Manage Files | Online Help | Zoho Projects

Manage Files

Organize Files

  1. Navigate to your project and click Documents from the top band.
  2. Click  in the upper right corner of the page to view files by Thumbnail, List and Compact.
  3. Click   to sort files by Name, Last Modified, and Time Created.
  4. Click   to filter by All, Folders, My Drafts, Documents, Spreadsheets, Presentations, PDF, Images, Audio, and Videos.
  5. Click on a file to open and click  in the right panel to view its details.
  6. Click  in the right panel to add comments.

 File Operations 

  1. Zoho Projects allows multiple operations on your files. Right-click on the file, then click:
  1. Open to directly access the file's contents.
  2. Open With to launch the file using a specific desktop application.
  3. Preview to quickly view the file without opening it fully.
  4. Properties to display detailed information about the file, including its creation date, modification date, and owner.
  5. Share to grant access to the file by adding members and assigning permissions.
  6. New Embed Code to generate an copyable embed code to integrate the file within a website or other platform.
  7. New Download Link to create a shareable link for downloading the file. Enter a descriptive name for easy reference. Set a limit on the number of times the link can be used. Specify a date after which the link will no longer be valid.
  8. Share to Support to share the file with the Zoho WorkDrive support team for assistance.
  9. Add Comment to leave a comment on the file, using @name to mention specific individuals.
  10. Upload New Version to replace the current file with a new version, providing version notes for tracking changes.
  11. This uploads the latest version of the file with its new version number. If the previous version is 1.0, the latest one is stored as 1.1 to allow further changes in this version. You can move the file to the main version 2.0 when there are no more changes.
  12. Check Out to claim the file for exclusive editing temporarily. You can download, view, or close the file after checking out.
  13. Once you are done with your editing, you can click Check-In to check in the file. When you have checked out a file, other shared users will only be able to view the previous file version and not your version until you check in. Checked out files will have a lock symbol.
  14. Add to Favorites to pin the file to your favorites list for quick access.
  15. Label As to categorize and organize the file using labels.
  16. Copy To to create a copy of the file in another folder within the project.
  17. Rename to modify the file's name.
  18. Move To to relocate the file to another folder within the project.
  19. Download to download the file to your local device.
  20. Move to Trash to delete the file from the project.

 Bulk Updates 

  1. Hover over the file, select the files and
    1. Click to copy file links to clipboard
    2. Click to download files to local device.
    3. Click  for more bulk actions.

More Reads

    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

                                                                                                              • Upload Files

                                                                                                                Upload Files From Desktop or Cloud Zoho Projects allows you to browse and upload your files from your personal desktop and cloud services, such as Google Drive. You can upload any file type, such as *.jpg, *.png, *.doc, *.docx, *.ppt, *.xls, *.csv, ...
                                                                                                              • Share Files

                                                                                                                Share files with your friends inside or outside the project portal. Only the Portal Owner and users with the Admin profile can share files in Zoho Projects. Benefits Share files with users in your portal Generate protected links to share files with ...
                                                                                                              • Create Files

                                                                                                                Create Documents Select Projects from the left navigation panel. Navigate to your project and select Documents from the top band. Click New in the upper-right corner. Hover over Zoho Writer and choose Blank Document to create without a template, or ...
                                                                                                              • Manage Folders

                                                                                                                Organize Folders Organize your project files based on a category. You can group all your marketing collateral in a folder and sales documents in another folder, so that it's easy to pick out. You can add, edit, and delete folders in Zoho Projects. ...
                                                                                                              • Manage Tasks

                                                                                                                Set reminders, log hours, and manage work hours effortlessly. Import and export tasks, and reopen completed tasks when needed. Task ID Tasks and issues will have an auto-generated unique ID with a prefix. Unique IDs are efficient to track, identify, ...
                                                                                                                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