Manage Form Attachments | Zoho WorkDrive - Zoho Forms

Zoho WorkDrive

Your form attachments will be saved to Zoho WorkDrive when you choose this option. 

To do so,

  1. In your form builder, go to  Settings  and choose  Manage Form Attachments  from the left menu. 
  2. Choose  Zoho WorkDrive .
  3. You can choose between the options to create folders automatically or manually map file attachments to specific folders in Zoho WorkDrive.

    Zoho WorkDrive Folder Management

Create Automatically

If you choose to create folders automatically,

  1. Click  Set Up Your Team .
  2. In the pop-up, choose to create a team in Zoho WorkDrive.
  3. Pick a parent folder (e.g., ZOHO FORMS) or create a new folder in Zoho WorkDrive where you wish to store the files uploaded.
  4. Enter a name for the folder that gets created within the parent folder with each form entry. To distinguish between the folders created with each form entry, include field responses with the folder name by clicking the   icon and selecting the required fields from the list.
    Note : The folder name can have a maximum of 100 characaters.

    Create folders dynamically
  5. Click  Done .

    For example, you can store the resumes uploaded by your recruits in separate folders named after them.

Manage Manually

If you choose to manage folders manually,

  1. Click  Set Up Your Team .
  2. In the pop-up, choose to create a team in Zoho WorkDrive.
  3. Select the desired folder from Zoho WorkDrive to manually map the attachment fields to it and click  Add .
  4. You can store form attachments up to 1 GB using the  Allow Uploads above 20 MB  option.

Note:

  • The option to allow uploads above 20 MB is available only in our Premium and Zoho One Enterprise plans.
  • If you choose to allow uploads above 20 MB, the attachments will not be processed by Zoho Forms and will be directly stored in the configured Zoho WorkDrive folder.
  • Form attachments of any size will not be supported in PDFs, Merged Documents, Email attachments, and Integrations.
  • Files will be directly pushed to Zoho WorkDrive without being checked for the file format.
  • The file name can have a maximum of 100 characters.

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