Other Operations | Online Help | Zoho Projects

Other File Operations

Zoho Projects multiple operations on your files. Right click on the file to open up more options.

Benefits:

  1. Add tags and access related files.
  2. Update the latest version of file with new version number.
  3. Download files in the required format.

Add Tag

  1. Navigate Documents and right click on a file.
  2. Select Add Tag.
  3. Add necessary keywords in the text box.
  4. Click Add.

Add Comment

  1. Navigate to the file that you wish to comment on.
  2. Right click on the file and select Add comment.
  3. Add comment(s) accordingly.
  4. Click Comment.
You can click Access Stats to know the access details of the selected file.

Upload new version

  1. Navigate to the file for which you have to upload a new version.
  2. Right click on the file and select Upload new version.
  3. Upload the latest file and add notes if needed.
  4. Click Upload.
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 and later you can move the file to the main version 2.0 when there are no more changes.

Check out files

  1. Navigate to the file which has to be checked out.
  2. Right click on the file and select Check-out.
  3. You can download, view or close the file post check-out.
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 be able to see only the previous file version and not your version until you check in. Checked out files will have a lock symbol.

Set as Favorite

  1. Navigate to the file which you want to set as favorite.
  2. Right click on the file and select Set as favorite.

The file is also listed in your Favorites section.

Rename

This operation renames a file.

  1. Navigate to the file that you wish to rename.
  2. Right click on the file and select Rename. [The file is ready to be renamed now.]
  3. Specify a new name for your file.
  4. Hit Enter to complete.

Cut

This operation moves a file from one location to the other.

  1. Navigate to the file that you wish to move.
  2. Right click on the file and select Cut. [The file is ready to be moved now.]
  3. Navigate to the destination path where you want to move the file to.
  4. Right-click on the page and select Paste.
In Cut, the file that is moved will be available at the new location only.

To move multiple files or folders, you just need to select those files or folders by using Ctrl key (Windows) or Command key (Mac) and right click. Select to cut and paste them in a different folder.

Copy

This operation copies a file from one location to the other.

  1. Navigate to the file that you wish to copy.
  2. Right click on the file and select Copy. [The file is ready to be copied to a different location now.]
  3. Navigate to the destination path where you want to copy the file to.
  4. Right-click on the page and select Paste.
In Copy, the file that is copied will be available in both the old and new locations.

The same action is applicable for copying a folder from one location to the other. S elect multiple files by using Ctrl key (Windows) or Command key (Mac) and  right click to copy them into a different folder.

Download

  1. Right click on the required file and select Download as.
  2. Select the file format to download. 

Move to Trash

This operation clears/deletes the file from the respective location.

Show Info

The document details are projected in this section. You can:
  1. add comment
  2. have a look at the general information
  3. view and download document versions
  4. view the timeline of the changes made
  5. view access statistics
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