Organizational Files

Organizational Files

Organization files are common files that are shared throughout the organization based on organization entities and locations. Generic documents like company handbooks, leave policies, code of conduct folios, legal and compliance documents can be stored in this repository.
Info
To manage Organizational files, refer to Actions in Organization Files.

Adding Organization files

Idea
Department heads can upload files to their department if they have permission. Navigate to Settings > Files > Configuration > Team Files to enable this permission.
To add Organization Files:
  1. From your home page, go to Operations > Files  > Organization Files and click Add Organization Files.

  2. Select the file you would like to add. You can either upload the file from your desktop, from Zoho WorkDrive or other cloud services which includes:
  3. Google Drive
  4. Dropbox
  5. OneDrive
  6. Box
  7. Evernote
Info
All standard document file types such as .pdf .docx .xls can be uploaded with a maximum file size of 5 MB
  1. Enter a name and a short description about the file.
  2. Select the entity to Share With. If you have not enabled organization structure, only location and department will be listed.
  3. If you want to share this file with everyone in the organization, select Share with entire organization.

  4. Click Folder drop-down and select the existing folder or add a new folder. 
    The file will be placed in the selected folder.
  5. If you want the file to have an expiration date, click the calendar icon next to File Expiry Date and set the file expiry date.
  6. Select Mark as organization policy document to make it available for applicable users under the Organization Policies tab on the home page. 
  7. Enable the file document acknowledgement to require users to read and acknowledge the document. For more information, refer to Document Acknowledgement.
  8. Select Employee check box under File Permissions if you want the applicable employees to be able to download this file.


  9. Select the relevant options under Notifications through which you want users to be notified. 
  10. Click Save.
    The file will be successfully saved in your organization files. Applicable employees can view the file from the Files > Organization tab.

Location of Organization Policies Documents

If the file is marked as Organization Policiy Document, applicable employees can find it under Home > Organization > Policies tab.


Learn more:
  1. Actions in Organization Files
  2. E-Signature Templates
  3. Document Acknowledgement

    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









                                            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

                                                                                                              • Files - Operations

                                                                                                                Overview Operations in files is an administrator space where they can add and manage Organizational Files, Employee Files, HR Forms and Templates, and Folders. Additionally, administrators can send files for E-Sign through integration with E-Sign ...
                                                                                                              • Files - Settings

                                                                                                                Overview File settings allow you to configure the service, such as setting permissions on who can access employee files, personal uploads, team files, reportees' files, and organizational files. You can also set advanced permission settings such as, ...
                                                                                                              • Files Reports

                                                                                                                To access the various Files Reports, navigate to Reports on the bottom left corner of your screen and go to the Organization Reports tab. Here is a detailed look of all the Files Reports in Zoho People: Personal uploads The personal uploads report ...
                                                                                                              • Files Service Overview

                                                                                                                What is File Service in Zoho People? The Files service in Zoho People is a centralized repository for storing and accessing your organization's files. You can send documents for e-signing and manage all e-signed documents in one place. Additionally, ...
                                                                                                              • Employee File Management

                                                                                                                In Zoho People, an employee can view and refer to documents in three sections: organization files, employee files, and personal uploads.  All the files can be viewed in either a list or a folder view. Organization files  Company-wide policies that ...
                                                                                                                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