplace page, click Installed Extensions.
  4. Choose Zoho WorkDrive for Zoho Desk from the list of extensions.
  5. Click the More icon (  ) in the upper-right corner of the Zoho WorkDrive for Zoho Desk page.
  6. Select Uninstall Extension.
  7. Click Confirm.

    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


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us: support@zohoforms.com


                            




                            

                          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 SalesIQ Resources



                                                    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

                                                                                      • Download All Attachments Extension for Zoho Desk

                                                                                        Attachments are files, photos, videos, and more that are added to a ticket, bringing additional context to it. It's quick and easy for your customers to share attachments via email tickets, but there are constraints when you want to download them to ...
                                                                                      • Highrise for Zoho Desk

                                                                                        View customer details and deals from Highrise in Zoho Desk. Manage contacts, deals, and activities between Highrise and Zoho Desk. Add new customers and deals to Highrise from Zoho Desk. This integration makes it easy to understand customer's details ...
                                                                                      • GoToWebinar for Zoho Desk

                                                                                        Webinars help give product demos and make a great tool for customer support. The GoToWebinar extension for Zoho Desk helps support agents explain their product efficiently through webinars, allowing them to resolve support tickets faster. With this ...
                                                                                      • App Store Reviews for Zoho Desk Extension

                                                                                        Building a successful app requires you to continually gather customer feedback. Only your customers can truly tell you what they need from your app. However, gathering input is not enough on its own. Whether the feedback is positive or critical, ...
                                                                                      • Egnyte for Zoho Desk

                                                                                        The Egnyte extension for Zoho Desk helps you manage file sharing from within Zoho Desk. You can view the list of files attached to a ticket, select required files, and upload them to Egnyte without leaving the Tickets details page. You can also send ...
                                                                                      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